Exporting a list of people on the account

To export a CSV spreadsheet of all people listed on the company account:

  1. Click on ‘Team’ and go to the People sub-tab on the left menu
  2. Click on three dots towards the top right of the screen Click on Export to CSV
  3. You will receive an email on your work email address with the download link
  4. Click on ‘Download File’ and the csv will be downloaded Once we’re off the phone, I’ll send you a message with the information we’ve discussed on this call as well as a link to some additional resources.
  5. For more detailed instructions, refer to our help page.