We’ve been hard at work developing more ways for you to export your Clients and Activities on Privyr. Now, these features are ready and available for you to use! 🎉

When exporting your Client List, you will have full flexibility to download and manage your data as you see fit.

✨ Here’s what’s new.

You now have all these additional options when you want to Export Client List:

  • Export by a custom date range or since your last export.
  • Export your Client List & Activities by Team Member.
  • Export by Client Group.
  • Send the export to additional recipients.

👀 Get started with these simple steps.

Ready to export? It’s quick and easy to find your new options! 🪄✨

  1. Go to your Integrations tab
    • On the Privyr mobile app, this is under your Account settings > Integrations
    • On the desktop web version, this is your Integrations tab 
  2. Click Import/Export Clients, then Export Client List.

Select the export options you wish you use, then click REQUEST EXPORT.

We hope you enjoy this upgraded feature! 🎉

We always welcome your questions and feedback. Feel free to write to us at support@privyr.com.

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Kylee became a writer out of unbridled curiosity for the world. Forever fascinated with the exchange between people and technology, she will talk your ear off about science and science fiction.

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