Clientbook allows you to export your data in a .csv format for Clients, Chat History, and Sales Opportunities. This guide will walk you through the steps to export your data and provide details on the information included in each export.
What Can Be Exported
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Client Data
Includes the following fields:-
Client Name
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Email
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Mobile
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Birthday
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Anniversary
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Point of Sale ID
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Address
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City
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Postal Code
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State
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Associate
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Tags
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Opted Out
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Preferences
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Chat History
Includes the last 50 messages per client for the past year:-
Client
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Associate assigned
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Sales Opportunities
Includes all open sales opportunities:-
Sales Opportunity Description
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Amount
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Date Created
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Expected Close Date
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Created By
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Client
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How to Export Data
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Log In
Log into your Clientbook dashboard using an admin account. -
Navigate to the Data Section
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From the top navigation bar, click Setup.
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On the left-hand menu, scroll to the bottom and select Data.
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Select Data to Export
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Click Download to access the export options.
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Choose one of the following:
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Clients
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Chat History
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Sales Opportunities
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Download the File
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Once you’ve made your selection, Clientbook will process your request. The download is not automatic—our support team will email you the exported file as soon as it has been prepared by our development team.
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If you have any questions or need additional guidance contact our Customer Support Team at support@clientbook.com or (385) 352-3518.