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:

  1. Go to Clients > click Export and select Clients from the drop-down.
  2. Select the fields you want to include in the export.
  3. 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:

  1. Go to Clients > All Clients.
  2. Click Export and select Contacts.

  3. Choose whether to export:

    1. All contacts or Active contacts

    2. From All clients, Active Clients or a specific client

  4. Under Select fields to export, check the fields you want to include (at least one field is required). You can also click Select All.

  5. 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:

  1. Go to Clients > All Clients.

  2. Click Export and select Departments.

  3. Choose whether to export:

    • From All clients, Active Clients or a Specific Clients

  4. Under Select fields to export, check the fields you want to include (at least one field is required). You can also click Select All.

  5. 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:

  1. Go to Clients > All Clients.

  2. Click Export and select Locations.

  3. Choose whether to export:

    • From All clientsActive clients, or a specific client

  4. Under Select fields to export, check the fields you want to include (at least one field is required). You can also click Select All.

  5. Click Export.

A CSV file with the selected location details will be sent to your registered email address.