Export your client list

Your client list is yours. Download it any time as an Excel or CSV file, with just the columns you want.

How to export

1. Go to Clients. If you only want some clients, set the search, quick view, or filters first — the export follows the view you're looking at.
2. Click Export.
3. Which clients: the clients in your current view, all active clients, or everyone including inactive.
4. Which columns: start from a preset and tick or untick anything:

- Import-ready — the same columns as the client template, so the file goes straight back through Import from spreadsheet (on this computer or another agency's). Downloads as CSV, which is what the Import page reads. - Contact sheet — names, CIN, phones, email, address, family. No health details. - Everything — every column HiveMarket has, including the current authorization, remaining allowance this week, stores, and automatic-order settings.

1. Choose Excel or CSV and click Download.

Good to know

• Only agency admins can download. The file holds client details, including health information. Staff and care managers can see the page but not the button — ask your admin.
• Keep the file where your agency keeps client paperwork, and delete copies you no longer need.
• Dates come out as year-month-day (2026-09-08) and money as plain numbers, so they sort correctly and re-import cleanly.
• The columns you picked are remembered on this computer for next time.