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How to export clients and client contacts?
How to export clients and client contacts?
Maria Müürsepp avatar
Written by Maria Müürsepp
Updated over a week ago

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:

  1. Choose "Clients" from the main menu

  2. Choose from which account you want to export the list of clients or client contacts.

  3. Click on the icon with three dots:

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.

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