Extract all the information is in the portal in one spreadshet
Guest
Jun 3, 2025
BTC Software allows us to export any of the client data into a .CSV spreadsheet. Great solution for a data backup and invaluable tool if we need to migrate data into a new system or pass client's info to a new accountant, would they decide to leave us. The experience could be replicated through the Client page, where you can filter your clients and then choose a data export option button somewhere on the dashboard. A usual pop-up could ask us what data exactly we want to export (make sure there is a quick select all option) and once the process is completed, we download a .csv/excel file from the system. This feature can be made available only to selected users.
Hi @Guest - thanks for your idea, could you provide some more info on exactly what data you would be looking to export? And how it would be of use to you?
We have a number of exports and are activly working on reporting functionality, so we may have already, or be activly addressing your use case.
BTC Software allows us to export any of the client data into a .CSV spreadsheet. Great solution for a data backup and invaluable tool if we need to migrate data into a new system or pass client's info to a new accountant, would they decide to leave us. The experience could be replicated through the Client page, where you can filter your clients and then choose a data export option button somewhere on the dashboard. A usual pop-up could ask us what data exactly we want to export (make sure there is a quick select all option) and once the process is completed, we download a .csv/excel file from the system. This feature can be made available only to selected users.
Hi @Guest - thanks for your idea, could you provide some more info on exactly what data you would be looking to export? And how it would be of use to you?
We have a number of exports and are activly working on reporting functionality, so we may have already, or be activly addressing your use case.
Thanks,
James