Export clients from your client view

You can export the clients in your current client view to a .csv file.

  1. Go to Clients > Client list.
  2. Select the client view you want to export or select the required clients. To select all clients, select the top checkbox.

  3. Select Actions, then Export clients.
  4. Choose whether to export the list of clients displayed in your current view or export all your active or inactive clients.

  5. Select Export.

Once exported, the file is saved to your browser's Downloads folder.