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How to export your client list

Getting your client contact information in excel

Written by Olivier Mills

If you need to export your client's contact information to merge for holiday postcards or import into other tool, you can export your basic client information like this:

  1. Go to Clients

  2. In the top right, click on the menu (3 vertical dots)

  3. Click Export list

A CSV file will be downloaded, you can open that in Excel, Google Sheets or Numbers.

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