Although your client data is secure on our servers, it is a good idea to create a backup from time to time to store on your own system.
Make a selection below and click Export. The page will refresh. Click on text link
"Click here to download your file." Your exported database file will open in a new browser window as
a CSV file. Click File menu in the top left of the browser and select Save As... and name/save the
CSV file on your computer.
Choose Output
Includes Prefix, First Name, Middle Name, Last Name, Suffix, Company Name, Default Address, City, State, Zip.
Includes Mailing Data PLUS all Phone numbers, other addresses and Email Addresses, Birth, Wedding and Annual Review Dates.
