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Exporting Properties

Quick overview of how to export Property records.

Katie Kinder avatar
Written by Katie Kinder
Updated over a week ago

To export your Properties records:

1. Go to Properties

2. Apply any required Filters, using the process outlined in this article, via the categories shown in the screenshot below:


Categories are: Incomplete data; Address; By Dates; People & Groups; ID; Tags.

3. Click on Export in the top right of your screen:

4. Your records will now export in an .xlsx file format and save locally to your computer.

5. Your data will be split into columns as follows:

  • PropertyID

  • Property Name

  • AddressLine1

  • AddressLine2

  • City

  • State

  • Country

  • PostCode

  • Legal ID1

  • Legal ID2

  • User ID1

  • User ID2

  • Stakeholder1

  • Relationship1

  • Stakeholder2

  • Relationship2

  • Stakeholder3

  • Relationship3

  • Projects

  • Files/Attachments

  • Any custom fields you have added

Please see the below video demonstration on exporting Properties

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