Exporting Contact Data

Exporting Contact Data

Exporting Contacts from the “Contacts” tab

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 for “All Clients”, “Contacts” and  “Leads” as shown below.


Click on the “Contacts” option to see list of all the contact details of all available clients. In order to export the contacts, click on the “Export” icon found on the top left corner of the webpage as shown below. 


Clicking on the “Export” option opens three formats to export the contact details namely, “Excel”, “CSV”, and “PDF” as shown above. Choose the required format to download the contact details.

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