Client Management

How Do I Export My Client List

Login to your ClientWhys Admin at portal.clientwhys.com
Click on the Client tab

Click on the Gear and select Export Client List

The format of the export is a .csv file (comma delimited file) and will include the following fields -

  • First Name

  • Last Name

  • Company

  • Email

  • Address

  • Address2

  • City

  • State

  • ZIP

  • Phone

  • Mobile

  • Birthday

  • Spouse First Name

  • Spouse Last Name

Click here for instructions on exporting your email subscriber lists.