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Can I export client data from the Elements portal?

Abby Morton
Abby Morton
  • Updated May 08, 2024 19:58

Currently, only client contact data can be exported from the portal - see the below tutorial.  Financial data currently cannot be exported.  

 

https://scribehow.com/shared/How_to_export_client_contact_information__UKfA-CCGTXKcDGf87lAy_g

 

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