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How to export Practice Management data
How to export Practice Management data
Export your Clients, Appointments, Invoices, Payments and the rest of your practice management data to csv
eNoteFile Team avatar
Written by eNoteFile Team
Updated over a week ago

You can export your Appointment Types, Appointments, Clients, Contacts, Contact Types, Group Appointments, Invoices, Payments, Practitioners and Products. Only users with the Subscription Administrator Privilege can export practice management data.

Steps to Export your data

Go to Settings then eNoteFile Account

Click on Export Your Data

Choose the Data Type you want to export and click Export

Once your data has been exported, you'll be able to download the CSV file to your device.

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