How to export employees to Excel

Short answer:
Yes, you can export all or selected employees to an Excel file directly from the Employees section.

How to export all employees

  1. Go to the Employees section.
  2. Click the Export button in the top-right corner.
  3. Enter the email address where you want to receive the file.
  4. Click OK.
  5. Check your inbox after a few minutes.

Export only selected employees

You can export a subset of employees using filters:

Option 1: Use search

  1. Search for the employees you want to include.
  2. Click Export.
  3. The filtered results will be exported.

Option 2: Use folders

  1. Add employees to a Folder.
  2. Open the folder.
  3. Click Export.
  4. Enter your email and confirm.

What does the export include?

The exported Excel file contains employee data fields available in your account, such as contact details and custom fields.

Summary

  • Export all employees or a filtered selection
  • Use search or folders to control the export
  • The file is delivered via email as an Excel spreadsheet

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