Export asset list data from a project to an Excel/CSV spreadsheet. This makes it easier to create mailers/letters of intent (LOIs) and upload the data into CRM or other land-tracking systems.
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 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 Select All Columns box
OR
- Select columns individually by clicking the Select Columns menu
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.
Here's how to save a template:
- Select the desired columns to include in template — either check the Select All box 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 by any users on the company
Click the name of the template to apply the export template.
See how to address the issue of missing leading zeros (e.g., for APNs) in Format leading zeros in Excel