Export a List of Your Clients

IntakeQ gives you the ability to export a list of your clients to a CSV file.

To do this, follow the steps below:

Export All Clients

  1. Navigate to "Lists > Clients".
  2. Click on the "Export Clients" button (located below the search button).
  3. Select "Export All Clients" and a CSV file download will begin with your client details.

Export Specific Clients

  1. Navigate to "Lists > Clients".
  2. Use the input fields at the top of the screen and click the "Search" button to filter which clients will be included in the output.
  3. Once your client search is complete, click on the "Export Clients" button (located below the search button).
  4. Select "Export Search Results" and a CSV file download will begin with your client details.

If you have any questions or require assistance, please contact us and we'll be happy to help!

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