How do I export client contact data?

  1. Select “Clients” from the upper navigation menu 
  2. Search for and select the relevant client(s) 
  3. Select the gears icon in the upper right hand corner (“bulk options”) 
  4. Select “Export” (Note: exports are formatted as CVS or XLSX only)
  5. Specify what data you want exported 
  6. Select “Export”