Reports

Meta Customer Export

The Meta Customer Export provides customer data formatted for importing into Meta (Facebook) advertising platforms. Use this to create custom audiences, retarget previous customers, and build lookalike audiences for your ad campaigns.


Accessing the report

  1. Go to Reports in your admin portal
  2. Click ExportsMeta Customer Export
  3. Select a time period filter
  4. Click Apply to generate the export

Time period filters

Choose which customers to include based on when they last ordered:

All Time

  • Every customer who has ever completed an order
  • Largest audience size
  • Useful for broad retargeting campaigns

Past Year

  • Customers who ordered in the last 12 months
  • Active and recent customers
  • Good for general retargeting

Past 6 Months

  • Customers who ordered in the last 6 months
  • More recent purchasers
  • Higher engagement potential

Past 3 Months

  • Customers who ordered in the last 3 months
  • Very recent customers
  • Best for time-sensitive offers or new product launches

Tip

Use shorter time periods for seasonal businesses or products. Export customers from last Christmas period to target them again this year.


Understanding the data

The export includes customer information from completed orders:

Customer identification

Email Address The customer's email, used as the primary identifier in Meta advertising.

Phone Number Customer's phone number, providing an additional matching point.

First Name and Last Name Extracted from the customer's billing address, or shipping address if billing information is incomplete.

Last Order Date When the customer most recently placed an order, helping you segment by recency.

Data source

Customer data comes from:

  1. Primary source: Customer database records
  2. Fallback: Latest order information if customer record is incomplete
  3. Name parsing: Extracted from billing or shipping addresses

Only customers with at least one completed order are included. Orders with Creating or Refunded status are excluded.


Exporting the data

  1. Select your time period filter
  2. Review the number of customers included
  3. Click Export CSV or Export Excel
  4. Save the file securely

Export format:

  • Email
  • Phone Number
  • First Name
  • Last Name
  • Last Order Date

The export uses standard CSV or Excel format compatible with Meta's customer import tools.


Using exported data in Meta advertising

Creating custom audiences

  1. Log in to Meta Ads Manager
  2. Go to AudiencesCreate AudienceCustom Audience
  3. Select Customer List as the source
  4. Upload your exported CSV or Excel file
  5. Map columns (Email, Phone, First Name, Last Name)
  6. Name your audience (e.g., "Past 6 Months Customers")
  7. Create the audience

Meta will match your customer data against Facebook and Instagram users to create a targetable audience.

Building lookalike audiences

After creating a custom audience from your export:

  1. Go to AudiencesCreate AudienceLookalike Audience
  2. Select your custom audience as the source
  3. Choose target location (country/region)
  4. Select audience size (1% most similar to 10% broader)
  5. Create the lookalike audience

Meta finds new users similar to your existing customers, expanding your reach to qualified prospects.

Campaign strategies

Re-engagement campaigns

  • Target all-time customers who haven't ordered recently
  • Offer "we miss you" discounts or new product announcements
  • Use the Last Order Date to segment messaging

Loyalty campaigns

  • Target past 3 months customers (your most active buyers)
  • Promote new products or exclusive offers
  • Build brand loyalty with VIP treatment

Seasonal retargeting

  • Export customers from last year's holiday season
  • Target them with this year's seasonal offers
  • Leverage proven buying behaviour

Product launches

  • Target past 6 months customers (engaged audience)
  • Introduce new products to customers already familiar with your brand
  • Higher conversion rates than cold audiences

Privacy and compliance

Important - Data Protection

This export contains personal customer data. You must:

  • Store exported files securely

  • Only use data for legitimate marketing purposes

  • Comply with GDPR, privacy laws, and Meta's terms

  • Respect customer communication preferences

  • Delete files when no longer needed


Next steps

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