How to export clients from Quote Roller?

Focus: The focus of this Self Help article is to provide you information and steps in order to export clients to a .CSV file that you can use later.

Step 1: Click on Clients. This will take you to the Clients over view. Click on Export link. Click OK to confirm.

Clients - Export

Please Note: After clicking OK, you will receive a message “We will send you an email with a link to download CSV file shortly. Please check your mailbox”.

Step 2: Check your email to see if the export was successful. You should have received an email with a subject of “Quote Roller Clients export completed”. Click on the download link to down the file and to save to your computer.

Clients - Export Button - Export - Export Email

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.