Skip to main content

Exporting Projects to CSV

Export your project list to a CSV file for reporting, analysis, or sharing outside of Readybuild.

How to export​

  1. Go to the Projects list page.
  2. Optionally apply filters (search, saved searches, or any active filter) — the export only includes projects that match.
  3. Click Export CSV in the toolbar.
  4. You'll receive an email when the export is ready, with a download link valid for 48 hours.

The export runs in the background, so you can continue working while it generates.

Required permission​

Exporting requires the Export permission. If you don't see the button, ask your administrator to grant it.

What columns are in the export​

The CSV contains every field your company has enabled for Projects, Contacts, and Houses — the same field list that appears in the Project Search dialog. Columns appear in this order:

  1. Project ID Hash — always present, used for cross-referencing project URLs.
  2. Project fields — every enabled field on the Project, in the sort order you've configured.
  3. Contact phone columns — Primary Cell Phone, Partner Cell Phone, Main Phone, Alt Phone (always emitted).
  4. Contact fields — every enabled field on the project's primary contact (prefixed with Contact:).
  5. House fields (project's house) — every enabled field on the project's house, including address (prefixed with House:).
  6. Contact's House fields — every enabled field on the contact's billing/primary house (prefixed with Contact's House:).

Custom fields appear alongside system fields, using the labels you've configured.

Customizing the columns​

The export reflects your fields configuration. To add, remove, rename, or reorder columns:

  1. Open Company Settings → Custom Fields.
  2. Enable or disable the fields you want in the export for the relevant object (Projects, Contacts, or Houses).
  3. Adjust the Sort value to change column order within each group.

Disabled fields do not appear in the export. The change takes effect the next time you run an export.

File format​

  • Encoding: UTF-8 with byte-order mark (BOM) so Excel opens special characters correctly.
  • Delimiter: comma, with values quoted per RFC 4180.
  • Date fields: rendered in your configured locale's format. Date-only fields are not affected by time zones.
  • Yes/No fields: rendered as Yes / No. Empty values render as a blank cell.

Tips​

  • For large companies (10,000+ projects), generation may take a few minutes — the email will arrive when it's ready.
  • The download link expires after 48 hours. Re-run the export if you need it again.
  • Filters carry over from the Projects list. If your export is missing rows, check that no filter is hiding them.