v1.3.22 (Jan 1, 2026) Import and export your clients

Moving your client data in and out of ClientCee is now simple.

Export clients:

- Download your clients as a CSV file

- Export just the clients you've selected, or tick "Select All" to export everything

Import clients:

- Bring in your existing client list in bulk from a CSV file

- Not sure how to format your file? Download the sample file from the import window and fill it in

- Uploading is quick and works reliably, so switching from spreadsheets or another CRM takes minutes, not hours