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Exporting Clients

This article will walk you through the processes of exporting your client list in MyTime.

Things to know:

  • The "Allow Access to Client Configuration & Import/Export Tool" access control setting controls the ability to export client information
  • Client lists cannot be exported at the parent level for franchise companies
  • When exporting clients/pets/vehicles/family members, the system exports all default fields along with all custom fields

To export your client list in MyTime, follow the steps below

  1. Go to the Clients tab
  2. Select the Manage Clients drop-down menu  16659883-36b896cbfe5efe902f21ad96731a3ab8.png
  3. Once you select the drop-down menu, you will see three options for "Export Clients." The options include export all clients, export children, and export filtered clients.
    • Export Clients - This means that you will be exporting your entire client base, with the exception of (pets, family members).
    • Export Filtered Clients - This means that you will be exporting clients' information based on labels and/or specific filters that have been applied. 
    • Export Children -This means you will be exporting the information about the children (pets, family members, autos where applicable).


A CSV file will be created, which will be automatically downloaded and saved to your computer.  Desktop-screenshot__1_.png




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