| User roles |  Admin | ✗ Accountant |
It's possible to export client data in bulk from Accounton. Below, we explain step by step how to do this.
TABLE OF CONTENTS
Step 1: Import an Excel File
As the first step, you need to import an Excel file into Accounton. In this file, you add one fictitious client. This is necessary so that the system can generate all other clients who are in Accounton but not in the imported file. Based on this, an export of those specific clients can be generated.
Fill in the details of one fictitious client in the Excel file (see example below).
Save the file and then import it into Accounton. More information about how to import this file can be found here.
Step 2: Export Clients Only in Accounton
After importing, Accounton compares the imported data with the existing clients in the system. All clients that appear exclusively in Accounton (i.e., not in the import) are identified.
You can now export these clients by clicking 'Export to Excel' (see image below). This generates an Excel file with the relevant client data