The export clients feature can be very useful in situations where you want to quickly backup your clients or wish to transfer them into a third party platform. When using this feature, BILLWAZE will export all of your client ( active and inactive ) into a .CSV file. A Comma Separated Values (.CSV) file is a plain text file that will have a list of your clients with their respective information ( City, State, Telephone #, etc. ). Step 1 | To export your clients, navigate to "Clients" -&gt; "Manage Clients" module. Step 2 | Click on the "Action" button toward the top right of your screen and select "Export Clients". Step 3 | From the "Confirm Clients Export" modal, click "Export Clients" The system will compile a .CSV file of all your clients. Within a few minutes, an email with a link to the .csv file will be sent to the your login email address. All links will be removed within 24 hours.

In this article we will cover the steps required to export clients from BILLWAZE.

The export clients feature can be very useful in situations where you want to quickly backup your clients or wish to transfer them into a third party platform. When using this feature, BILLWAZE will export all of your client ( active and inactive ) into a .CSV file. A Comma Separated Values (.CSV) file is a plain text file that will have a list of your clients with their respective information ( City, State, Telephone #, etc. ).

****Step 1**** | To export your clients, navigate to "Clients" -> "Manage Clients" module.  
****Step 2**** | Click on the "Action" button toward the top right of your screen and select "Export Clients".  
****Step 3**** | From the "Confirm Clients Export" modal, click "Export Clients"

The system will compile a .CSV file of all your clients. Within a few minutes, an email with a link to the .csv file will be sent to the your login email address. All links will be removed within 24 hours.

How to Export Clients

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