{"id":242,"date":"2026-08-08T03:50:00","date_gmt":"2026-08-08T03:50:00","guid":{"rendered":"https:\/\/www.rithmai.com\/support\/?post_type=ht_kb&#038;p=242"},"modified":"2026-08-08T22:04:11","modified_gmt":"2026-08-08T22:04:11","slug":"exporting-clients-from-rithm","status":"publish","type":"ht_kb","link":"https:\/\/www.rithmai.com\/support\/knowledge-base\/exporting-clients-from-rithm\/","title":{"rendered":"Exporting Clients from Rithm"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Exporting clients downloads a spreadsheet file of the clients in your Rithm account so you can open them outside the app\u2014in Excel, Google Sheets, Apple Numbers, or almost any spreadsheet tool.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it as a snapshot of your client list. Rithm gathers the clients you currently work with, arranges their details into rows and columns, and saves that list as a <strong>CSV<\/strong> file (Comma-Separated Values). CSV is a simple, widely used format: each client is one row, each piece of information is a column, and you can sort, filter, print, or share the file however you need.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Why salespeople use it<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep a backup of your book of business<\/li>\n\n\n\n<li>Share a clean client list with a manager or teammate who does not live in Rithm every day<\/li>\n\n\n\n<li>Build reports, territory reviews, or handoff sheets in a spreadsheet<\/li>\n\n\n\n<li>Move client details into another system that accepts CSV or spreadsheet uploads<\/li>\n\n\n\n<li>Review notes, stages, importance, and visit settings in one place<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What export is (and is not)<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It <strong>is<\/strong> a download of client records into a spreadsheet file.<\/li>\n\n\n\n<li>It is <strong>not<\/strong> a printout of your schedule or Today\u2019s Route.<\/li>\n\n\n\n<li>It is <strong>not<\/strong> the same as importing. Import brings spreadsheet data <em>into<\/em> Rithm; export sends client data <em>out<\/em> of Rithm.<\/li>\n\n\n\n<li>It does <strong>not<\/strong> remove or change your clients in Rithm. Your live list stays exactly as it was.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The standard <strong>Export clients<\/strong> download is formatted for people to read: friendly column names, stage names spelled out, and Yes\/No style answers where that is clearer than a database code.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Platform note:<\/strong> Exporting clients is available in the <strong>Rithm web app<\/strong>. It is <strong>not<\/strong> available in the Rithm for Sales iPhone app. On iPhone you can view and edit clients, but to download a spreadsheet you need to sign in on a computer (or a mobile browser) and use the web Settings flow described below.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Where to find it in the UI?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">On the web<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Sign in to Rithm in your web browser.<\/li>\n\n\n\n<li>Open the main menu and choose <strong>Settings<\/strong> (gear icon).<\/li>\n\n\n\n<li>On the Settings page, scroll to the section labeled <strong>Import\/Export<\/strong>.<\/li>\n\n\n\n<li>You will see buttons such as:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Import client wizard<\/strong> \u2014 brings clients <em>in<\/em> from a spreadsheet<\/li>\n\n\n\n<li><strong>Export clients<\/strong> \u2014 downloads your clients <em>out<\/em> as a CSV spreadsheet<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Some accounts also see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Export clients: Raw transfer format<\/strong> \u2014 an advanced download used for technical transfers. Most salespeople only need <strong>Export clients<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Help text under this section explains the idea in plain language: if you have clients in a spreadsheet, they can become Rithm clients too (that is mainly about import). Export is the reverse direction: take Rithm clients out to a spreadsheet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You need permission to use Settings and to download an export. If your company has turned those off for your role, you may see a <strong>Sorry<\/strong> page instead of a download. In that case, ask your Rithm administrator or manager.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">On the iPhone app<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Exporting clients is <strong>not available<\/strong> in the Rithm for Sales iPhone app.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On iPhone, <strong>Settings<\/strong> includes areas such as Account, Maintenance, Location, and Useful documents. Under <strong>Maintenance<\/strong> you may see tools like Bulk edit clients, Address Checker, Custom Fields, and Auto-Scheduler Settings\u2014but there is no <strong>Export clients<\/strong> button.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To export, open Rithm in a <strong>web browser<\/strong>, go to <strong>Settings \u2192 Import\/Export<\/strong>, and use <strong>Export clients<\/strong> there. Anything you already saved in the app is in the same account, so the web export reflects the clients in your Rithm account (for your current client list \/ view).