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Export Member Data from your Organization (Motivity Clinical)

This article applies to Motivity Clinical. It explains how to export member data for your organization to a CSV file.

How to Export Member Data from your Organization

  1. Check your role permissions. This feature will be available to members with the "Manage Members" permission.
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    The Manage Members permission in the role settings in Motivity Clinical.


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  2. After selecting your organization, click "members", a list will populate and the option to "export" member data.
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    The Export option on the Members list in Motivity Clinical.

  3. Once the export is selected, a pop up will provide an option to include members who were removed from your organization and this is selected by default.
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    The export members pop-up in Motivity Clinical, with the option to include removed members.


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  4. A CSV file will be created to include every field in the member profile with the following inclusions and details:

    • Member's status (Active/Removed)

    • If Removed status, include the date and time removed

    • Include the date that he member joined

    • Include all field from the following sections:

      • Account

      • Roles

      • Legal Name

      • Details

      • Contact

      • License Information

      • Address

      • Payor (There can be multiple payor's but each payor only has a name)
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Updated 10/5/26 by Alexandra Ahlgren


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