Exporting Clients

Modified on Thu, 23 Jan at 1:47 PM

Exporting client data is essential for businesses to manage client information efficiently. Whether for marketing campaigns, data analysis, or maintaining up-to-date records, the ability to export client information can streamline various aspects of your operations. This article will guide you through the process of exporting client data from our platform, ensuring a smooth and efficient experience.

Things to know:

The "Allow Access to Client Configuration & Import/Export Tool" access control setting controls the ability to export client information
For franchise businesses with global clients activated, the client list cannot be exported at the parent level.
When exporting clients, pets, vehicles, or family members, the system exports all default fields as well as any custom fields.
Global clients can be exported from the child level by removing the filtered location from the location filter. Once done, all global clients will be displayed.
When exporting clients you have the option to export either all clients or only those that meet certain filtering criteria:
- Export Clients - This option exports the entire client base, excluding details related to pets, family members, or vehicles.
- Export Filtered Clients - With this option, you can export client information based on applied labels and specific filters. This allows for a more targeted export, including only the clients that meet certain criteria or have specific attributes.
- Export Children - This option focuses on exporting information related to children (pets, family members, and vehicles where applicable)
- Export Filtered Children- This option allows you to export information related to children (such as pets, family members, or vehicles, where applicable) based on the locations specified in the location filter. This option will not be available for accounts without a child type configured.

To export your client list in MyTime:

Navigate to the Clients tab
Select the Manage Clients drop-down menu > Click "Export Clients / Export Filtered Clients / Export Children" option
A CSV file will be downloaded and saved to your device

This export will include the following data:


Column	Description
client_id	This is the external ID of the client. If your clients don't have a client_id, this will be blank
client_first_name	The first name of the client
client_last_name	The last name of the client
mytime_client_id	The MyTime unique ID for the client
deleted	This column determines if the client should be deleted or not. "FALSE" to not delete the client or "TRUE" to delete the client
gender	1 will be present for female and 2 for male
date_of_birth	Birthdate of the client
client_since	The date the client first visited
email	Email address of the client
mobile_phone	Mobile phone number of the client
home_phone	Home phone number of the client
work_phone	Work phone number of the client
street_address	Street Address of the client's home
street_address_2	Second street address line of the client's home
city	City of the client's home address
state	State of the client's home address. Two-letter state code e.g. CA/NY/NV
zip	Zip code of the client's home address
country	Two-letter country code e.g. US
can_receive_automated_emails	Is the client permitted to receive appointment-related emails? (Enter 1 for yes and 0 for no)
can_receive_automated_sms	Is the client permitted to receive appointment-related SMS (text messages)? (Enter 1 for yes and 0 for no)
can_receive_manual_emails	Is the client permitted to receive an email campaigns? (Enter 1 for yes and 0 for no)
can_receive_manual_sms	Is the client permitted to receive SMS campaigns? (Enter 1 for yes and 0 for no)
can_receive_manual_sms_confirmed_at	If this field is present, the client is double opted in. Format - Year-Month-Day Hour:Minute: Second Timezone. Example: 2021-09-20 13:05:20 UTC
contact_preference	The client's preferred contact method - 'Email', 'Text Message', 'Home Phone', 'Work Phone', or 'Mobile Phone'.
notes	Client notes found on the client's profile
labels	The labels assigned to the client
custom_field X	This will display the UUID of the field for any custom fields
preferred_employee_id	This is the employee_id of the employee
preferred_location_id	This will display the store ID for the location that is set as preferred on the client's profile
associated_location_ids	This is the location IDs of the locations the client is associated with.
associated_mytime_location_ids	This is MyTime's location ID for the locations listed in the business which is also the number on the top right-hand corner of the 'Edit Location' modal to fill the Store ID field

For more information contact us at support@mytime.com or (385) 233-6964.