<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How to use it?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Before you export<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Make sure you are signed in on the <strong>web<\/strong>.<\/li>\n\n\n\n<li>Confirm you have clients in Rithm. If your client list is empty, export cannot create a file and you will see an error that there are no clients to export, with a way back to your clients list.<\/li>\n\n\n\n<li>Optional but helpful: open <strong>Clients<\/strong> (or <strong>Accounts<\/strong>, if your company uses that label) and glance over the list so you know what you are about to download. Export pulls from the client list associated with your <strong>current active view<\/strong> (including any team\/share filter you have selected, if your company uses shared lists).<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Export does <strong>not<\/strong> include clients that have been deleted in Rithm.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step-by-step: Export clients (the usual choice)<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings<\/strong>.<\/li>\n\n\n\n<li>Find <strong>Import\/Export<\/strong>.<\/li>\n\n\n\n<li>Click the <strong>Export clients<\/strong> button.<\/li>\n\n\n\n<li>Your browser should start downloading a CSV file right away. There is no multi-step wizard for the standard export\u2014one click builds the file and downloads it.<\/li>\n\n\n\n<li>Open the file in Excel, Google Sheets, Numbers, or another spreadsheet program.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">If nothing downloads, check your browser\u2019s download area or any \u201cblocked download\u201d notice. Some browsers ask you to allow the file the first time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What the file is named<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Rithm names the file using your current clients view name plus today\u2019s date, for example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>Clients_2026-08-07.csv<\/code><\/li>\n\n\n\n<li>or a shared\/team style name if you are working in someone else\u2019s shared client list<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The date helps you tell today\u2019s export apart from an older one.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What columns you get<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The standard <strong>Export clients<\/strong> file is meant to be readable. Typical columns include:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Column<\/th><th>What it means<\/th><\/tr><\/thead><tbody><tr><td><strong>Name<\/strong><\/td><td>Contact \/ client name<\/td><\/tr><tr><td><strong>Account<\/strong><\/td><td>Organization or account name<\/td><\/tr><tr><td><strong>Stage<\/strong><\/td><td>Sales stage as a readable name (for example the stage labels you see in Rithm). If a stage is missing, you may see <strong>[Not set]<\/strong><\/td><\/tr><tr><td><strong>Importance<\/strong><\/td><td>How important the client is in Rithm\u2019s ranking<\/td><\/tr><tr><td><strong>Type<\/strong><\/td><td>Client type<\/td><\/tr><tr><td><strong>Address<\/strong><\/td><td>Visit \/ location address<\/td><\/tr><tr><td><strong>Phone<\/strong><\/td><td>Phone number<\/td><\/tr><tr><td><strong>Email<\/strong><\/td><td>Email address<\/td><\/tr><tr><td><strong>Website<\/strong><\/td><td>Website<\/td><\/tr><tr><td><strong>Hours available<\/strong><\/td><td>When the client can be visited<\/td><\/tr><tr><td><strong>Virtual meetings only<\/strong><\/td><td><strong>Yes<\/strong> or <strong>No<\/strong><\/td><\/tr><tr><td><strong>Appointment only<\/strong><\/td><td><strong>Yes<\/strong> or <strong>No<\/strong><\/td><\/tr><tr><td><strong>Minutes per visit<\/strong><\/td><td>Typical visit length<\/td><\/tr><tr><td><strong>Weeks between visits<\/strong> <em>or<\/em> <strong>Cadence<\/strong><\/td><td>How often you aim to visit. Which column you get depends on your Settings preference: Frequency (weeks between calls) vs Cadence (target calls per quarter)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After those core columns, Rithm may add more columns for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Custom fields<\/strong> your company has set up<\/li>\n\n\n\n<li><strong>Labeled note lines<\/strong> from client notes<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">How notes become extra columns<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">If a client\u2019s Notes are written with labels like:<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>Decision maker: Dr. Smith\nSamples left: 3 boxes<\/code><\/pre>\n\n\n\n<p class=\"wp-block-paragraph\">Rithm can turn those labels into spreadsheet columns (for example <strong>Decision maker<\/strong> and <strong>Samples left<\/strong>). Free-form text without a label tends to land under a <strong>Notes<\/strong> style column.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That is useful when you write structured notes the same way across clients\u2014your export becomes easier to filter and sort.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Opening and using the spreadsheet<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the downloaded CSV in your spreadsheet app.