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How can I export my clients / contacts to Excel?
How can I export my clients / contacts to Excel?
Updated over 6 months ago

To export your clients to Excel:

  1. search for the contact you wish to export.

  2. Click on the Blue square icon to [Export], located near the top right hand side of the page.

  3. Select one of the 2 options:

    1. Open the file with Excel; or

    2. Save File

  4. When saving the file, select the file type that is most suitable to your needs from the [Save as type] dropdown, eg: Excel Workbook or CSV.

  5. Click [Save].

Note: Only users who have the Administrator privilege enabled can use this feature.

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