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How to Export Your Clients and Contacts

Beatty W avatar
Written by Beatty W
Updated this week

First, navigate to the clients tab

Next, click the Import button in the top right hand corner of the screen

Then, select 'Update Existing Data and/or Add Clients'

After the menu opens, select Download your current data sheet to upload existing contacts

After you click the download option, your data will be downloaded automatically via your browser's settings.

Finally, click cancel on the import screen to return to your clients overview.

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