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How Do I Download All The Client and Account Data In My Stratifi Account?
You can download a CSV of your client and account data via the CSV Update feature
1. Go to the Clients section and click on the CSV Update button.
2. A pop-up should appear. Click the Download CSV button. This will initiate a download of the client and account data in your Stratifi account.
3. The CSV file should look like the following
