This article explains how to export client-related data from your organization in Freshservice for MSPs. You can export specific data sets in CSV format for easy access and offline use.
You can export data for the following areas:
- Clients
- Contacts
- Departments
- Locations
How to export client details
To export clients details:
- Go to Clients > click Export and select Clients from the drop-down.
- Select the fields you want to include in the export.
- Click Export. A CSV file containing the selected data will be sent to your email address.
How to export contact details
To export contact details:
- Go to Clients > All Clients.
- Click Export and select Contacts.
Choose whether to export:
All contacts or Active contacts
From All clients, Active Clients or a specific client
Under Select fields to export, check the fields you want to include (at least one field is required). You can also click Select All.
Click Export.
A CSV file with the selected contact details will be sent to your email address.
How to export department details
To export department details:
Go to Clients > All Clients.
Click Export and select Departments.
Choose whether to export:
From All clients, Active Clients or a Specific Clients
Under Select fields to export, check the fields you want to include (at least one field is required). You can also click Select All.
Click Export.
A CSV file with the selected contact details will be sent to your email address.
How to export location details
To export location details:
Go to Clients > All Clients.
Click Export and select Locations.
Choose whether to export:
From All clients, Active clients, or a specific client
Under Select fields to export, check the fields you want to include (at least one field is required). You can also click Select All.
Click Export.
A CSV file with the selected location details will be sent to your registered email address.