XILO allows you to download all of your clients as a CSV (like excel or table) sheet. The sheet you get will have all the data of the client, including policy, driver, vehicle, and home data (and more). Here's how you download clients as a CSV using the XILO Dashboard:

  1. Login to the XILO Dashboard

  2. On the Prospects Table, click each checkbox of the clients you want to download

  3. One completed, just above the checkboxes in the top left of the table select the smaller "Action" button

  4. Select "Export to CSV"

    export_prospects.png



    Voila! This will download all selected clients as a CSV

Did this answer your question?