Exporting Client Addresses For Mailing Labels
Whether you're sending out special promotions, holiday greetings, or important updates - handwriting addresses on envelopes one by one is tedious and time-consuming. In this guide, we will walk you through the process of exporting your client names and addresses from Time To Pet, allowing you to seamlessly generate mailing labels using your preferred third-party software.
IN THIS ARTICLE
Generate A CSV List Of Client Addresses
Nearly every third-party software you can use to generate mailing labels in bulk requires the list of addresses to be listed in a CSV, XLS, or XLSX file. When you export data from Time To Pet, the resulting list will be in a CSV file. You can generate a list of all clients or just a subset of clients based on specific profile characteristics such as flags on the profile, values in a certain field, etc.
Exporting All Clients
Step 2 - Scroll to the bottom of your client list and click "Export Client Data":
Step 3 - Deselect all of the fields except the client's name and address fields:
Step 4 - Click "Export Client Data":
The CSV file will begin downloading to your device. Be sure to accept the download if prompted and make a note of the save location so you can easily find it later!
Exporting A Subset Of Clients
Step 1 - Navigate to Reporting > Staff & Clients (or User & Clients):
Step 2 - Click “Add Filter”:
Step 3 - Choose a filter to add:
Note: You can add more than one filter to narrow your list down even further if needed!
Step 4 - Once you’re happy with the list of clients, click “Export Filtered Clients”:
Step 5 - Deselect all of the fields except for the client name and address fields:
Step 6 - Click “Export Data”:
The CSV file will begin downloading to your device. Be sure to accept the download if prompted and make a note of the save location so you can easily find it later!
Create Labels With A Third-Party Label Generator
There are several different places you can upload the CSV file to create your mailing labels. Here are a couple of options that we have tested to work well with exported CSV files from Time To Pet.
Microsoft Word
Print mailing labels for your mailing list