Introduction

The Customer Profiles Export utility allows merchants to quickly generate an Excel spreadsheet or CSV file containing all data stored in customer profiles. This feature is particularly useful for reviewing, bulk editing, or backing up customer information. After exporting and editing the spreadsheet, you can import the updated information back into UltraCart.

Tip: Use the export/import cycle for large-scale profile updates instead of editing records individually.

Prerequisites

• Access to your UltraCart Merchant Account

• Familiarity with navigating Operations → Customer Profiles

• (Optional) Configured Pricing Tiers

Exporting Customer Profiles

1. Navigate to Operations → Customer Profiles → Export.
   
   

   Open

   

2. If pricing tiers are configured:

   • Select one or more pricing tiers from the available list:
     
     

     Open

     

   • If no pricing tiers are configured, this menu will not appear.

3. Choose the export format:

   • Excel Spreadsheet (.xlsx)

   • CSV (.csv)

4. Click Download to generate and save the export file.

Example Export

Open

The exported file will contain all fields that have been configured on at least one customer record.

• Retail Customers:
  Profiles created during checkout may contain only minimal data (such as an email address).

• Wholesale Customers:
  Profiles created via the wholesale signup form will contain additional required fields.
  See the Building a Password-Protected Wholesale Area Tutorial.