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
- In your Shopify admin, open Apps, then MSS Order Export: CSV & Email; it opens on Export schedules. Select Create schedule.
- 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.
- Select Create schedule.
- After the first run, select the schedule's History and check the row count on the Delivery history page it opens.
Good to know
- The file lists every customer each week, not only new ones.
- From date and To date filter by the date each customer was created in your store, not by order date.