Planit:Export List
From Planipedia
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The “Export Lists” button is a feature where you have the ability to export client list to a Comma Separated Values (CSV) file. After you click this button, fields will open up where you can then define the data you want to have included in export file.
After defining the fields you want, you can click on “Export”. This will then prompt you on where you would like to save your file. Once you have saved your list it can be imported into your CRM or other tools by defining the fields and mapping them into your system.
