Exporting Clients to a Spreadsheet

When you export your Clients to a spreadsheet, a CSV (comma-separated values) file is generated that includes the following types of data:

    • First Name
    • Last Name
    • Email Address
    • Phone Number
    • Alternate Number
    • Address 1
    • Address 2
    • City
    • State/Province
    • Zip/Postal Code
    • Birthday
    • Photo URL
    • Source

To export your entire list, navigate to your: 

  1. Business Profile.
  2. Select Clients.
  3. Select Import / Export in the top right corner to expand the menu. 
  4. Select Export client file to download the file to your device. 

Alternatively, you can filter your list and download just those results. To learn how to filter your list, go here.

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