Excel/CSV Export

Export data from an asset list on a project as an Excel/CSV spreadsheet to make it easy to create mailers and upload data into CRM or other land tracking system.

Export asset lists as Excel/CSV

  • On a project, click the blue 'Export' button in the top-right corner of the project page

  • Select '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

Save time in the future by saving an export format as a template. 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