How Do I Export My Client List

Wendy Claypool -

Login to your ClientWhys Admin at
Click on the Client tab


Click on the Gear and select Export Client List



The format of the export is a .csv file (comma delimited file) and will include the following fields - 

  • First Name 
  • Last Name 
  • Company 
  • Email 
  • Address 
  • Address2 
  • City 
  • State 
  • ZIP 
  • Phone 
  • Mobile 
  • Birthday 
  • Spouse First Name 
  • Spouse Last Name


Click here for instructions on exporting your email subscriber lists.

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