Export clients
Export all clients
1
Go to Clients
Navigate to Clients in the sidebar.
2
Clear filters
Remove any filters to show all clients.
3
Click Export
Click the Export button.
4
Choose options
Select what to include:
- People in each household
- Custom fields
- Tags
5
Download
CSV file downloads.
Export filtered clients
1
Apply filters
Filter by tier, tag, advisor, etc.
2
Verify results
Check the list shows what you want.
3
Click Export
Export the filtered list.
Client export columns
| Column | Description |
|---|---|
| household_id | Unique identifier |
| name | Household display name |
| tier | Service tier (A, B, C, D) |
| aum | Assets under management |
| created_at | When record was created |
| updated_at | Last modification |
| assigned_advisor | Primary advisor |
| tags | Applied tags |
| (custom fields) | Your custom field values |
Export prospects
Same process as clients:1
Go to Prospects
Navigate to Prospects.
2
Filter if needed
Apply any filters.
3
Click Export
Download the CSV.
Prospect-specific columns
| Column | Description |
|---|---|
| stage | Pipeline stage |
| estimated_value | Potential AUM |
| source | Lead source |
| last_contact | Most recent interaction |
Export contacts
1
Go to Contacts
Navigate to Contacts.
2
Filter
Filter by type, tag, etc.
3
Export
Click Export to download.
Contact export columns
| Column | Description |
|---|---|
| contact_id | Unique identifier |
| name | Contact or company name |
| type | Contact type |
| company | Company name |
| Primary email | |
| phone | Primary phone |
| website | Website URL |
Export people
Export individuals across all households:1
Go to Settings
Navigate to Settings → Data.
2
Select People export
Choose Export people.
3
Download
Get the people CSV.
People export columns
| Column | Description |
|---|---|
| person_id | Unique identifier |
| first_name | First name |
| last_name | Last name |
| Primary email | |
| phone | Primary phone |
| household_id | Link to household |
| household_name | Household name |
| role | Head of household, spouse, etc. |
| date_of_birth | Birthday |
Export tasks
Export tasks from list
1
Go to Tasks
Navigate to Tasks.
2
Filter
Filter by status, assignee, due date, etc.
3
Export
Click Export.
Task export columns
| Column | Description |
|---|---|
| task_id | Unique identifier |
| title | Task title |
| description | Task details |
| status | Open, complete, etc. |
| due_date | When due |
| completed_at | When marked complete |
| assignee | Assigned user |
| household | Related client |
| labels | Applied labels |
| priority | Priority level |
Export notes
1
Go to data export
Navigate to Settings → Data.
2
Select Notes
Choose Export notes.
3
Filter
Optionally filter by date range.
4
Download
Export the notes CSV.
Notes export columns
| Column | Description |
|---|---|
| note_id | Unique identifier |
| content | Note text |
| created_at | When created |
| author | Who wrote it |
| household_id | Related household |
| household_name | Household name |
Export options
Select columns
Choose which columns to include:1
Click Export
Start the export process.
2
Click Select columns
Open column selection.
3
Choose columns
Check/uncheck columns to include.
4
Export
Download with selected columns only.
Include related data
When exporting households, optionally include:- People: Each person as a row with household info
- Primary person only: Just the head of household
- Flattened: People columns repeated for each household
Date range
For activity-based exports:1
Set start date
Choose the beginning of the range.
2
Set end date
Choose the end of the range.
3
Export
Only records in range are included.
Working with exported files
Opening in Excel
Method 1: Double-click- Works for simple files
- May have encoding issues with special characters
- Open Excel
- Data → Get Data → From Text/CSV
- Select the file
- Choose UTF-8 encoding
- Import
Opening in Google Sheets
1
Go to Google Sheets
Open sheets.google.com.
2
Import
File → Import → Upload.
3
Select file
Choose your CSV.
4
Configure
Set separator to comma, encoding to UTF-8.
Common issues
Dates display incorrectly:- Excel may interpret dates differently
- Format the date column after opening
- Use UTF-8 encoding when opening
- Use the Import function instead of double-clicking
- Format columns as numbers after opening
- Leading zeros may be stripped
Bulk export
Export all data
Download everything at once:1
Go to Settings
Navigate to Settings → Data.
2
Click Export all
Click Export all data.
3
Wait
Large exports may take time.
4
Download ZIP
Receive a ZIP file with multiple CSVs.
ZIP contents
The export ZIP includes:- clients.csv
- prospects.csv
- contacts.csv
- people.csv
- tasks.csv
- notes.csv
- meetings.csv
Scheduled exports
Set up recurring export
For regular backups:1
Go to export settings
Navigate to Settings → Data → Exports.
2
Create schedule
Click Schedule export.
3
Configure
Set frequency (daily, weekly, monthly).
4
Choose delivery
Email or cloud storage.
Scheduled exports are available on Professional and Enterprise plans.
Security considerations
Before exporting
Consider:- Do you need all this data?
- Who will access the export?
- How will it be stored?
- When will it be deleted?
After exporting
Handle files securely:- Don’t email unencrypted
- Store in secure location
- Delete when no longer needed
- Track who has copies
Troubleshooting
Export button grayed out
Check:- Your permission level
- Whether filters show any results
- Browser blocking downloads
File is empty
Verify:- Filters aren’t excluding all records
- You have records of that type
- Permission to see the records
Export incomplete
If records are missing:- Check filters
- Verify permissions
- Large exports may time out—try smaller batches