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How to Export Clients to CSV


This tutorial will explain how to export your full client list to CSV.  If you need to export a subset of your clients to CSV then please see How to Create a Marketing Campaign.

How to Export Your Clients to CSV

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click the desired button
    1. Click the Export All Clients to CSV to export all of the clients to CSV
    2. Click the Export All Prospective Clients to CSV to export all of the clients to CSV
    3. Click the Export All Leads to CSVto export all of the clients to CSV
  4. If you are exporting clients you will need to select which type of clients you want to export
    1. Export Active Clients
    2. Export Hidden Clients
    3. Export Archived Clients
  5. If you export the information to CSV then you will have to select the location to save the file to

Information Exported To CSV

  • The following information is exported out to csv
    • Gender
    • Business Name
    • Title
    • First Name
    • Last Name
    • Suffix
    • Street
    • City
    • State
    • Zip/Postal Code
    • Country
    • Email
    • Home Phone
    • Work Phone
    • Cell Phone
    • Client Number
    • Comma Separated List of Tags
    • Notes
    • Client Pipeline Stage Name
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Custom Field 6
    • Last Modified Date and Time
    • Twitter
    • Facebook
    • Google Plus
    • PInterest
    • LinkedIn
    • Flickr
    • Instragram
    • Website
    • Blog
    • Comma Separated List of Relationships
    • Comma Separated List of Relationship Types
    • Birthday
    • Anniversary