<\/li>\n\n\n\n<li>Use the first row as column headers.<\/li>\n\n\n\n<li>Each following row is one client.<\/li>\n\n\n\n<li>Sort or filter by Stage, Importance, Account, city (if present in Address), and so on.<\/li>\n\n\n\n<li>Save a copy as <code>.xlsx<\/code> if you want Excel formatting, charts, or extra columns of your own. Keep the original CSV if you might re-import or share a clean Rithm-style file later.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Exporting does not change anything inside Rithm. Editing the spreadsheet only changes <em>your copy<\/em> until someone imports data back using the Import client wizard.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">If you see \u201cExport clients: Raw transfer format\u201d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Some users (often admins or technical roles) also see <strong>Export clients: Raw transfer format<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>That download is for <strong>system-style transfers<\/strong>, not everyday spreadsheet reading.<\/li>\n\n\n\n<li>Column names are more like internal field names (for example <code>organization<\/code>, <code>virtual_only<\/code>, <code>apmt_only<\/code>, coordinates, visit history fields, and so on).<\/li>\n\n\n\n<li>The file may use a <code>.raw<\/code> (or <code>.raw.csv<\/code>) style name.<\/li>\n\n\n\n<li>Most salespeople should use <strong>Export clients<\/strong> instead.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you do not see the raw option, that is normal\u2014your account simply does not include that permission.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Common situations and what to do<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I clicked Export and got an error that there are no clients<\/strong><br>Add or import clients first, or check that you are looking at the correct shared \/ filtered list. Then try <strong>Export clients<\/strong> again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I landed on a Sorry page<\/strong><br>Your role may not include export download rights, or Settings access. Ask your administrator to enable export for your account, or have someone with access run the export for you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The file is missing a custom field or note label I expected<\/strong><br>Custom fields appear when they are set up in Rithm. Note-based columns appear when notes use <code>Label: value<\/code> style lines. Plain paragraphs may stay in a general Notes column instead of splitting into many headers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I am on my iPhone and cannot find Export<\/strong><br>Use the web app in a browser: <strong>Settings \u2192 Import\/Export \u2192 Export clients<\/strong>. The iPhone app does not include this download.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I only wanted my schedule, not my whole client list<\/strong><br>Client export is for the client roster. For weekly planning downloads, Rithm has a separate Weekly Planner export path. Use <strong>Export clients<\/strong> when you need the book of business, not the day\u2019s route.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Will teammates\u2019 clients be included?<\/strong><br>Export follows the same client list you are currently working in on the web\u2014your personal active view. If your company has an account manager assigned, they can switch to the teammate list they care about first, then export.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Quick recap<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On the <strong>web<\/strong>, open <strong>Settings<\/strong>.<\/li>\n\n\n\n<li>Go to <strong>Import\/Export<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Export clients<\/strong>.<\/li>\n\n\n\n<li>Open the downloaded CSV in a spreadsheet.<\/li>\n\n\n\n<li>On <strong>iPhone<\/strong>, this feature is not available\u2014use the web app when you need a client spreadsheet.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Exporting clients is a simple way to take your Rithm book of business with you into reports, backups, and handoffs\u2014without changing a single record inside Rithm.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Exporting clients downloads a spreadsheet file of the clients in your Rithm account so you can open them outside the app\u2014in Excel, Google Sheets, Apple Numbers, or almost any spreadsheet tool. Think of it as a snapshot of your client list. Rithm gathers the clients you currently work with, arranges&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[4],"ht-kb-tag":[27],"class_list":["post-242","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-clients","ht_kb_tag-clients"],"_links":{"self":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/242","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/comments?post=242"}],"version-history":[{"count":2,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/242\/revisions"}],"predecessor-version":[{"id":245,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/242\/revisions\/245"}],"wp:attachment":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/media?parent=242"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=242"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=242"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}