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Export your client list
Export your client list
Exporting your client list gives you a comprehensive overview of your client database. Learn how to export your client list and effectively review, edit, and update key information.
Exporting your client list
Regularly exporting and reviewing your client list is good practice, especially before launching marketing campaigns or sending out notifications.
- Desktop
- Mobile
To export your client list:
- Open your Clients list.
- Duplicate client profiles will be highlighted at the top of the page. Click on Review & merge to combine these.
- Select Options and choose to Export your client list in either Excel or CSV format.
The file will download to your device where you can open and view the data.
To export your client list:
- Open your Clients list.
- Duplicate client profiles will be highlighted at the top of the page by a purple banner. Tap on Review & merge to combine these.
- Select Actions (three dots) at the top right corner and choose to Export your client list in either Excel or CSV format.
The file will download to your device where you can open and view the data.
Changes made to client profiles after exporting won't update the exported file automatically. Re-export your list after updates to keep it current.
FAQs
Can I export my client list to formats other than Excel or CSV?
What should I do if I find errors in my exported client list?
Can any team member export a client list?