How to export clients and client contacts
You can export your list of clients or their contact information from Uku as an XLSX file. This is useful for maintaining a client list, performing bulk updates to client contacts, or transferring data to another software system.
TL;DR
Go to Clients in the main menu, select an account, click the ... (three-dot) menu, and choose whether to export clients or contacts as an XLSX file.
Who can do this
Company account members with access to the Clients section
Users with permissions to view client data
How to export clients or client contacts
Select Clients from the main menu.
Choose the account from which you want to export the list of clients or client contacts.
Click the ... (three-dot menu) button.
Select whether you want to export clients' data or contacts.
Click the export option and save the file in XLSX format to your preferred location.
The exported file is ready for use immediately.
Importing updated data back into Uku
If you want to import the file back into Uku after updating clients' data or contacts, read how to do it here.
Related links
Troubleshooting
I do not see the three-dot menu on the Clients page: Make sure you have selected a specific account first. The export option appears only after selecting an account.
The exported file is empty: Verify that the selected account actually has clients or contacts added. If the account has no data, the export file will be empty.
I cannot open the XLSX file: The exported file requires a spreadsheet application such as Microsoft Excel, Google Sheets, or LibreOffice Calc. Make sure you have one of these installed.
I want to update client data in bulk: Export the file, make your changes in the spreadsheet, then re-import it into Uku using the client import feature.
