Customer CSV export with column picker

CRM · Customer CSV export with column picker

Exports the currently filtered customer set as CSV, letting the operator choose from ~30 columns. The file is produced server-side and delivered by email.

Area	CRM
Routes	crm.users.index
Centre modules	crm
Staff levels	root · admin · manager
Models	user
UI label	informative-message.export-crm-csv.success.message
Coverage	3 use cases · 1 happy · 3 failure

Known issues (1)

• 🟠 Medium — Export spinner never clears on failure

How it works

The default column set is computed in userExportColumns and grows with the centre’s modules: account_type when hasEmployeesSegments, calculated_income + calculated_postal_code when hasForegroundLocation. toggleUserExportColumns flips individual columns. load.export() POSTs to /api/v4/exports with the model name, the active filters (minus type, which is sent separately as filter-type), the chosen csv-fields and the centre id (used as the email ‘from’), and tracks a DATA_EXPORTED analytics event.

Use cases

Why someone opens this (3)

• Handing a filtered audience to an external mailing tool.
• Pulling a data-quality extract to see how many records lack a phone or postal code.
• Exporting employee-segment populations where account type matters.

Path map

flowchart LR
    F(["Customer CSV export with column picker"]):::feat
    F --> H1["Filtered export emailed"]:::ok
    F -.-> X1["Export request fails"]:::bad
    F -.-> X2["Email never arrives"]:::bad
    F -.-> X3["No columns selected"]:::bad
    classDef feat fill:#157068,stroke:#157068,color:#ffffff,font-weight:bold
    classDef ok fill:#e3f1ea,stroke:#0d6b42,color:#0d4a2e
    classDef bad fill:#f7e6e2,stroke:#9a2d1c,color:#6e1f13

Happy paths

Filtered export emailed

1. Operator filters the list, then opens the export modal (openUserExportModal).
2. Columns are pre-ticked from the module-aware default set; operator adjusts them.
3. exportUserCsv closes the modal, sets the loading flag and calls load.export('user', filters, columns).
4. On resolve the success banner informative-message.export-crm-csv.success.message appears and the file arrives by email.

Failure paths

Export request fails

Cause — API error on /api/v4/exports.

What happens — exportUserCsv has no .catch(), so isExportLoading stays true and the spinner never clears — the operator is left waiting with no error message.

Email never arrives

Cause — Export job fails asynchronously or the mail is filtered.

What happens — The UI already reported success; there is no job-status surface in the frontend.

No columns selected

Cause — Operator unticks every column.

What happens — Not validated client-side — an empty csv-fields array is sent and the outcome depends entirely on the API.

QA checklist

Tick these off while regression-testing this feature. The boxes are plain Markdown, so progress is visible in git diffs.

• ✅ Filtered export emailed
• ⛔ Export request fails
• ⛔ Email never arrives
• ⛔ No columns selected

Implementation

• app/controllers/crm/users/index.js
• app/services/load.js
• app/mixins/export-csv.js

Translation keys (1)

Key	English
informative-message.export-crm-csv.success.message	The export request has been processed successfully, you will receive an email with the exported file shortly

Related

• Same area — Customer list & filtering · Customer create & edit · Customer deletion with unsubscribe notice · Customer CSV import · Children CSV import · AI natural-language customer filter · Save current filters as a segment · Segment list, refresh & export · Segment builder with automatic tag actions · Segment categories · User tags (user types) · Customer receipts tab & ticket-stamp generation · Customer loyalty — raffle tickets · Customer loyalty — cards & stamps · Customer loyalty — rewards · Customer loyalty — coupon exchanges · Customer children (dependants) · Receipt verification queue · Store list, filters & exports · Store create & edit · Store CSV import · Store labels (store types) · Customer action log (dormant)
• Shares data with — Data-quality dashboard · Play centre stays (check-in - check-out) · Realtime updates (Pusher)

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Generated from doc/feature-inventory.json · id crm-customer-export · commit 276788ca6