Export Clients from Workiz

Overview

Workiz allows admins to export the full client list from the Clients section of the web app. The export is a standard CSV file with all key contact details.

Steps to Export

1. Log in to Workiz at app.workiz.com.
2. Navigate to Clients in the left sidebar.
3. Click the Export button (usually represented by a download icon or listed in an Actions dropdown).
4. Select Export as CSV.
5. The file will download directly to your computer.

Common Fields Included

• First Name, Last Name
• Company Name
• Address (Street, City, State, Zip)
• Phone (primary)
• Email
• Client Type (Residential / Commercial)
• Lead Source
• Created Date

Gotchas

• Workiz export is only available to Admin users. If you don't see the Export button, check your role permissions.
• Workiz may include custom fields you've set up — use SVP's mapper to skip any columns you don't need.
• Phone numbers in Workiz sometimes include the country code prefix (+1). SVP handles this, but confirm the format looks correct in the preview table.

Once you have your CSV, see Importing Clients from a CSV to bring them into SVP.