Exporting Client Data

Your data belongs to you. creavio makes it easy to export client information for use in spreadsheets, accounting software, email marketing tools, or simply as a backup.

Quick Export

Navigate to Clients in the main menu
Click the Export button in the top-right corner
Choose your format: CSV or Excel
Click Download

The quick export includes all visible clients based on your current filters. If you've filtered by tag, status, or date range, only those clients will be exported.

What's Included

The standard export includes these fields for each client:

Full name, email, phone number
Mailing address
Tags and categories
Date added to creavio
Total revenue (sum of all paid invoices)
Number of sessions booked
Last session date
Notes (first 500 characters)
Referral source
Custom field values

Advanced Export Options

For more control over what's exported, use Clients > Tools > Advanced Export. Here you can:

Select specific fields to include or exclude
Choose a date range for client records
Include session details as separate rows
Include invoice summaries
Export in different character encodings for international names

Using Exports for Email Marketing

If you use an external email marketing tool like Mailchimp or Flodesk, the CSV export is formatted for easy import. Email addresses are validated during export, and any invalid addresses are flagged in a separate column.

Scheduled Exports

On paid plans, you can schedule automatic weekly or monthly exports that are emailed to you as attachments. This serves as an ongoing backup of your client data. Set this up under Settings > Data > Scheduled Exports.

Exports never include passwords or payment card details. Stripe payment information is managed entirely by Stripe and is never stored in creavio.