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Export Buyer Data (Excel)

Overview​

This feature allows you to export buyer data in Excel (.xlsx) format based on a template and download it.

Purpose​

By extracting data related to buyers in XLSX format, it can be used for internal and external tabulation, analysis, and information utilization.

By creating templates for each purpose, data with the same column configuration can be exported periodically or repeatedly.

Feature Description​

Positioning of the Feature​

This feature treats the following two operations as a single unit:

  • Creation of a data export template
  • Exporting and downloading buyer data after referring to the data export template

To export data, it is necessary to create a data export template in advance and specify that template at the time of export.

Data Export Template​

In the data export template, you can define items to be exported to Excel, the order of columns, column names, empty columns, and initial values for empty columns.

Since the template is designed to be reused, create one when there is no template that fits your purpose.

The same export column can be placed in multiple columns on the template.

Specifications at the Time of Export​

When exporting data, you specify the created data export template and the buyers to be exported.

You can narrow down the export target to only buyers who have access rights to a specific Limited Access Catalog.

When narrowing down, specify the target Limited Access Catalog.

Instructions​

  1. Create a data export template
  2. Export and download buyer data

1. Create a data export template​

If a template that fits the purpose does not exist, create a data export template using the following procedure.

Open the template creation screen​

  1. Click the Data Export menu.
  2. Click the Buyer tab.
  3. Click the Templates tab.
  4. Click Create A Template.
    You will be transitioned to the "Create a new buyer data export template" page.

First Step - Basic Template Settings​

On the "First Step" page, enter the following items:

  1. Template Name
    Enter the name of the data export template.

    Alphanumeric characters and full-width characters (Kanji, Hiragana, etc.) can be used.

  2. Number of Billing Addresses and Number of Shipping Addresses
    If multiple addresses are registered for a single buyer, enter the number of addresses to be included in the data.

    For example, if you enter 2, the addresses registered as the first and second will be subject to export.

  3. Selectable Export Columns
    Select the items to be exported.

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    Export items are exported to the XLSX file in the order they were selected.
    For example, the first export item is exported to column A in the XLSX file.

    Each export item can be rearranged.

  4. Reorder Fields
    Each export item of the Selectable Export Columns is displayed in the order of the export number.

    In Reorder Fields, the following operations are possible:

    • You can change the sort order by dragging and dropping or by specifying the column number and destination.
    • Click the Duplicate icon to duplicate the corresponding data export column and add multiple identical columns.
    • Click the Trash icon to exclude it from the corresponding data export columns.
    • Click Add Blank Column to add one blank column as an export item.

After entering each item in the form, click the Next button.
You will be transitioned to the "Second Step" page.

Second Step - Custom Settings for Column Names and Initial Cell Values​

On the "Second Step" page, you can define column names and initial cell values in the Excel file.

  1. Custom Column Name
    You can customize the column name for the first row (header row) of the XLSX file by entering it.

  2. Default cell value
    Can only be entered in the case of an Blank Column.

    You can define the initial value that is automatically entered in the cell of the corresponding column when exporting the XLSX file.

After entering each item in the form, click the Next button.
You will be transitioned to the "Preview" page.

Create a Template​

Check the contents of the preview and click the Create button.
The data export template will be created.

Created data export templates can be edited or deleted at any time.

2. Export and download buyer data​

It is necessary to create a data export template in advance.
Once the data export template is ready, export the buyer data using the following procedure.

Move to the data export screen​

  1. Click the Data Export menu.
  2. Click the Buyer tab.
  3. Click the Data Export tab.
    *It is opened by default.

Setting Data Export Conditions​

  1. Data Export Template
    Select the data export template to be used from the pulldown menu.

  2. Check the checkboxes of the buyers to be exported.

    • Multiple selections are possible.
    • You can narrow down buyers by entering conditions in Search Buyers.
    • To select all buyers that match the search criteria, click Select All.
    • To uncheck all, click Remove All Selections.

  3. Filter by Limited Access Catalogs
    By specifying a Limited Access catalog, you can narrow down the export target to only buyers who have access rights to that catalog.

    You can switch the following settings with the toggle button:

    • Enable Include all limited catalogs: Exports only buyers who have access rights to any of the Limited Access catalogs among all private catalogs.
    • Disable Include all limited catalogs: Select Limited Access catalogs individually to narrow down. If narrowing down is not necessary, set the selection to 0.

Download​

After confirming the input, click the Download button.

The XLSX file of the buyer data will be downloaded.

Important Notes​

Supplement to Data Export Columns​

Supplementary information for data export columns to be included in the template is shown below:

  • Buyer Object Type: Distinction between Buyer and Offline Buyer
  • Buyer Type: Distinction between Company and Individual

Also, if you want to include custom attributes for buyers in the data, you need to define the custom attributes in advance.