Exporting a list of people on the account
To export a CSV spreadsheet of all people listed on the company account:
- Click on ‘Team’ and go to the People sub-tab on the left menu
- Click on three dots towards the top right of the screen
Click on Export to CSV
- You will receive an email on your work email address with the download link
- 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.
- For more detailed instructions, refer to our help page.