Exporting Client List

Owned by Holley Vosburgh
Last updated: Oct 01, 2022
2 min read

Did you know that you can export your client list from NexOne Office? This option is perfect when sending greeting cards to clients and prospects.

 

Follow the steps below to export your client list:

  • Select Contacts

     

  • My Contacts

     

  • In the Actions Tab, select Download

     

The Download window will display 3 different formats (the PDF function is unavailable);

  • CSV

    • This option will download an excel file that contains the full list of your clients. (Get the steps below)

If you’re interested in modifying your email list, select CSV as you will export it to an excel spreadsheet where you can remove, modify or add client information.

  • HTML

  • EMAIL

    • Using the email will send an email with the same components as the HTML option.

       

Select the option you would like to use to export.

 

CSV STEPS

A contacts file will be created and accessible from the bottom of your webpage or can be found in your downloads on your computer.