Export Clients to CSV
Export Clients to CSV
Zeus Manager allows you to export your client database as a CSV file for use outside the platform — for analysis, marketing campaigns, or as a backup.
How to Export
- Go to Reservations > Clients.
- Optionally apply filters to export only a subset of clients.
- Click the Export CSV button at the top.
- Confirm the export.
- The system will generate the CSV and send it to your account email address.
Data Included
The CSV file includes: name, last name, primary phone, secondary phone, email, notes, allergies, total visits, no-shows, last visit date, status, tags, and creation date.
Common Uses
- Marketing — import into email marketing tools (Mailchimp, Brevo) for newsletters and promotions. Segment by tags for targeted campaigns.
- Data analysis — open in Excel or Google Sheets for charts, pivot tables, and custom metrics.
- Backup — perform periodic exports as part of your business continuity plan.
GDPR Considerations
- Only admin or manager users can export data.
- Ensure exports have a legitimate purpose.
- Store CSV files securely and password-protect them.
- Delete files after use — do not leave them in shared or unprotected folders.
- Verify you have marketing consent before using exported data for campaigns.
- If a client requests data deletion, ensure it applies to any exports you have made.
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