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Exporting Clients to CSV

Updated

Overview

This tutorial will explain how to export your full client list to CSV.  If you need to export a subset of your clients to CSV then please see the Marketing Campaign Overview.

Table of Contents

  1. Exporting Clients to CSV
  2. Information Exported to CSV
  3. Exporting Selected Clients to CSV
  4. Viewing Clients Associated With a Specific Tag
  5. Exporting Clients by Tag

How to Export Your Clients to CSV

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click the desired option for export
    1. Click the Export All Clients to CSV to export all of the clients to CSV
    2. Click the Export All Prospective Clients to CSV to export all of the clients to CSV
    3. Click the Export All Leads to CSVto export all of the clients to CSV
  4. If you are exporting clients you will need to select which type of clients you want to export. The types are as follows:
    1. Export Active Clients
    2. Export Hidden Clients
    3. Export Archived Clients
  5. If you export the information to CSV then you will have to select the location to save the file to

Information Exported To CSV

  • The following information is exported out to csv
    • Gender
    • Business Name
    • Title
    • First Name
    • Last Name
    • Suffix
    • Street
    • City
    • State
    • Zip/Postal Code
    • Country
    • Email
    • Home Phone
    • Work Phone
    • Cell Phone
    • Client Number
    • Comma Separated List of Tags
    • Notes
    • Client Pipeline Stage Name
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Custom Field 6
    • Last Modified Date and Time
    • Twitter
    • Facebook
    • Google Plus
    • PInterest
    • LinkedIn
    • Flickr
    • Instragram
    • Website
    • Blog
    • Comma Separated List of Relationships
    • Comma Separated List of Relationship Types
    • Birthday
    • Anniversary

How to Export Selected Clients To CSV

  1. Click the Client component
  2. Click the Clients tab
  3. Click the All Clients menu bar button
  4. Select the desired clients by clicking on the checkbox in the first column
  5. Click the Group Operation menu button
  6. Click the Export Options menu option
  7. Click the Export Selected Clients to CSV button 
    1. Export Selected Clients.png

How to View Clients Associated With a Specific Tag

  1. Click on the Clients Component
  2. Click on the Settings tab
  3. Click the Manage Tags button
  4. Find the desired tags and then click on the View Clients button

How to Export a Clients By Tag

  1. View the clients associated with a tag using the instructions above
  2. Click on the Group Operations menu option
  3. Click on the Select All menu item
  4. Click on the Group Operations menu option
  5. Click on the Export Selected Clients to CSV button