Export to a spreadsheet
Download a list as a CSV file, with one row per contact, and open it in Excel or Google Sheets.
You can download any list as a CSV file to work in a spreadsheet, share with someone outside ClearTract, or load into another tool. Export is included on every plan, including the free trial.
Export a list
Export works from lists only. To export projects from a view, first add them to a list (see Lists and your Saved list).
- Open the list from the left sidebar.
- Optional: narrow it with the filters, or tick the checkboxes on the projects you want.
- Click Export CSV at the top right.
- Choose one:
- Export selected (n): only the projects you ticked.
- Export all in view: every project in the list that matches your current filters, in the order they’re sorted on screen.
The file downloads straight away. Its name includes the list name and the date and time, so repeat exports don’t overwrite each other.
One row per contact
Each row is one person on one project. A project with four contacts gives you four rows, with the project details repeated on each. A project with no contacts still gets one row, with the contact columns empty.
For each project, contacts are ordered so the first row is the best one to call: the project team (owner, architect, engineer, builder) comes before trades and agencies, and people with an email or phone come before people without.
Only verified emails are included, the same ones you see in the app.
Up to 500 projects
One export holds up to 500 projects (the number of rows can be higher, since each contact gets a row). If Export all in view matches more, you get the first 500 in your current sort order and a warning that the view has more. Narrow the filters and export again to get the rest.
What’s in the file
| Columns | What they hold |
|---|---|
| record_id, cleartract_url | ClearTract’s ID for the project, and a link that opens it in the list |
| project_address, city, county, parcel_apn, latitude, longitude | Where it is, including the assessor’s parcel number |
| use_type, use_category, use_subtype | What’s being built |
| size_sf, size_units, size_acres | Size in square feet, units and acres |
| est_value, value_band | Estimated value as a number, and its range |
| current_status, lifecycle_stage, partner_stage, bd_stage | The city’s status wording, plus ClearTract’s stage codes |
| project_date, issue_date, last_updated | Key dates (year-month-day) |
| permit_number, case_number, permit_type, permit_count, all_permit_numbers | The permits and planning cases behind the project |
| applicant, owner_of_record, developer_owner, architect, contractor | Companies and people named on the filings |
| contact_name, contact_title, contact_company, contact_role | Who the contact is |
| contact_email, contact_phone, contact_linkedin | How to reach them (direct line first, then mobile, then main number) |
| contacts_total | How many contacts the project has |
| project_description | The project’s scope |
| outreach_notes | The AI Analysis write-up, if the project was researched |
Values and sizes are plain numbers, so you can sort them and add them up.
Open it in a spreadsheet
Excel: double-click the file, or use File → Open. Accented names and addresses display correctly.
Google Sheets: open a new sheet, then File → Import → Upload, choose the file and click Import data.
Tip: to get one row per project, remove duplicates on the record_id column (in Excel, Data → Remove Duplicates; in Google Sheets, Data → Data cleanup → Remove duplicates). Both keep the first row for each project, which is the best contact.
Get emails before you export
The export includes the contact details ClearTract already has. To fill in missing emails first, open the list and use Enrich contacts. See Contacts and enrichment.
Still stuck? Email [email protected] and a person will reply.