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How can I export my client information for marketing campaigns?

Learn how to get an export of your client list

Working on a marketing campaign like a monthly newsletter? Mailing holiday cards and need a list of your clients’ addresses? You can export everything you need including their name, email, address, and pet names right from the Clients tab in our Reports dashboard!


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Tap download to have the CSV sent to you via email. You’ll receive 4 reports in that email, but the report you’ll need is the clients by location attachment. You can see a preview of what’s included in the export below!

  • First and last names of primary and secondary contacts

  • Preferred emails of primary and secondary contacts

  • Address of the family

  • Pet names

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