Recipe: send a weekly customer list to your bookkeeper

Every Monday morning your bookkeeper gets a CSV of your customers with order counts and total spent.

The settings

Schedule name
Weekly customer list
Resource
Customers
Columns
First name, Last name, Email, Number of orders, Total spent
Runs
Weekly, Monday, 08:00
Email recipients
your bookkeeper

Steps

  1. In your Shopify admin, open Apps, then MSS Order Export: CSV & Email; it opens on Export schedules. Select Create schedule.
  2. Enter the Schedule name first, because the app does not save a schedule without one ("Schedule name is required."). Then enter the rest of the settings above, and set your Timezone.
  3. Select Create schedule.
  4. After the first run, select the schedule's History and check the row count on the Delivery history page it opens.

Good to know

Next step

Email daily stock levels by SKU

Available quantity for each product variant, every morning.

View MSS Order Export: CSV & Email on the Shopify App Store