FieldCamp makes it easy to download client data with just a couple of clicks.
Quick Export
To export your clients:
Go to the Clients page
Make sure you're viewing the data you want to export (set up filters if needed)
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
Note: You need the Export permission for Clients to see the Import / Export button. If you don't 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
Note: 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 you currently have visible in your table. This means:
If you hide a column, it won't be in the export
If you add a column, it will be included
To export specific columns, first customize your table columns to show what you want
Rows Exported
The export includes:
All clients shown in your current view
Only clients matching your active filters
If no filters are active, all your clients are exported
Clients are sorted according to your current sort settings
Data Included
Your exported file contains all the standard client information and custom properties. Here are the fields and their exact column headers in the export:
Field | Export Column Header |
First Name | First Name |
Last Name | Last Name |
Email address | |
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 properties | Uses the property name as the column header |
Export Formats
FieldCamp supports two export formats:
Excel (.xlsx) — Best for analysis in Microsoft Excel, Google Sheets, Numbers, or LibreOffice. Select Export View as Excel from the dropdown.
CSV (.csv) — Best for importing into other tools, CRMs, or mail merge systems. Select Export View as CSV from the dropdown.
Both formats contain the same data — the only difference is the file format. 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:
Example Exports
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
See the Filtering, Sorting & Grouping Clients article to learn how to set up filters.
Customizing Columns Before Export
To export only certain columns:
In the Clients table, click the column settings
Hide any columns you don't want in the export
Show only the columns you want to export
Click Import / Export and select your preferred format
Your exported file contains only the visible columns
Tip: Create a custom view with your preferred columns, filters, and sorts, then export from that view. It's faster than customizing every time.
Using Exported Data
Common uses for exported client data:
Backup: Keep a copy of your client database for record-keeping
Analysis: Use Excel's tools to analyze trends, create charts, and generate reports
Sharing: Send client lists to team members, accountants, or partners
Mailmerge: Use the data to create personalized letters or emails
Integration: Import the data into other business systems if needed
Reporting: Create custom reports for your business
Category-Specific Exports
Some views in FieldCamp let you export specific categories of clients:
Leads category — export only clients at the lead stage
Pipeline category — export clients in active pipeline stages
Clients category — export all established clients
The export respects whichever view or category you're currently viewing.
What's NOT Included in Export
The export file 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
Make sure you have at least one client in your view
Try removing filters to see if any clients are available
Refresh the page and try again
If the file doesn't download:
Check your browser's download settings
Make sure your browser allows automatic downloads
Try exporting from a different browser
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
Best Practices for Exporting
Use descriptive file naming conventions (save as "Q1_Active_Clients.xlsx" instead of just the default name)
Export regularly for backup purposes
Remove sensitive information if sharing the file
Use filters to export only the data you need (smaller files are easier to work with)
Store exports securely if they contain sensitive information
Re-Importing Exported Data
You can use an exported Excel or CSV file to re-import clients if needed:
Use the exported file as a template for importing into another FieldCamp account
Or modify the export and re-import to update multiple clients at once
See the Importing Clients (CSV / Excel) article for import instructions
Related Articles
Importing Clients (CSV / Excel) — Import client data from spreadsheets
Filtering, Sorting & Grouping Clients — Set up filters before exporting specific clients
Custom Views (My Views) — Save a view for easy exporting of the same data regularly
FAQ's
How do I export only specific clients from FieldCamp?
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 (e.g., Stage = "Active Client" or City = "New York"). Then click the Import / Export button in the toolbar and select either "Export View as CSV" or "Export View as Excel." The export will only include clients matching your current filters.
Can I export client data as a CSV file in FieldCamp?
Can I export client data as a CSV file in FieldCamp?
Yes. Click the Import / Export button on the Clients page and select "Export View as CSV." The file downloads automatically and can be opened in any spreadsheet program or text editor.
What columns are included in a FieldCamp client export?
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, Primary Address, Billing Address, Business Address, Website, Tax Number, Stage, and any custom properties you've created. Hide or show columns before exporting to control exactly what's included.
How do I re-import exported client data into FieldCamp?
How do I re-import exported client data into FieldCamp?
You can use an exported Excel or CSV file as a template for re-importing. Click Import / Export → Import on the Clients page, upload your file, and map the columns. See the Importing Clients (CSV / Excel) article for full instructions.