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Export Segments to CSV

Objective

To export a segment and its segments items to the Comma Separated Values (CSV) file format. 

Background

You can export a segment and all of its segment items at any time. 

Things to Consider

  • Required User Permissions:
    • To export segments to CSV from the Company level Admin tool:
      • 'Admin' level permissions on the Company level Admin tool. 
    • To export segments to CSV from the Project level Admin tool:
      • 'Admin' level permissions on the Project level Admin tool. 
        OR
      • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Update Cost Codes' granular permission enabled on your permissions template. 
  • Limitations:
    • For customers using Procore's Field Productivity tools
      The default segments in WBS are compatible with icon-external-link.png Field Productivity. Custom segments are NOT yet supported. To learn more, see Why can't I create WBS custom segments?
    • For customers using the Company level ERP Integrations tool
      The default segments in WBS are compatible with Procore's ERP Integrations tool. However, the synchronization process does NOT yet support custom segments. To learn more, see Why can't I create WBS custom segments?
    • For customers who have independently developed or purchased a third-party solution to integrate with Procore
      To take advantage of the custom segment capabilities associated with WBS, any existing API integrations that you have independently developed or purchased to interact with Procore must be updated to support Procore's new WBS API. To learn more, see Do we need to update our API Integrations for WBS?
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

  1. Navigate to the Company or Project level Admin tool. 
  2. In the 'Segments' table, click the segment to work with. 
  3. At the top of the page, click the Export as CSV link. 

    wbs-export-as-csv.png

    Procore exports the parent segment and all of its children. 
Example

This example shows you a CSV export file of a flat segment, when opened in Microsoft Excel. 
 

wbs-csv-flat-segment-export.png
 

This example shows you a CSV export file a tiered segment, when opened in Microsoft Excel. 

wbs-tiered-segment-export-file.png