Exporting customer data in Waitwhile allows you to access valuable information about your customers, bookings, and waitlist activity. This data can be used for reporting, analysis, or transferring to other systems. Here’s a step-by-step guide to exporting your customer data in Waitwhile.
Different ways to export your data:
Waitwhile offers multiple methods for exporting your data, giving you flexibility based on your business needs and technical capabilities. These methods include the Export Tool, API, and Webhooks. Each option caters to different levels of complexity and automation.
Export tool
The Export Tool is the easiest way to download data from Waitwhile in a spreadsheet-friendly format.
How it works
Access the Export Tool from Customer page
Click the three-dot menu in the top right of the dashboard and select Export
Determine whether you wish to export All visits or Unique customers.
All visits lets you export one record for each time a person joined a waitlist or scheduled a booking and is normally what you'd like.
Unique customers is great if you want to export data for marketing or CRM purposes as it will include only 1 record for each individual contact.
Select the specific Location(s) for your export.
Determine the type of data you wish to export based on when the visit was created or when it was last updated (e.g. completed out)
Filter the State of the visit if you need such as completed or those on the waitlist
Select the date range for the data you want to export
Select the file format (e.g. csv)
Click Export
When to use it
For one-time or periodic data exports.
When you don’t require automated or real-time data retrieval.
Note: Learn more about the about the Export file and the details Waitwhile provide.
Waitwhile API
The Waitwhile API allows you to programmatically retrieve data for custom reporting or integration with other systems.
How it works
Use the API to query specific endpoints for data, such as:
Customers: Retrieve details of your customers.
Bookings and Waitlists: Fetch queue and appointment data.
Locations: Access information about your locations.
The API returns data in JSON format, which can be transformed and imported into other tools or databases.
When to use it
For developers or businesses that require advanced customization.
When integrating Waitwhile data into custom dashboards or third-party tools.
For automated and real-time data exports.
Note: Visit Waitwhile's Developer Hub for detailed guidance on using the API.
Webhooks
Webhooks allow Waitwhile to send real-time updates to your systems whenever specific events occur, like new bookings or waitlist updates.
How it works
Configure webhooks in Settings > Developer Tools > Webhooks.
Waitwhile will send data payloads to your designated URL in response to events.
These payloads can be processed by your system for data synchronization or export.
When to use it
For automated workflows that need real-time updates.
To keep external systems or CRMs synced with Waitwhile activity.
Note: Visit Waitwhile's Developer Hub to see the list of webhooks events we support
Warning: The ability to export customer data is only available on Business & Enterprise plans. See more about plan details on our pricing page.
Have additional questions or need assistance? Reach out to us via chat or at support@waitwhile.com.