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How to Export Your Practice Connect Jobs List to CSV

Export your Practice Connect Jobs list to CSV so you can match clients to job codes.

Written by Alex Millar

How to export jobs in Practice Connect

  1. Go to Practice Connect, then Jobs.

  2. Select the three-dot menu [...] on the right side near the search bar.

  3. Choose CSV export in the dropdown menu.

  4. Open the downloaded CSV. You can now match each client to their job code and add charge amounts before importing into XPM.

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