How can I export a client list?

We received the following question from an Intervals customer:

I need to export a client list. Is there a way to export a client list into Excel?

There are two ways to export a list of clients.

1. Utilize the Clients Section

From within the interface, navigate to the “Clients” section in the navigation and export a list of clients to a spreadsheet program or a PDF.

The export options are available at the top right of the client listing.

Export Client List

The spreadsheet export will include additional columns of information. Here is an example:

Excel Client Export

2. Utilize the Global Data Exports

All account data can be exported in XML and CSV format by utilizing the global data exports including client data. This help article shows how to utilize the global data exports.

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