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.

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.

Send us a message in the chat if you have any questions!
Actualizado el: 01/12/2025
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