FAQ - How do I export my list of Services Providers

To export all your Service Provider information to a CSV file:

  1. Select Portfolio Data from the main menu and then Service Providers from the sub-menu to display the Service Provider List as shown below.
  2. From the Options drop down menu select Export Service Providers
  3. The Service Providers CSV file will be displayed in the bottom left corner of your screen
  4. Click on the file to open the CSV file in excel.

Example Service Provider CSV File

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