As per legal regulation Dineplan is not able to export your database on your behalf.
Before you begin, you will need to be logged into Dineplan with the necessary permissions to download your database
- Click on the Guests tab on the left or follow this link: Guests Tab.
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Under “Guest Export List” in the right sub menu, click either “Excel export" or “CSV export” to export the database as a .csv file or a .xlsx file.
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Enter your name, click on "Process export" and "OK" to generate the export.
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Reload the page to see progress or wait for the email notification on completion.
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Once complete, click on the download icon below "Download" on the top right.
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This will automatically download the current guest database to your computer in the selected format.
Due to POPI regulations, this file only includes guests that have opted in for marketing from you (SMS and/or email).
Contact support@dineplan.com to find out more about our integrated SMS and email marketing options
Filtering your database
You can easily filter your database by column depending on the information you are looking to see on your guest database export by following the below steps:
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Open the exported database that you want to filter in Excel.
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Highlight all the columns
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Click the “Data” tab at the top
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Select the “Filter” option
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You can now click on any of the dropdown arrows that appear in row 1 by the headings of each column and filter your database
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Click on the dropdown arrow of the column that you want to filter by to display the data in that column and then select/deselect the data that you want/don’t want to display and click “Ok”
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This will now only display the data that you have selected
