Here is a quick guide on how to export from WHMCS to CSV:
- Log in to your WHMCS account
- Go to Reports menu and select Exports specifically by checking the Clients box
- Use the Filter option and check the boxes for First Name, Last Name, Company Name, Email, Creation Date, Notes, Status and/or any other information you need to be exported to the CSV
4. Go in the top right corner and click on Tools
5. Select Export CSV , wait for the generation of this CSV file and download it.
6. Use CSV file to import customers right away in your Retently account using our CSV import guide here