Export client records from AdviserAide when you need to work with the information in a spreadsheet or another system. AdviserAide prepares the selected client information as a CSV file.
Only administrators can request and download client data exports.

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What you can export

Every CSV file includes the client’s number, first name, last name, and email address. You can also include:
  • Phone number, date of birth, time zone, and business name
  • Client addresses
  • Client contacts
  • Your organisation’s client custom fields
The export contains client information only. Cases, documents, emails, forms, contracts, and invoices are not included.

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Create an export request

1

Open Export Requests

Open Settings, select Clients, and then select Export Requests.
2

Start an export

Select Export request.
Export request window with date range fields and selectable client information

Choose the date range and client information to include in the CSV file

3

Choose the date range

Enter the From and To dates. AdviserAide includes clients based on the date each client was created, not the date their information was last updated.
4

Choose the client information

Select the additional client details, related records, and custom fields you want to include. The four required client details are included automatically.
5

Request the export

Select Export request. AdviserAide prepares the CSV in the background and lets you know when it is ready.
6

Download the CSV file

Download the completed file from the system notification or select the download icon beside the completed request in Export Requests.

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Export limits and availability

  • Each request can include up to 500 clients. Choose a smaller date range and create additional exports if you have more clients.
  • You can have one export in progress at a time.
  • A completed CSV file is available to download for 24 hours.
  • You can delete an export request from the Export Requests list. Deleting a request that is still being prepared cancels it.