Export clients

You can export Client information to a TSV or Excel format for export to other locations or applications.

  1. In the toolbar, click Clients.
  2. In the Clients toolbar, click TSV or Excel to download a file format containing a list of clients.
  3. Save the file to your hard drive or other location.

To open the TSV file in Excel, open a new Excel workbook and drag the file into the workbook. Adjust the column widths as required.