Skip to main content

How to Access a List of All Clients with Email Addresses

Step-by-step guide on exporting client data with email addresses.

A
Written by Alex Millar
Updated this week

How to Access a List of Clients with Email Addresses

To export a list of all clients with email addresses, follow these steps:

  1. Go to the Mapping page.

  2. Click on the three dots on the right side of the page.

  3. Select "Customers with addresses" - this filter shows only customers with email addresses.

  4. Click Export to download the data as a CSV file.

You can also choose from other export options:

  • "Customers" - exports all customers with contact names and details.

  • "Organisation/Plans" - provides a summary of all plans and associated organisations.

The CSV file will contain the client information you need and can be opened in Excel or printed from there.

Did this answer your question?