Client Management

How Do I Export My Client List

Login to your ClientWhys Admin at
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.