Export the records you need
Use the CSV export actions on Customers, Payments, and the week’s Orders view. Check the selected week and filters before exporting. Open the downloaded file and confirm it includes the records you intended to keep.
Exports may contain customer information. Store them securely and share them only with people authorized to use that information.
Finish the customer handoff
Review open menus, confirmed orders, automatic-order permissions, outstanding payments, refunds, and fulfillment before ending service. Simply signing out does not cancel customer commitments.
Contact PrepRail to coordinate account closure and outstanding operational work. Do not assume removing a storefront link stops scheduled processing.
Treat card migration separately
Your connected Stripe account remains yours, but saved cards are held through PrepRail’s payment integration. CSV exports do not include full card numbers and are not a payment-data migration.
Discuss any payment-data migration before switching systems. Do not ask customers to send card details by email.