Skip to main content

Export Items to a Spreadsheet

Export some or all of a project's items to a CSV, Excel, or Google Sheets file.

Written by Scottie Elliott

Export an entire project or just a few items to a spreadsheet. Spreadsheet exports work the same way on every plan.

Export to a Spreadsheet

  1. Select the items you want to include. At least one item must be selected for the Exports menu to work. See Selecting Items.

  2. From Exports, select Spreadsheet.

  3. Choose the spreadsheet type.

  4. Check the fields you want to include, then click Next.

  5. (Optional) Rename the file, choose a Files folder, and choose whether your client can see it.

  6. Click Export & Save.

Good to Know

  • Google Sheets: you'll connect your Google account and choose a folder first. See Export: Google Sheets and Excel.

  • Finding your export: when it's ready, a message in the lower-left corner links to it. It's also saved in Files.

💡 Related Articles

Did this answer your question?