Download the customer list from Clients. The verified export was run from the unfiltered Customers view using disposable QA records.
#Export clients
- From the dashboard workspace navigation, select Clients.
- Select the Customers tab.
- Select CSV to download a comma-separated customer file.
- If you need the spreadsheet export, return to Customers and select Excel.
#What happens next
The CSV action downloads a file named customers-YYYY-MM-DD.csv. The file includes columns such as FirstName, LastName, FullName, Email, Phone, CreatedAt, UpdatedAt, and Status. The Excel action downloads a genuine customers-YYYY-MM-DD.xlsx workbook.