Follow

How do I export my client list?

You can export your client list to a CSV/Excel file under Clients > List. Simply click the Export icon in the top right and a CSV-formatted file containing the fields under Clients > Details will download to your computer.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    tracy weber

    The export itself is an easy process, but for some reason incomplete. No phone numbers or second/additional email addresses were included.

  • Avatar
    Josh

    Hi Tracy-We see you also reached out to support, so we'll be reaching out to you there as soon as we have an update on this issue. We're not sure why that is happening specifically with your account so a developer is needed here. For future questions regarding the issue, please reach out to us using the "Support" link in your account or emailing us directly at support@fullslate.com. Thanks, Josh

Powered by Zendesk