Export client list
You can export your client list to CSV file.
Relationships between clients are not exported.
Only the clients in the current view are exported. Make sure you change to the appropriate view before exporting.
- From the Clients menu, select Clients list.
- Change the client list view to either Active clients or a custom view that includes all relevant clients.
- Select Actions then Export clients.
Exported CSV files are automatically saved to your device's Downloads folder.