Updated May 3, 2023
Export your data from Dubsado to a CSV file that you can open in Microsoft Excel, Apple Numbers, or Google Sheets.
In this article:
Export data
To export information from Dubsado:
Head to the Projects tab.
Select a project status. All projects listed in the project status you’re currently viewing get included in the CSV file.
Click Export.
A popup will appear to select client or project information.
Select all options that you want to include in your file, then click Export.
Filter projects
To filter for certain projects within a project status, click the Filter button while in the Projects tab. Only projects that appear on the projects page when filtered will show in the CSV file.
How values appear in the CSV file
Within the file, most column names and cell values appear as it is written in Dubsado. The table below indicates values that may be different:
Column name | Cell values |
Lead or job | Values appear as “Lead” or “Job”. |
Contract status | Values are either “Needs sending”, “Sent”, or “Signed” depending on how it appears in Dubsado. |
Team/user | Values list a mix of team names and individual users. You won’t see individual team members within a team. |
Archived | Values appear as “Yes” or “No”. |
Primary invoice and Total amount paid | Values appear as a number without a currency symbol. |
Custom-mapped fields | Column names appear as typed in Settings >> Custom-mapped fields. |
FAQ
Why isn’t my file downloading?
Use Chrome as your browser when exporting CSV files from Dubsado. If the file doesn’t download, disable all browser extensions and double-check your internet connection.
Can multi-users export data?
An admin multi-user can export a customizable file. Basic or accountant multi-users can only export a non-customizable file with the following data:
Client first and last name
Client phone number
Client email address
Client street address
Can I export on mobile?
No. The export feature is only available on desktops.
Am I able to export in a different file format?
No. The exported file will be a CSV format only.