Overview 

Exporting users lets you take your user records out of FieldPie to work with them elsewhere—for reporting, for keeping a backup, or as the starting point for a bulk edit. You choose the users you want and download them as an XLSX or CSV file. Exporting is also the first half of the Excel bulk-edit workflow, because the file you download already has the right columns and rows to edit and re-import. Selecting only the users you need keeps the file focused and easy to work with. 

Before You Start

You need access to the Users area and permission to export data. Decide whether you want specific users or your whole list, and pick the format that fits how you will use the file—XLSX to open in Excel, or CSV to feed another system. 

How to Export Users

1. In the left navigation menu of FieldPie, select Users. 

2. Use the checkboxes to select users individually or in bulk. 

3. From the arrow next to the top check box, you can select all data. 

4. Click the export icon in the top-right corner. 

5. Choose the export format—XLSX or CSV—to download the file. 

Tips and Things to Know

• Export is the starting point for the Excel bulk-edit method—keep the file’s identifying columns intact if you plan to re-import. 

• Select only the users you need to keep the export small and manageable. 

• Choose XLSX for editing in Excel, or CSV for loading into another system. 

• An export is a handy point-in-time backup of your user list. 

Frequently Asked Questions