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 Columns section
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