Customer List from all time sales

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Debbie34
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Customer List from all time sales

Post by Debbie34 »

I am looking to create a list of all customers that have processed through my site from 2010.
I found a list of all contacts, how can I put them in an excel file?
Any tips?
Debbie
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Chopper326
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Re: Customer List from all time sales

Post by Chopper326 »

This question was previously answered here: viewtopic.php?t=3196
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Debbie34
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Re: Customer List from all time sales

Post by Debbie34 »

Chopper,
That link you posted doesn't seem to help me.

I updated this post today.
Here is my dilemma...
When I go to the Import-Export page

I see My Tags:
All contact List 1526
Buyers 0
Doterra 0
Email Test 24
Hcg 1031
L1 Newsletters 1014
Leads 0
New subscribers 0
No name 59

First I copied all the tags into the All contact list tag.
Then I go to the Contacts page and choose view all.
Then I go to the Tags column and choose All contact list.
The total number on the bottom of the list says 150 out of 1526 results. If I choose to see all contacts it opens the same list I uploaded.

So then I created the No Name tag and went through them again all contacts and edited it to clear the tags to either no name or all contacts.
I really want to clean up this list. Delete the no-name contacts and completely delete the unwanted contacts.

Then I chose to download contacts. Not the custom fields one.
The list came titled buyers_2022_06_20_.csv it shows 1526 in the list. Guessing this is the All buyers list since the numbers match.

Then I chose download with custom fields it says buyers_with_custom_2022_06_20_.csv. This one shows 1558. Not sure where the extra 32 come from unless the 24 from the tag "check email" are there. That still leaves 6. I like numbers to match. Like balancing a checkbook to the penny.

I did not see in the upload a column to see what tags they are in. Is there a way to do that?
Plus when looking at the list in say Hcg, at the bottom of the page it says Showing 150 out of 1031 results. If I go to the top and choose View All Contacts will it show just those in Hcg Tag? It seems that it seems to show all contacts...

I know I can download both tags hCG and newsletters, but I cannot edit them. That I am aware of.
Plus when sorting a Tag it would be helpful to see at the top of the page what Tag is showing.

So the bottom line is...I want to clean up and delete the unwanted ones and have a completely edited list that I can use going forward.
Thank you
Debbie
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Chopper326
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Re: Customer List from all time sales

Post by Chopper326 »

I am happy to help you. Can you please state your question in a single sentence so I can understand what you need?
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Debbie34
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Re: Customer List from all time sales

Post by Debbie34 »

QUESTION?
How do I delete the contacts under the tag " A NO name" these are contacts that do not have complete names or any name, just bogus email addresses.

QUESTION?
Is there a way to edit the complete contact list that imports from the "Import/Export" page in the back office? Other than on the spreadsheet. I do not see how to Import Contacts, it is possible.
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Chopper326
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Re: Customer List from all time sales

Post by Chopper326 »

You can find the following videos by doing a Google Search for "AllProWebTools delete contacts" and "AllProWebTools import contacts"
You can also do a Search on YouTube for "AllProWebTools delete contacts" and "AllProWebTools import contacts"

Deleting contacts by tag:



Importing contacts:

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Brads326
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Re: Customer List from all time sales

Post by Brads326 »

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