Export client data

Use the client page to export client data to a spreadsheet format (.csv) to use in Microsoft Excel or Apples Numbers.

To export all of your client data:

  1. Select Clients tab
  2. Use search to select the client to export. By default all clients are selected when the client page opens
  3. Select the Export tab
  4. Select "Click here to export your selected clients to CSV" The client details will be downloaded
  5. Open the file in Microsoft Excel or Apple Numbers to confirm client details

 

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