How to export customer data from Tapmy
To export customer data from Tapmy, open your audience or customer area, filter to the smallest group you need, start the export with minimal fields, then store the file securely and delete it when done.
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A customer export contains personal data, so treat the file as sensitive from the moment you create it until you delete it.
When should I export, and is it available to me?
Check that export is available in your account and that you are allowed to export from this store. Plan rules, fields, format, row limits and delivery method are not described here, so look at what your account offers. The audience and CRM view exists on every plan.
Write down why you need it: accounting, migration, a support case, a consent review, fulfillment or a verified data-rights request. Pick the columns and dates you need. If a count or a single record answers your question, do not export everyone.
How do I create a scoped export?
- Open the audience or customer area for the right store.
- Filter to the group and dates you need.
- Look at a few rows to confirm the filter means what you think.
- Start the export and choose the fewest fields available.
- If the file is prepared in the background, keep the status page and do not start duplicates.
- Download on a trusted device and network.
- Check the row count and a few rows against Tapmy.
- Save the file in access-controlled storage.
- Delete downloads and shared copies when you are done.
Never send a raw export through a public link, normal chat or an AI prompt. Blur or summarize data before putting it in a report. A normal export should never hold passwords, full payment details, security secrets or ID documents.
What does an export actually tell me?
A customer export is not the same as an orders, analytics, Stripe, access or marketing list. Each can use different IDs, statuses, dates and scope, so read the live column definitions. Being in the file does not mean someone agreed to marketing, and an old order row does not prove they still have access.
For a data-rights request, confirm the person's identity through an approved process and include only what the request covers. Do not expose other customers or internal security details.
How do I know the export is right?
- It covers the right store, group, dates and fields.
- Row counts and sample rows match the source view.
- Few people can open the file, and it can be traced.
- You have not overstated consent or access.
- Temporary copies are removed on time.
Why does my export look wrong?
If the count differs from your filter, check whether the view changed, whether dates are in UTC, and whether inactive, duplicate or deleted records are included. If a file does not arrive, do not generate many copies. Note the time, filter and visible status.
If export is not available, do not scrape the screen or use an unapproved browser extension. Ask Support for the supported route without sending a full customer list.
What should I read next?
Use Search and filter customers before exporting, and Collect and manage marketing consent if you are building a marketing list. For a stuck or partial export, contact Tapmy Support with the store, time, filter description, expected and actual counts and redacted screenshots.