How to export all your client data and information from your account.
Ensure you are logged in to the website as an admin-level user. If you are not an administrator on the account you will not be able to view/edit any company settings.
- Click on the Settings icon
- Click Manage Data
- Click the 'Export' button next to the Export Clients option
- You will then download a CSV (Comma Separated Values) file titled 'Clients'