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Download Client Data in CSV File ( Download Client )
 

Download Client Data in CSV File ( Download Client )
Always download and read the instructions to migrate client data to aeExchange.

 

Instruction to
Migrate Client Data to
aeExchange
Client Data in CSV File
( Download Client )
Spreadsheet document

 

Once downloaded, we recommend you to verify the client data CSV file. Then log in to aeExchange account and upload client data CSV file to create your clients in aeExchange.