Office Tools - Exporting Client data

Office Tools Workspace Export

1. Click Contacts in top tab.
2. Select Import/Export Contacts.
3. Select Excel Import/Export.
4. Select Export to Excel Spreadsheet.
5. In Common Info select Company Name, First Name, Last Name, Email Address, Address1, Address 2, City, State, Zip, and Account Number.
6. In Phone Numbers select Home, Work, and Mobile Phone.
7. In Other Select SSN, FEIN, and Entity Type​.
8. Choose to Export as CSV.
9. Click Export.