Exporting Clients / Payers

User Guide / Your clients / payers / Exporting Clients
Changed: 07.04.2023 17:16

In order to bulk export all of your clients in CSV, TSV or XLS (Excel) format, please navigate to Clients, scroll down to the bottom of the page, click the righthand "Export" and choose your preferred button.

Please note: Depending on how many clients you have, this process may take up to a few minutes, so make sure not to navigate away from this page.