Exporting Client List and Job List to Excel

Exporting Client List and Job List to Excel

Introduction

To Export your Client List and Job List to Excel for reconciling your records and sharing it with higher authorities, follow the steps outlined below:

Exporting Client List to Excel

Step 1: Click on Clients > Manage Clients.

Step 2: Now click on Export to Excel.

clients-manage-clients

Step 3: Select the columns you would like to include when you export your Client List to Excel. Once done, click on Export to Excel.

select-columns-export-to-excel

Step 4: The excel sheet will be downloaded in your device ready to use.

client-list-exported

Exporting Job List to Excel

Step 1: Click on Clients > Manage Jobs.

Step 2: Now click on Export to Excel.

client-manage-jobs


Step 3: Select the columns you would like to include when you export your Job List to Excel. Once done, click on Export to Excel.

select-columns-and-export-to-excel


Step 4: The excel sheet will be downloaded in your device ready to use.

client-list-exported

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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