Viewing Customers

This guide provides step by step instructions for downloading customer data for those customers that authenticate through your distribution portal.

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.

SHARE -> Customers -> Download Customer Data.

SHARE -> Customers -> Download Customer Data -> Export as CSV.

Customer data includes:

Field	Description
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.