The Export Data tool in Indy Admin allows users to generate and download structured datasets in CSV format. This is especially useful for accessing information related to orders, payments, gift cards, customers, vouchers, loyalty points, and more — either for auditing, reporting, or integration with external tools like Customer.io.
All exports are accessible under:
Indy Admin → Operations → Export
📁 What You Can Export
When you visit the Export Data page, you’ll see:
A list of previous exports, including:
Type of export
Who generated it
Date/time created
A list of available export types, including:
Order Items
Payments
Gift Cards
Vouchers
Customer.io Export
Users
User Points
Shortened URLs
Customer.io Actions
✅ Internal Note: This tool is powerful for clients doing external reconciliations, third-party CRM uploads, or in-depth customer reporting. Exports persist and are accessible to all users with export permissions.
🎛 How to Create an Export
Step 1: Navigate to Export Data
Go to IndyAdmin > Operations > Export Data
Scroll to the bottom to find the list of exportable categories
Step 2: Choose Export Type
Click into any of the categories (e.g. Gift Cards, Users, Payments) to configure the export.
Step 3: Configure Your Export
Each export has several customizable fields:
Select Fields: Choose what columns to include in the CSV
Example (Gift Cards):
Card ID
Original Value
Current Balance
Creation Date
Expiry Date
Last Activity
Apply Filters:
Filter by date created
Filter by last updated (e.g. last use or modification)
Filter by state (e.g. valid, expired, redeemed)
✅ Example: Export all valid gift cards created between 1 April and 31 July, showing current balance and last activity date.
Step 4: Generate the Export
Click Create
Export job will run in the background
Once complete, a Download CSV button will appear
Click to download and open the file
📝 Larger exports (e.g. Users with full detail) may take a few minutes. A progress spinner will show until complete.
📂 Example: Exporting Gift Card Data
Select Gift Card as export type
Choose fields:
Card ID
Original Value
Current Balance
Creation Date
Expiry Date
Last Activity
Set filter:
State = Valid
Date Created = April 1 to July 31
Click Create
Once ready, click Download CSV
Open in Excel or similar software
📝 Formatting Tip: Gift card IDs may appear truncated in Excel if treated as a number. Format the column as Number with 0 decimal places to view full values.
📂 Example: Exporting Users
Select Users as export type
Choose fields:
Name
Email
Membership Tier
Phone Number
Points
User Credit
Creation Date
Click Create
Once ready, download and open the CSV
You can now sort, filter, or analyse your users by loyalty, credit balance, signup date, etc.
📝 Useful for marketing lists, campaign segmentation, or loyalty programme reviews.
🔄 Other Export Types Available
Export Type | Common Use Case |
Order Items | Reconciliation or reporting of what was sold |
Payments | Review of sales, refunds, or Stripe settlements |
Vouchers | Audit of valid and used discount codes |
User Points | Loyalty scheme balance checks |
Customer.io Export | Pre-formatted output for Customer.io segmentation |
Shortened URLs | View all generated marketing/tracking links |
Customer.io Actions | Export user-level triggers/actions for automation syncs |
Watch the Tutorial