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 – 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.