All Collections
Companies CSV Download
Companies CSV Download

How to export data from your Companies dashboard.

Written by Amanda Beylkin
Updated over a week ago

Team Administrators and Companies-level Administrators can download data from the Companies list via CSV.

This allows you to conduct any basic reporting or data analysis over the information in the company profile and a summary of the documents associated with the company.

To download, click on the Actions button and select Export CSV.

An Export CSV pop-up will then appear โ€“ click Start Export to proceed.

Your CSV file will then be ready to download.

Updating vendor / supplier data in bulk with CSV download + upload

For an easier way to update data for multiple suppliers / vendors in your Companies list, view our step-by-step guidance on how to use CSV download + upload.

Did this answer your question?