In this article:
You will learn how to export listing results from the Search page as a CSV file, and how to build export templates so you can reuse the same columns each time.
Export panel access
Export options live in the upper-right corner of Search.
Steps:
Go to Search
Apply filters to define the listings you want to export
Click Export
The Export panel opens.
Quick Export
Use Quick Export when you need a one-time file.
Review the export options in the Export panel.
Click Export to generate the CSV.
A confirmation message appears, and the CSV is sent to the email address associated with your account.
Export templates
Templates control which fields appear as columns in your CSV.
Template creation
Steps:
In the Export panel, click the + icon next to Templates
Enter a name for your template
Select the listing fields to include in the export
Drag and drop fields to reorder the columns
Click Save Template
To make the template your default, turn on Set as default list.
Template export
Steps:
Open the Export panel
Select your saved template
Click Export
A confirmation message appears, and the CSV is sent to the email address associated with your account.
Tips
Include any available listing field in a template.
Create as many templates as you need for different workflows.
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✉️ Email: support@perchwell.com
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