Exporting Customer List [VIDEO]

How to Export Your Customer List in Vacation Creations CRM (Excel Exports & Data Options)

Need to download your customer data for mailings, labels, or marketing? In this video, you’ll learn how agents can quickly export their customer list from Vacation Creations CRM into Excel—giving you flexible ways to use your data outside the system.

This step-by-step tutorial shows you how to:

• Access your Customer List

• Use the three-dot menu to find export options

• Export basic customer information (names, emails, and contact details)

• Export traveler data, including family members

• Export customer tags for marketing and segmentation

• Export birthday data for client celebrations and outreach

• Understand how each export option differs and when to use each one

You’ll also see how tagged data appears in Excel, making it easy to:

• Segment your audience

• Send targeted marketing messages

• Create mailing lists or labels

• Plan personalized outreach like birthday cards

This video is part of our Vacation Creations CRM training series, designed to help travel agents stay organized, market smarter, and make the most of their client data.

Please note: These videos use demo data and not actual client or customer data.

Updated 03/27/2026