Download the clients list as a file. The export mirrors the list exactly as it appears on screen, so set your search and filters before you export — whatever is showing is what you get.
Steps
- Search or filter the list until it shows the clients you want. See Search the client list and Filter the client list.
- Select Export in the top right of the clients list.
- Choose a format:
- CSV — for importing into another system.
- Excel — for reviewing or sharing.
- Select Download.
The file downloads through your browser.
Related
- Client list filter conditions
- Search the client list
- Filter the client list
- Client field reference