CSV export creates spreadsheet-compatible files from your Slant data. You can export clients, prospects, other contacts, and people from their respective list views.
Export clients
- Navigate to Clients in the sidebar
- Apply filters if you want a subset (by tier, tag, etc.)
- Click the Export button in the toolbar
- The CSV file downloads with the current date in the filename
Client export columns
The export includes a unique identifier plus the columns visible in your current view. Available fields include:
| Column | Description |
|---|
| guid | Unique record identifier |
| name | Household display name |
| email | Head of household’s primary email |
| phone_number | Head of household’s primary phone |
| city | Head of household’s primary address city |
| state | Head of household’s primary address state |
| zip | Head of household’s primary address ZIP code |
| full_address | Head of household’s full address |
| tier | Service tier (A, B, C, D) |
| aum | Assets under management |
| status | Record status |
| tags | Applied tags (comma-separated) |
| created_at | When the record was created |
| updated_at | Last modification date |
| became_client_at | When the prospect became a client |
| next_review_due_on | Next scheduled review date |
| review_cadence | Review frequency |
| important_information | Important information notes |
| ai_summary | AI-generated summary |
| last_meeting_at | Date of last meeting |
Export prospects
The process is the same as exporting clients:
- Navigate to Prospects in the sidebar
- Apply filters if needed
- Click the Export button
Prospect exports use the same column set as client exports.
- Navigate to Contacts in the sidebar
- Apply filters if needed
- Click the Export button
| Column | Description |
|---|
| Full Name | Contact person’s name |
| Email | Primary email |
| Phone Number | Primary phone |
| Tags | Applied tags (comma-separated) |
| Status | Record status |
| Street Address | Address line 1 |
| Street Address 2 | Address line 2 |
| City | City |
| State | State |
| Zip | ZIP code |
| Full Address | Full address as single line |
Export people
Export individual people within client or prospect households:
- Navigate to Clients or Prospects
- Apply filters if needed
- Use the people export option to download a CSV of all people in the filtered households
People export columns
| Column | Description |
|---|
| household_guid | Unique household identifier |
| household_name | Household display name |
| full_name | Person’s full name |
| first_name | First name |
| last_name | Last name |
| middle_name | Middle name |
| preferred_name | Preferred name |
| date_of_birth | Date of birth |
| gender | Gender |
| marital_status | Marital status |
| household_role | Role (head_of_household, spouse, etc.) |
| job_title | Job title |
| designations | Professional designations |
| salutation | Salutation |
| suffix | Name suffix |
| email | Primary email |
| phone | Primary phone |
| address | Primary address |
Working with exported files
Opening in Excel
Recommended method:
- Open Excel
- Data > Get Data > From Text/CSV
- Select the file
- Choose UTF-8 encoding
- Click Import
Double-clicking the CSV file works for simple exports but may cause encoding issues with special characters.
Opening in Google Sheets
- Go to sheets.google.com
- File > Import > Upload
- Select your CSV file
- Set separator to comma and encoding to UTF-8
Common issues
Dates display incorrectly:
Dates are exported in ISO 8601 format (YYYY-MM-DD). Format the date column in your spreadsheet after opening.
Special characters appear wrong:
Use the Import function instead of double-clicking. Choose UTF-8 encoding.
Numbers formatted as text:
Format columns as numbers after opening. Leading zeros may be stripped.
Data security
Exported CSV files are not encrypted. Handle them according to your firm’s data security policies.
- Do not email unencrypted CSV files containing client data
- Store exported files in a secure location
- Delete exported files when no longer needed
Next steps
