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How to Export Clients to CSV*
Overview
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
- Click on the Clients component
- Click on the Reports tab
- Click the desired button
- Click the Export All Clients to CSV to export all of the clients to CSV
- Click the Export All Prospective Clients to CSV to export all of the clients to CSV
- Click the Export All Leads to CSVto export all of the clients to CSV
- If you are exporting clients you will need to select which type of clients you want to export
- Export Active Clients
- Export Hidden Clients
- Export Archived Clients
- 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
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