How Do I Export My Client List

Wendy Claypool -

Login to your ClientWhys Admin at portal.clientwhys.com
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.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk