Client Data Exports

Ensure you are logged in to the website as an admin-level user. If you are not an administrator on the account you will not be able to view/edit any company settings.

  1. Click on the Settings icon
  2. Click Manage Data
  3. Click the 'Export' button next to the Export Clients option
  4. You will then download a CSV (Comma Separated Values) file titled 'Clients'
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