You may export your vCita client data in order to import it to another system. This works great for transferring information to an email campaign system, for instance.
- Choose Clients from the left-hand menu
- Then choose the Export button at the top of the screen
- Once there, you can then choose your desired option: Export to Excel or Export to CSV
Export Data Collected on Your vCita Contact Form Widget
If you collect specific details on your vCita Contact Form, they can be exported as well.
In order to export the data collected on the Contact Form Widget, you should have the same labels on your contact form fields as on your vCita Client Card. Click here to learn how to configure your client card.
Still have questions? Contact us.