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Importing/Exporting Lists of Clients
Importing/Exporting Lists of Clients

Importing clients

Mica Manson avatar
Written by Mica Manson
Updated over a week ago

It's easy to export your client list, see the step by step instructions below.

As of now Fons doesn't have a DIY client import tool, however we are happy to import those for you and more! Checkout out this article:


Export a Client Report

  1. While in Fons, navigate to Clients tab

  2. Click the "Actions" drop down

  3. Select "Export Client List"

  4. Fill in the Fields

  5. You can choose the Format CSV or PDF format.

    • If you choose PDF you will have the option to Open or Download

  6. Click Open or Download report


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