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How Do I Export a Client List?

Learn how to export a list of client contact details from Goodshuffle Pro.

Colin Connor avatar
Written by Colin Connor
Updated this week

This feature is available on all Goodshuffle Pro Plans.

If you need a list of clients you've worked with—including names, phone numbers, and email addresses—you can export this directly from your Projects tab.

Step-by-Step Instructions

To export a complete list of clients with contact details, follow these steps:

  1. Navigate to your “Projects” tab.

  2. At the bottom of the filters panel, select “Include Archived Projects” to make sure past clients are included.

  3. (Optional) Use the available filters to narrow your list by:

    • Date range

    • Contract status

    • Billing status

    • Or other project filters

  4. Click “Edit Columns”, then add the following columns under Client Information to your view:

    • Client Name

    • Phone Number

    • Email

  5. Choose “All Projects” in the project filter dropdown.

  6. Click the “Download” button in the top-right corner.

  7. Select “Project List – Visible Columns” to export the data to Excel.

Now you have a downloadable client list you can sort, share, or import into other tools!


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