How can I export my Catalog items to CSV?

Focus:  The focus of this self-help article is to provide steps and information on how to export your Catalog items from PandaDoc

Export format:  The file format will be in a CSV (Comma Separated Value) file.  This will include all default PandaDoc Catalog fields and any custom fields you have for your items.  This file can be viewed with any simple text editor or spreadsheet software, such as Microsoft Excel. Please note:  You need to have at least one Catalog item the “root” of the Catalog in order to do the export.

Time to process the export:  The export can take some time due to the numbers of clients requesting the export. The export can only be requested once every 24 hours.

Step 1:  Accessing export.  Login into your PandaDoc account, click on Catalog on the left, then on the top right, click on the “Export” button.

Step 2: Email to download export. Once the export process has been completed, PandaDoc will send you an email to download the file. Example shown below.

Catalog - Export - Email

Step 3: Example of CSV export file. Shown below is an example of the export file you will receive.

Catalog - Export - example CSV

 

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