The provided guide seems to be instructions for administrators on how to export customer data from the Webplanex wallet application. Here's a breakdown of the steps in a more user-friendly format:
- Navigate to Customers: Locate the "Customers" button on the navigation bar within the Webplanex Wallet app.
- Initiate the Export: Click the "Actions" button on table corner and select Export file option.
- Select date range: Select Start date and End date range from given filter option and click on Export button.
- Export the Data: Click the "Export" button to begin the export process. The data will be compiled into a CSV file.
What's Included in the Exported CSV:
The CSV file you'll receive via email will contain the following customer information:
- Customer Name
- Email Address
- Phone Number (if available)
- Customer ID
- Created Date (when the customer account was created)
- Pending Store Cash Balance (store cash earned but not yet credited in wallet)
- Store Cash Balance (available store cash for redemption)
- Address (if provided by the customer)
I hope this explanation clarifies the process!