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Client Export

To export your client list, you will need to sign-in your MyTime Account and go to the Clients section. Once the Clients page is loaded, you will select the drop-down menu for "manage clients."  Please review the screenshot below:  

 

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Once you select the drop-down menu, you will see three options for "Export Clients." The options include export all clients, export clients and export filtered clients. 

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"Export All Clients," means that you will be exporting your entire client base (clients, pets, autos). 

"Export Clients Only," means that you will be exporting client's information without additional data that  includes pets, autos, children information.

"Export Filtered Clients," means that you will be exporting client's information based on labels and/or specific filters that have been applied.  

When exporting clients/pets/vehicles/family members, the system exports all default fields along with all custom fields.
 
Additional export information: 
- fields for a pet are prefixed with pet (e.g. Vet Name => Pet Vet Name)
- fields for a vehicle are prefixed with vehicle (e.g. Name => Vehicle Name)
- fields for family members are prefixed with family

 

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