> ## Documentation Index
> Fetch the complete documentation index at: https://pernee.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting your client list from CCH Axcess

> Select the grid, hit Export Grid, get a CSV.

CCH exports whatever grid you're looking at. Select everything, hit **Export Grid**, and you get a CSV.

Client Manager or Return Manager both work the same way. Use whichever one you normally live in.

## Steps

<Steps>
  <Step title="Open Client Manager">
    Or Return Manager. Either.
  </Step>

  <Step title="Show everyone">
    Set the **Quick Search** filters to **All** and click **Go**.

    Whatever's showing is what exports. If you only want one office, or one partner's clients, filter now rather than trimming the file afterwards.
  </Step>

  <Step title="Select the lot">
    Click into the grid and press <kbd>Ctrl</kbd> + <kbd>A</kbd>.
  </Step>

  <Step title="Check your columns first">
    Export Grid only writes the columns you can see. If entity type, return type and tax year aren't on the grid, add them now. Saves you keying them in on the review screen later.
  </Step>

  <Step title="Home tab, Export Grid">
    It's on the **Home** tab.
  </Step>

  <Step title="Name it and save">
    Pick a folder, name the file, **Save**. You get a CSV.
  </Step>
</Steps>

## Then bring it in

Drop the CSV into the card in Getting started, or open **Clients** and choose **Import clients**.

Pernee reads the file, proposes a name, entity type, return form and tax year for each row, and shows you the lot on a review screen. Nothing saves to your book until you hit **Import**.

<Tip>
  Keep the CCH client ID in the file. Pernee holds onto it, so a later import updates the client you already have instead of creating a second one.
</Tip>

## If your screen doesn't match

CCH moves things around between releases, and firms set the ribbon up differently. Look for any *export the grid* command on whichever grid you're in — you'll get the same CSV. Wolters Kluwer's support site has the current steps for your release.

Still nowhere? Any file with one row per client works, including a spreadsheet somebody keeps by hand. See [Getting your client list into Pernee](/help/guides/overview).


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