How the export works

Exporting data is a background process that lets you continue working in the portal while your file is prepared.

Step-by-Step guide

1. Filter Your Search (Optional):

   Navigate to the Customer Search page. Apply any filters to narrow down the project list.

   • If filters are applied: Only matching projects will be included in the export.

   • If no filters are applied: The export will include all projects you have permission to access.

2. Open the Export Panel:

   Click the Export button on the Customer Search page to open the Export side panel.

3. Select Your Data Fields:

   Choose the specific data fields you want to include in your CSV. Fields are organized into four categories:

   • Project Data

   • Company Data

   • Key Role Data

   • Person Data

   Note: Category counters (e.g., "4/13") show how many fields you have selected. You can select individual fields or choose entire categories at once.

4. Initiate the Export:

   Click Export. The side panel will close, and a confirmation toast notification will appear.

5. Download via Email:

   The export runs in the background. Once generated, you will receive an email containing a link to download your file from the portal.

Important rules & System controls

• Expiration: Download links and generated export files expire after 7 days.

• Access History: You can view a history of your past exports, including their current status and expiration dates, in the portal.

• Administrator Controls: Portal Administrators can manage export permissions by user group and view export activity across all users.

• Always Included Fields: To ensure data context, Project ID and Project Name are mandatory and automatically included in every export.

Limitations

The following capabilities are excluded from the current version of the Export function:

• File Formats: Only CSV export is supported.

• Form Data: Form inputs cannot be exported at this time.