Exporting Client Data from Mango

You can follow the steps below in order to export your client data from Mango Practice software.

1. Log into your Mango Practice account
   Use your credentials to access the dashboard where you manage clients.
2. Go to the Client (or Users) section
   Typically found under Settings → Clients or Settings → Users/Manage Users.
3. Launch the export process
   Look for an Export or User Tools button. Mango lets you export data into various formats (e.g. Excel/CSV)
4. Choose export scope and format
   • Select All Clients or pick specific ones.
   • Choose your file format, like .csv or .xlsx
5. Initiate the export
   Click Export. The system will process your request and provide a download link either via email or within the app itself .
6. Download your file
   • You’ll get a notification when it's ready.
   • Head to Settings → Exported Data (or Home → Exported Data) to retrieve the file 

Notes:

• The export typically includes client contact info and user records; billing or invoicing details may require separate export options.
• Exact menu names may vary slightly depending on your version, look for terms like Users, Clients, or Manage Users.
• If you're unsure where the export options are, Mango’s support can guide you or perform this for you since we do not have access to other software's.

Further Assistance:

• Mango Support offers assistance for exports. Visit: mangopractice.com.
• Contact them via in-app chat or email at [e-mail].

Related to

• Mango export
• Mango client data