What This Feature Does
Export your search results as a CSV file containing projects along with all associated companies and contacts. This is perfect for creating comprehensive lists for your sales teams, CRM imports, or outreach campaigns.
Starting an Export
After running a search, click Export Results at the top of the page. This will:
Take your complete result set from the search
Convert it into a CSV/Excel file
Include all the data fields you specify
You can also access Historical Exports to view, copy, re-run, or delete previous exports.
Step-by-Step Export Process
Step 1: Name Your Export
Enter a descriptive name (e.g., "Test for Demo") so you can easily identify it later.
Step 2: Choose Your Template
You'll see several options on the left side showing the export name, number of projects, and template being used.
Standard Templates:
Letter Mail Merge (default) - Includes:
Project ID, title, time last updated, project value
Company fields
Contact fields
Sorted by latest
Call List - Optimised with phone numbers and call-specific information
Standard Export - Basic company information for each project
Custom Template - Build your own (most popular option)
Step 3: Build a Custom Template
For complete control over your export, select Custom Template. You can add fields from three categories:
Project Data - Select from all available project fields:
Project details, values, stages, locations, timelines, etc.
Company Data - Choose company information:
Company email
Company ID
Company name
Phone number
Website
Role on the project (e.g., architect, main contractor)
Contact Data - Add individual contact details:
First name and last name
Mobile number
LinkedIn profile
Email address
Role within the company
Simply click Add next to each field you want to include.
Step 4: Save Your Template (Optional)
After selecting your fields:
Press Yes to save this template for future use
Enter a template name
Press No if you only need this configuration once
Saved templates appear in your custom template list for quick access later.
Refining Your Export
Before exporting, you can apply filters to focus your data:
Filter by Company Role
Only include specific roles (e.g., architects only) to narrow your export.
Exclude Companies or Contacts
Companies with no contact details
Companies with no email addresses
Contacts with missing information
High record spend contacts (optional limit)
Avoid Duplicate Contact
Critical for efficient outreach - Exclude projects, companies, or contacts you've already contacted:
Select the contact type (phoned, emailed, or mailed)
Choose a time period (e.g., exclude contacts phoned in the last 7 days)
The system will automatically remove these from your export
This prevents you from repeatedly contacting the same leads and keeps your outreach efficient.
Tracking Your Outreach
When running the export, tell the system what you're doing with this data:
Mark as Phoned - Logs that you're calling everyone on this list
Mark as Emailed - Logs that you're emailing everyone on this list
Mark as Mailed - Logs that you're sending postal mail to this list
Don't Track - Export without logging any contact activity
This tracking integrates with the exclusion filters above. For example, if you mark an export as "phoned," future exports can automatically exclude those contacts if you set the filter to "exclude contacts phoned in the last X days."
Running the Export
Review your template and filters
Select your tracking preference
Click Export
The CSV file will be generated and downloaded to your computer (takes a few seconds)
Accessing Historical Exports
Go to Historical Exports to see all previous exports. For each one you can:
View details - See number of rows, date created
Copy - Duplicate the export settings
Re-run - Generate fresh data using the same settings
Delete - Remove from your history
Key Benefits
Comprehensive data - Get projects, companies, and contacts in one export
Fully customisable - Choose exactly which fields you need
Reusable templates - Save configurations for repeated use
Contact tracking - Avoid over-contacting leads
Efficient outreach - Filter out recently contacted records automatically
Quick access - Re-run previous exports with updated data
Pro Tip
Create separate custom templates for different purposes:
Cold calling template - Phone numbers, project stage, key decision-makers
Email campaign template - Email addresses, company names, project values
CRM import template - All fields for complete records
Save each template and you can run targeted exports in seconds without reconfiguring every time.