How to Export Clients to CSV

Exporting your client list to CSV is useful for creating backups, building reports, or migrating data to other tools. Here’s how to download your complete client list in seconds.

Export your clients

Navigate to your Clients page.
Click the Export to CSV button at the top of your client list.

The Export to CSV button on the Clients page

Your browser will automatically download a CSV file containing all your client data.

What’s included in the export

The CSV file contains the following information for each client:

Client name
Company name
Email address
Phone number
Address details
Currency preference
Any custom fields you’ve added

You can open the file in any spreadsheet application like Excel, Google Sheets, or Numbers.

If you have any questions, just ping us below. We’ll be happy to help!