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Articles in this section
  • Where can I see the history of quotes and invoices for a client?
  • How do I export my client list?
  • My import failed. What do I do?
  • How do I update existing clients in bulk via import?
  • How do I import clients from an Excel file?
  • Can I add multiple contact person to one clients(Person or Organization)?
  • How do I block a client (e.g., for non-payment)?
  • How do I get the Peppol ID for e-invoicing?
  • How do I set up VAT and Taxes for a client?
  • How does the Address field work?
  • See more

How do I export my client list?

Jonathan Pauwels
January 21, 2026 07:14
  1. Click More actions > Export.
  2. The system will generate an .xlsx file containing your client data, which you can download from the notification center or browser downloads.
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