Cakedesk

General

ClientsInvoicesProposalsID formatsCatalog itemsDiscountsQuantities and unitsGross/net pricingEmailsImport clients from CSVCancellationsStrict ModeRevision HistoryFilename formatsDelivery date / service dateMoving to another computerSpacesUsing your own logoImport from web

Templates

OverviewVariablesHelper functionsCustom fieldsTranslation strings

Template Guides

Using EJSHeaders and footersCustom fontsLogos and images

Help

Cakedesk log filePDF export

Clients

Keep your clients' contact details, addresses, tax identifiers, and e-invoice settings together in one place using Cakedesk's client management features.

Cakedesk client overview with a client list and the selected client's contact and invoice details.

#Exporting clients as CSV

Starting with Cakedesk version 1.37.0, you can export all clients or a selection of clients as a CSV file.

Open the Clients overview and click the arrow next to "Client" in the bottom-right corner. There you'll find options to export all or only selected clients as a CSV file.

Client list with two clients selected and the Export CSV menu open.

The exported file contains one row per client, including contact details, address, tax identifiers, and e-invoice settings.