How to export a CSV file with email addresses

Various types of data can be exported as CSV files. This article describes how to export a CSV file containing your client email addresses. Such CSV files may be used to perform bulk actions, identifying the clients to whom bulk actions will apply.

  1. Navigate to Clients > General.

  2. You can apply filters to a clients list to display specific records that you want to export.

  3. Click Column visibility in the upper-right corner of the General screen.

  4. Hide all the columns except for the Email column.

  5. Click Export in the upper-right corner of the screen.

  6. Select an export method. You can either send a CSV file to your email address or download it to your computer.

Note

The exported CSV file containing email addresses can be used to create a bulk action. To do this, open the file and remove the Email column header so that only email addresses are listed in the file.