Exporting Client Data

Exporting Client Data

Exporting Clients in Client Module

After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links.


Click on “All Clients” to reveal the list of all the current clients of your organisation which have been added into the WorkCeo platform. Click on “Contacts” to reveal the list of all the clients as well as leads of your organisation as shown below. 


To export the client data, click on the “Export” tab available on the top left corner of the “Clients” tab as shown below. The data can be exported in three different formats of “Excel”, “CSV” or “PDF” by clicking on the respective option.



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