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Export Excel/CSV spreadsheet - parcel and landowner mailing list
Export data from an asset list on a project as an Excel/CSV spreadsheet to make it easy to create mailers/LOIs and upload data into CRM or other land-tracking system.
Overview
Export project asset tables as an excel/CSV file, including:
- Parcel/landowner mailing lists
- Parcel metadata/buildable area analysis calculations
- List of POIs (substations, lines)
Export asset lists as Excel/CSV
- On a project, click
Export(top-right corner of the project page) - Select the Export Excel/CSV from the menu
- Then, select the desired list to export (e.g. Parcels)
This will expand the list export tool automatically.
- Select desired columns for export
- Either check the box by 'Select All Columns'
OR- Select columns individually by clicking the 'Select Columns' menu
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Save time in the future by saving an export format as a template by following the instructions below. Templates are visible across all users within a company.
Create an Excel/CSV export template
Save time and create a consistent export process by saving a template for future use. Saved templates will appear at the top of the export sidebar window and will be available to all users within your organization.
- Select the desired columns to include in template (ether check the box by 'Select All' or add individual columns via the 'Select Columns' option)
- Expand the
View Columnssection
- Change the column export name (if desired) by clicking the 'export name' link and inputting the new column name you'd like to use instead.
- Change the sort order of columns as desired by clicking the arrows to the right of the column names.
- Add a name for the new template in the 'Template Name' field at the bottom
- Click
Save Template
The newly saved template will appear at the top of the Export sidebar window for future use:
- Click the name of the template to apply the export template
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Last modified 1mo ago