Overview
Generate a spreadsheet of your customers—filtered if desired—for reporting, backups, or external CRM sync.
Steps
In Clients > Customers, apply any filters you need (e.g., Active only).
Click Export in the top‑right.
Choose CSV or XLSX.
Download and open in your spreadsheet tool.
Tips
Hide unused columns via Filters first to keep your export tidy.
Schedule monthly exports for compliance or audit purposes.