Documents / Import & Export / Exporting Data

Exporting Data

2 min read

Every export in Clientish, its format and the permission it needs.

Download your data as Excel or CSV files. Every export downloads straight away in your browser.

Overview

This guide lists where each export is and what it needs.

Who Can Access

Agency AdminTeam Member

Step-by-Step Guide

  1. Find the button

    Open the page you want to export, such as Orders, Clients or Leads.

  2. Choose a format

    Click the export button and pick Export as Excel (.xlsx) or Export as CSV (.csv) where offered.

    Export orders & ratings menu with Excel and CSV

Every Export

ExportWhereFormatPermission
OrdersOrders, Reports, DashboardExcel or CSVExport orders & ratings
Order and ticket ratingsReports, DashboardExcel or CSVExport orders & ratings / Export ticket ratings
InvoicesInvoices, Reports, DashboardExcel or CSVExport Invoices
Transactions and accountsReports, DashboardExcel or CSVAccess to that report
ServicesServices, ReportsExcel (Reports: also CSV)Export Services
ClientsClients, ReportsExcelExport Clients
LeadsLeadsCSV, newest 5,000Export Leads
SubscriptionsSubscriptionsCSVView subscriptions
Form dataFormsCSV, orders that came in through formsForms access
Task statusTeam, Remote MembersCSVExport Remote Task Status for remote
Leads page buttons: Template, Import, Export and Duplicates

Good to Know

  • Nothing is emailed; files download straight away.
  • Exports with dates use your date range, up to one year. Without one they use this month.
  • Hidden amounts and contact details stay hidden in exports for people without those permissions.

Frequently Asked Questions

“That export is too large for one file.”⌄
Narrow the date range and try again.
“You do not have permission to export this.”⌄
Ask the owner to tick that export box on your role.

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