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How to Export Projects to CSV
How to Export Projects to CSV

This guide teaches you how to bulk export projects to CSV.

Ian Butler avatar
Written by Ian Butler
Updated over 8 months ago

Setting Up Filters

Before exporting your projects, you may need to apply custom filters to export only selected projects.

  • Apply filters like location, status, or lead source to narrow down the projects.

  • Click Show Projects to apply the filters.

Exporting to CSV

Once you have your desired set of projects displayed using the filters:

  • Click Export CSV.

  • Click Export on the pop-up that appears to start the export process.

  • Depending on the size of the data set and the number of projects (up to a maximum of 10,000 per export), the process may take up to 10 minutes.

  • The exported file will be sent to the email associated with your ProLine account.

Contacting Support

If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.

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