How to export a list of clients/contacts

Created: 2018-10-30
Last updated: 2019-12-03

Post view count: 1549

If you want to export your clients database to XLS file, you can easily do it in a few steps. First, select Settings > Import/Export.

Next, click on the New export. Unfold the list and select Client database export or Contact database export.

The system will gather all contacts/clients and at the end will ask you to download the file.
After downloading, a new excel window will be opened with your clients database.

Note -  if you have over 5000 clients in your database, you will receive an email with an attachment in the zip file.
The file will be valid for 2 days.

If you've added your custom fields to the list, they will also be exported.


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