People: Export

Find out how to quickly export contacts into a convenient Excel file in this short article.

Begin by navigating to the People menu item to your left. Inside the People page, you will see the menu button to Export # Items to Excel, where # is the number of people in the current search. Before you enter any search criteria you can export your entire people database. Or you can perform a search before exporting:

Please Note: The export will only respect the results from your filters. Clicking the select box for a person does not change the results of the export.

After clicking on Export, you will see a pop-up which allows you to select which columns you want to include in your export: Recommended or Optional. When you have made your selections, click on the blue Email button to process the request.

Clockwork limits the amount of data available for export with selectable columns to 10,000 records. This is a security measurement for firm data. Firm Users are able to export more than 10,000 records, but the exported data will be limited to a set number of fields.

If you are in need of a firm data back up, or additional records, please contact our data services team.

Your export will be sent to you dependent on your notifications preference once the report is prepared: