Viewing Customers
This guide provides step by step instructions for downloading customer data for those customers that authenticate through your distribution portal.
Last updated
This guide provides step by step instructions for downloading customer data for those customers that authenticate through your distribution portal.
Last updated
You can export customer data for all customers that have logged into SHARE via your platform. Navigate to Dashboard → Customers → Download Customer Data → Export as CSV.
Customer data includes:
unique_id
FORMLESS account ID for the customer.
display_name
Optional custom display name specified by the customer.
email_address
Customer email address.
phone_number
Customer phone number if verified by SMS.