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All CollectionsData Importing And Exporting
PDF, XLS & CSV Export Overview
PDF, XLS & CSV Export Overview

How to make an export of your client/prospects data in PDF/XLS/CSV.

Updated over a week ago

Click on any client/prospect account under Accounts.  Once you click on your account the account details panel will appear on the right hand side.  On the Account details panel click on the Export button.

From there you can choose either CSV, PDF or XLS (excel) and then click on the green export button.  From there the data from your accounts profile will then export into the selected file.

Note: When exporting off of the client/prospects account this exports the entire profile section of your clients account only.  If you've created a template that is not part of the datasets (profile) then you can do a "print to PDF" option by printing/downloading the completed engagement.

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