Exporting Client Data
You can export your client list and individual client records as CSV files. Exports are available on Practice and higher plans.
Exporting Your Client List
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Go to your client list.
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Apply any filters you want reflected in the export (optional — exporting without filters includes all clients).
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Click the "Export" button in the top-right of the client list.
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Select "Client List CSV."
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Click "Download."
The downloaded CSV includes:
| Column | Description | |--------|-------------| | Name | Client full name | | Email | Client email address | | Type | Connected or Seated | | Stage | Current pipeline stage | | Engagement | Score band at time of export | | Policy Count | Number of policies recorded | | Net CV | Total CV minus total loans (as of last snapshot) | | Last Active | Date of last recorded activity | | Tags | Comma-separated tag list |
Exporting an Individual Client Record
From a client's profile:
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Click the three-dot menu in the profile header.
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Select "Export Client Record."
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Choose what to include: Banking Summary, Notes, Reminders, or All.
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Click "Download CSV."
Privacy Considerations
Exported files contain personal and financial data. Handle them appropriately:
- Store exports in a secure location, not in shared drives with broad access
- Do not include client exports in unsecured email attachments
- Exports are logged in your practice's activity history with timestamp and your account name
- Clients are not notified when you export their data, but the export is recorded
Exports are for your practice's internal use. Do not share exported client data with third parties without appropriate client consent and legal review.