Export Clients to Excel or CSV | FieldCamp

Export your FieldCamp client data to Excel or CSV for analysis, reporting, and backup. Filter by stage or location, customize columns, then download instantly.

FieldCamp makes it easy to download your client data as an Excel or CSV file for backup, analysis, reporting, or sharing with your team.

With the Command Centre: Type "How many active clients do I have?" or "Show me clients in New York" in the Command Centre to quickly get insights without exporting. For full data downloads, use the export feature below. See AI Skills for more.

Quick Export

Go to the Clients page
Set up filters if you want to export only specific clients
Click the Import / Export button in the toolbar
Select Export View as Excel (for .xlsx) or Export View as CSV (for .csv)
Your file downloads automatically to your device

FieldCamp Clients toolbar showing the Import/Export dropdown with Export View as CSV, Export View as Excel, and Import options

You need the Export permission for Clients to see the Import / Export button. If you do not see it, contact your admin to update your role.

Tip: The export only includes clients matching your current filters. Set up filters first to export exactly the clients you need.

What Gets Exported

Your export only includes clients you have permission to view. If your role is set to "View Assigned," you will only export your assigned clients. Admins export all clients.

Columns Exported

Your export includes all the columns currently visible in your table:

If you hide a column, it will not be in the export
If you add a column, it will be included
To export specific columns, customize your table columns first

Data Included

Field	Export Column Header
First Name	First Name
Last Name	Last Name
Email address	Email
Phone number (with country code)	Phone
Company Name	Company
Client Type (Business or Individual)	Client Type
Primary Address	Primary Address
Billing Address	Billing Address
Business Address	Business Address
Website	Website
Tax Number	Tax Number
Pipeline Stage	Stage
Custom fields	Uses the property name as the column header

Export Formats

Excel (.xlsx) — Best for analysis in Microsoft Excel, Google Sheets, Numbers, or LibreOffice
CSV (.csv) — Best for importing into other tools, CRMs, or mail merge systems

Both formats contain the same data. The exported file is named with a timestamp so you can keep multiple exports organized by date.

Filtering Before Export

You can export different segments of your client base by using filters:

Export only Active Clients: Filter by Stage = "Active Client", then export
Export specific location: Filter by City = "New York", then export
Export recent signups: Filter by Created Date = "This Month", then export
Export by assigned team member: Filter by Assigned To = specific person, then export

FieldCamp Clients page with a stage filter applied showing how to export only filtered clients via the Import/Export dropdown

Customizing Columns Before Export

To export only certain columns:

In the Clients table, click the column settings
Hide any columns you do not want in the export
Show only the columns you want
Click Import / Export and select your preferred format

Tip: Create a custom view with your preferred columns, filters, and sorts, then export from that view. It is faster than customizing every time.

Common Uses for Exported Data

Backup — Keep a copy of your client database for record-keeping
Analysis — Use Excel to analyze trends, create charts, and generate reports
Sharing — Send client lists to team members, accountants, or partners
Mail merge — Use the data to create personalized letters or emails
Integration — Import the data into other business systems
Reporting — Create custom reports for your business

Category-Specific Exports

The export respects whichever category or view you are currently viewing:

Leads — Export only clients at the lead stage
Pipeline — Export clients in active pipeline stages
Clients — Export all established clients

What is NOT Included in Export

The export contains client contact information and properties, but does NOT include:

Detailed interaction history
Email threads
Job records or estimates
Invoice details
Internal notes or comments

If you need to export this detailed information, contact support for custom export options.

Troubleshooting Exports

If the Import / Export button is not visible: Your role may not have the Export permission — contact your admin.

If the file does not download: Check your browser's download settings and make sure automatic downloads are allowed.

If Excel shows a warning about the file format: This is normal for .xlsx files. Click "Enable" or "Open" to proceed — the file is safe.

FAQs

How do I export only specific clients from FieldCamp?

Go to the Clients page and apply filters to narrow down to the clients you want. Then click Import / Export and select either "Export View as CSV" or "Export View as Excel."

What columns are included in a FieldCamp client export?

The export includes all columns currently visible in your Clients table — including First Name, Last Name, Email, Phone, Company, Client Type, addresses, Website, Tax Number, Stage, and any custom fields. Hide or show columns before exporting to control what is included.

Can I use exported data to re-import clients?

Yes. You can use an exported Excel or CSV file as a template for re-importing. Upload your file, map the columns, and FieldCamp will create the records.

Import Clients — Add clients in bulk from CSV or Excel
Filter, Sort & Group — Set up filters before exporting
Client Views — Save views for easy repeat exports
Custom Fields — Custom fields are included in exports
Creating Clients — Add individual clients via AI or manually

Export Clients to Excel or CSV | FieldCamp

On this page