May 3, 2023 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