The Easiest Way to Add Clients and Their Contacts To Accounting CRM

You might need to export the list of clients with their contacts. Exporting clients is useful for a client list, client contact mass updating or in case you need the list for another software.

To export clients:

Choose whether you want to export clients' data or contacts.

Click on the respective row and save the file in the "xlsx" format to a suitable folder.

The file is ready for use.

If you want to import the file back into Uku after updating clients' data or clients' contacts, read how to do it here.