SO10291 - Exporting Clients to Excel .csv format
Description:
How to Export your Clients into an Excel Spreadsheet (.csv format).
Links:
Client Selection
Import Clients to Client Selection

You now have the ability to export your Client Selection list into an Excel spread sheet.

  1. Open your Client Selection screen by clicking on the Clients icon (figure 1).


    2. (figure 1)

  2. Tag the client(s) you want to export, click the File menu at the top of the Client Selection, and select Export Client(s) (figure 2).


    3. (figure 2)

  3. A window will appear asking where to save the exported file(s). Select the location to save the .csv file to, then click OK (figure 3).


    4. (figure 3)

  4. You will now see the .csv file if you browse to the location you saved the file to (figure 4).


    5. (figure 4)

  5. Once you have exported clients you can import them back into the client selection screen at any time.