Articles on: Clients

Download client list to Excel

To download a list of your clients as an Excel file, go to the web portal, and on the Main menu, click on Clients:

Then, click on Download, which will download an Excel file to your device with a list of your clients.

NOTE: You can change what information is downloaded to this file by applying filters to your client list before clicking download.

After clicking Download, you'll see a the option to click **Download **on the bottom of your screen. You'll also have this document automatically sent to your email.

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Updated on: 10/16/2025

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