{"id":150977,"date":"2026-10-11T12:56:45","date_gmt":"2026-10-11T12:56:45","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%aa%d8%b5%d8%af%d9%8a%d8%b1-%d8%a8%d9%8a%d8%a7%d9%86%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d8%a5%d9%84%d9%89-%d9%85%d9%84%d9%81-%d8%a5%d9%83%d8%b3%d9%84\/"},"modified":"2026-10-18T12:37:43","modified_gmt":"2026-10-18T12:37:43","slug":"exporting-client-data-to-an-excel-file","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/exporting-client-data-to-an-excel-file\/","title":{"rendered":"Exporting Client Data to an Excel File"},"content":{"rendered":"
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Module<\/span>Clients<\/span><\/div>\n
Screen<\/span>Backup, Client Directory Report<\/span><\/div>\n
Required Apps<\/span>Clients<\/span><\/div>\n
Required Permissions<\/span>The account owner for the backup, or View Client Reports for the report<\/span><\/div>\n<\/div>\n
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Contents<\/p>\n

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  1. Quick Overview<\/strong><\/a><\/li>\n
  2. Which Method Should I Choose?<\/strong><\/a><\/li>\n
  3. Method One: The Backup<\/strong><\/a><\/li>\n
  4. Method Two: The Client Directory Report<\/strong><\/a><\/li>\n
  5. Filters and Columns Explained<\/strong><\/a><\/li>\n
  6. Export Options<\/strong><\/a><\/li>\n
  7. Export Messages and Limits<\/strong><\/a><\/li>\n
  8. Exporting Clients with Their Balances<\/strong><\/a><\/li>\n
  9. Important Notes<\/strong><\/a><\/li>\n
  10. Frequently Asked Questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Quick Overview<\/h2>\n

    You can export your clients’ data to a file that opens with Excel in two ways: from Download Backup<\/strong><\/a> in the Account Information<\/strong><\/a> page, or from the Client Directory<\/strong><\/a> report. And there is no export button in the clients list itself.<\/p>\n

    Which Method Should I Choose?<\/h2>\n\n\n\n\n\n\n\n\n
    <\/th>\nThe Backup<\/th>\nThe Client Directory Report<\/th>\n<\/tr>\n
    The data<\/strong><\/td>\nAll the clients’ data: the code, name, email, address, phones, category, credit limit, and additional fields, with a separate file for contacts.<\/td>\nThe basic data: the code, name, category, region, address, phone, and mobile, without the email.<\/td>\n<\/tr>\n
    The filters<\/strong><\/td>\nThe branch only, when the branches app is enabled.<\/td>\nThe category, region, city, country, creation date, and client type.<\/td>\n<\/tr>\n
    Who can<\/strong><\/td>\nThe account owner only, and in active paid subscriptions.<\/td>\nAny user who has the permission to view client reports.<\/td>\n<\/tr>\n
    The format<\/strong><\/td>\nCSV or XML.<\/td>\nCSV that opens in Excel, or PDF.<\/td>\n<\/tr>\n
    Best for<\/strong><\/td>\nMoving all the clients’ data or keeping a full copy of it.<\/td>\nA filtered clients list for a specific purpose.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Method One: Exporting Clients from the Backup<\/h2>\n
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    1. From the main menu click Settings<\/strong> then Account Information<\/strong><\/a>.<\/li>\n
    2. Click the Download Backup<\/strong><\/a> button, and the System Data Backup<\/strong> page opens.<\/li>\n
    3. From Choose the modules you want to back up<\/strong>, select Clients<\/strong> only, and select Client Contacts<\/strong> too if you need them.<\/li>\n
    4. From Backup Format<\/strong> choose CSV<\/strong>, and leave Choose the Delimiter<\/strong> on the comma (Comma Separated).<\/li>\n
    5. If you have more than one branch, choose the branch from the Branch<\/strong> field, or leave it to export the clients of all branches.<\/li>\n
    6. Click Download<\/strong>, and the clients file is downloaded to your device directly, then open it with Excel.<\/li>\n<\/ol>\n
      \n

      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> If you select clients only, one file is downloaded with a name such as Backup_Clients_AccountNumber_Date.csv. And if you select more than one module, the files are downloaded compressed in a zip file. And if you select no module, the system exports all the data.<\/p>\n<\/div>\n

      The Columns of the Clients File in the Backup<\/h3>\n

      Client number, business name, first name, last name, email, address 1 and 2, city, region, postal code, phone 1 and 2, country code, last login, employee, follow-up status, category, tax number and commercial registration, birth date, gender, map location, credit limit and its period, national ID, and the clients’ additional fields. The column names appear in the file in English, such as ClientNumber, BusinessName, and Email.<\/p>\n

      Backup Conditions<\/h3>\n