Export Website Users

Import/Export now supports exporting your website users as a separate entity, so you can pull a complete list of website user accounts for auditing, reporting, or bulk review outside the platform.

To Get There: Manage → Import/Export → Website Users

Before You Begin

• You need view access to the Website Users page to export data, no additional configuration is required to use this feature.
• Website user accounts are created automatically as users sign up, so there's nothing to set up before exporting.
• If you are exporting for the first time, review the Instructions and Sample sheets in the exported file before working with your data.

A. Export Your Website Users 

Previously, Import/Export only let you export customer data. Website users now have their own dedicated export option, so you no longer need to work around this to get a list of individual user accounts.

1. Go to Manage → Import/Export.
   
   
2. Select the Website Users tab.
   
   
3. Click Export.
   
   
4. The export starts immediately. You will get a notification confirming that the file is being generated.
   
   
5. The file will be available to download directly from the platform once it's ready.
   
   

B. Review the Exported File 

1. Open the downloaded Excel file.
2. Import it into a new Google Sheet or open it directly in Excel.
3. Check the Instructions sheet. It explains exactly which fields and data are included in the export.
   
   
4. Check the Sample sheet to preview how your exported data will appear before working with the full file.
   
   
5. Check the Data Sheet to preview the exported data.
   
   
   

C. What's Included in the File

The exported file includes the following fields for every website user:

• User System ID
• Company/Customer System ID
• Company and Customer ID
• First Name and Last Name
• Email Address
• Country Code
• Any information entered or assigned by a Sales Representative or Territory Manager

FAQs 

1. What's the difference between exporting customers and exporting website users?

A. Customer export and website user export are now separate options under Import/Export. Customer export pulls your customer accounts; website user export pulls individual website user records, including system ID, company and customer ID, name, email, and any sales rep or territory manager assignments.

2. Can I import website users through this same tab?

A. No. The Website Users tab is export-only. Website user accounts are created as users sign up, so there's no corresponding import option.

3. Where do I find the exported file?

A. You will receive an email with the file once the export is ready, and it's also available to download directly from the Import/Export page.

4. How do I know which fields are included before I open the file?

A. Every exported file includes an Instructions sheet describing the fields and data covered, plus a Sample sheet showing what your data will look like.