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Exporting Client Data

Hannah
Updated

Exporting your client data allows for efficient management, reporting, and integration with other systems. With just a few clicks, you can download structured client records in Excel or CSV format, ensuring compliance and easy accessibility for stakeholders.

 

Step 1: Navigate to Clients module from the left panel to to view your client list.

Step 2: Click the Export button to initiate the export

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Export Options:

  • Type:
    • All Pages: Export the complete client database.
    • Current Page: Export only the clients visible on the current page.
  • File Format:
    • Choose between Excel or CSV, depending on your requirements.

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Optional: To export data for a specific client, select the Client Record(s) in the table and then click Export for Selected data (clients).

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Step 3: Click the Export button to finalize and download your client data.

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Now, your client data will be ready for use in the chosen format, enabling easy access, sharing, and further management of your client information.

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Additional Batch Features

When selecting multiple client records:

Batch Delete: Permanently remove the selected clients from the database.
Batch Deactivate: Temporarily deactivate the selected clients, allowing for reactivation when needed.

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🔶Note: These actions are irreversible. Double-check your selection before proceeding.

 

Ready to add a new client manually? Learn how to create a client profile here and start managing your client relationships more effectively!

Benefits of Exporting Client Data

  • Streamlined Reporting: Generate insights with structured data.
  • Simplified Record-Keeping: Maintain compliance and support audits.
  • Enhanced Flexibility: Share and integrate client data effortlessly.

Need Assistance?

If you encounter issues during the export process or need further clarification, feel free to reach out to our support team at support@fynloapps.com. We’re here to help! 

Related Topics

📄 How to Create and Manage Client Profiles
🔄 Importing Client Information into the System
🔒 Why Deactivate or Activate Clients?
📊 Managing Client Payments

Streamlining your client export process will save time and ensure a well-organized database for seamless operations. 🚀

 

 

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