{"id":297,"date":"2019-07-15T23:01:33","dateGmt":"2019-07-15T23:01:33","modified":"2022-06-28T04:34:44","modifiedGmt":"2022-06-28T04:34:44","status":"publish","title":"How to Export my Clients or Customers","content":"<p>In this tutorial, we will show you how to export clients in <strong>Local Service Hero<\/strong>.<\/p>\n<p>Sometimes you need to export your clients\u2019 profiles to a CSV in order to:<\/p>\n<ul>\n<li>Create an external database of your clients,<\/li>\n<li>Send reports to other members of your business team,<\/li>\n<li>Create a CSV with useful information for your marketing team and marketing campaigns.<\/li>\n<\/ul>\n<p>That could be difficult, but Local Service Hero gives you an easy way to export your client profiles to a CSV file. Just follow these simple steps:<\/p>\n<h2>1- Open the \u201cExport\u201d tool<\/h2>\n<ul>\n<li>Click on the\u00a0<strong>Settings<\/strong> button on the top right side of the screen.<\/li>\n<li>Click on \u201cExport\u201d.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-01.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1348 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-01.png\" alt=\"how export client profiles local service hero\" width=\"1920\" height=\"706\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-01.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-01-350x129.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-01-1024x377.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-01-768x282.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-01-1536x565.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><\/p>\n<h2>2- Export clients in Local Service Hero<\/h2>\n<p>In the <strong>What field do you want to export<\/strong> dropdown, you will see different options of content you can export, so you need to select <strong>Clients<\/strong> and click on <strong>Export<\/strong>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1349 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-02.png\" alt=\"how export client profiles local service hero\" width=\"1920\" height=\"706\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-02.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-02-350x129.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-02-1024x377.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-02-768x282.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-02-1536x565.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>The CSV containing your clients should be downloaded automatically, but if it doesn\u2019t download, you need to click the CSV file link shown below the progress bar. When you click on this link, your client profiles will be downloaded to your computer on a CSV file.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1350 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-03.png\" alt=\"how export client profiles local service hero\" width=\"1920\" height=\"706\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-03.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-03-350x129.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-03-1024x377.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-03-768x282.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-03-1536x565.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>This is what the CSV file will look like. As you see, every column is a field containing information of your clients, and every row is a client profile. This is a great way to download your business costumers\u2019 profiles to your computer.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1351 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-04.png\" alt=\"how export client profiles local service hero\" width=\"1920\" height=\"706\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-04.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-04-350x129.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-04-1024x377.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-04-768x282.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-04-1536x565.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>Here\u2019s another tutorial where you can learn <a href=\"https:\/\/localservicehero.com\/us\/how-import-clients-customers\/\"><strong>how to import clients\u2019 information using a CSV file<\/strong><\/a>. It\u2019s a great way to update great amounts of information on your customers\u2019 profiles.<\/p>\n<hr \/>\n<p><strong><a href=\"https:\/\/localservicehero.com\/us\/tutorials\/\">Go Back to All Tutorials<\/a><\/strong><\/p>\n","excerpt":"<p>In this tutorial, we will show you how to export clients in Local Service Hero. Sometimes you need to export your clients\u2019 profiles to a CSV in order to: Create an external database of your clients, Send reports to other members of your business team, Create a CSV with useful information for your marketing team \u2026 <a title=\"How to Export my Clients or Customers\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/how-export-client-profiles\/\">Read more<\/a><\/p>\n","commentStatus":"closed","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[{"slug":"clients","id":43,"name":"clients"},{"slug":"export","id":51,"name":"export"}],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/export-clients-05.jpg","_links":{"predecessor-version":[{"id":2849,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/297\/revisions\/2849"}]}}