FAQ - How do I export my list of Services Providers
To export all your Service Provider information to a CSV file:
- Select Portfolio Data from the main menu and then Service Providers from the sub-menu to display the Service Provider List as shown below.
- From the Options drop down menu select Export Service Providers
- The Service Providers CSV file will be displayed in the bottom left corner of your screen
- Click on the file to open the CSV file in excel.
Example Service Provider CSV File