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:
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.
A popup will appear to select client or project information.
Select all options that you want to include in your file, then click Export.
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:
Lead or job
Values appear as “Lead” or “Job”.
Values are either “Needs sending”, “Sent”, or “Signed” depending on how it appears in Dubsado.
Values list a mix of team names and individual users. You won’t see individual team members within a team.
Values appear as “Yes” or “No”.
Primary invoice and Total amount paid
Values appear as a number without a currency symbol.
Column names appear as typed in Settings >> Custom-mapped fields.
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.