> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting Leads

> Export your leads to CSV or PDF

<Frame>
  <img src="https://cdn.ploti.ai/static/lead-export.webp" alt="Lead Export" />
</Frame>

Export your leads to share with team members, create reports, or use in other tools. Ploti supports CSV exports for data analysis and PDF exports for professional reports.

## Starting an Export

<Frame>
  <img src="https://cdn.ploti.ai/static/export-start.webp" alt="Starting an Export" />
</Frame>

1. Go to your leads list
2. Click the **Export** button
3. Select the leads you want to export (checkboxes appear)
4. Click **Start Export**
5. Follow the export wizard

## Export Formats

### CSV Export

CSV exports are perfect for:

* Importing into spreadsheets (Excel, Google Sheets)
* Data analysis and reporting
* Sharing raw data with partners
* CRM integrations

The CSV includes all your selected lead columns plus optional parcel data.

### PDF Export

PDF exports create professional reports with:

* Branded cover page with export name and date
* One page per lead with all details
* Satellite maps showing parcel locations
* Color-coded parcel outlines for multi-parcel leads
* Lead descriptions and notes

PDFs are ideal for:

* Sharing with investors or partners
* Printing for meetings
* Creating deal packages
* Archiving completed deals

## Export Wizard

<Frame>
  <img src="https://cdn.ploti.ai/static/export-wizard.webp" alt="Export Wizard" />
</Frame>

The export wizard walks you through four steps:

<Steps>
  <Step title="Choose Format">
    Select CSV or PDF format for your export.
  </Step>

  <Step title="Parcel Data">
    Choose how to include parcel information:

    * **None** - Lead data only, no parcel details
    * **Summary** - Include parcel count and IDs
    * **Full** - Include detailed parcel fields (select which fields)
  </Step>

  <Step title="Select Parcel Fields">
    If you chose "Full" parcel mode, select which parcel fields to include from 60+ available fields organized by category.
  </Step>

  <Step title="Name Your Export">
    Optionally give your export a custom name. This appears in the filename and on the PDF cover page.
  </Step>
</Steps>

## Parcel Fields

When exporting with full parcel data, you can choose from 60+ fields organized by category—things like owner information, property details, valuations, tax data, and more. Pick the fields that matter for your use case.

Your selections are saved automatically for future exports.

## Receiving Your Export

Exports are processed in the background so you can keep working. When your export is ready:

1. You'll receive an **email notification**
2. The email contains a **download link**
3. Click the link to download your file
4. Links are valid for **30 days**

<Frame>
  <img src="https://cdn.ploti.ai/static/export-email.webp" alt="Export Ready Email" />
</Frame>

## What's Included

### Lead Data

Exports include the columns visible in your current view:

* Lead title and ID
* Status, priority, source, type
* Owner type
* Financial fields (asking price, estimated value, offer amount)
* Location (city, county, state)
* Dates (contact, expected close, contract, closing)
* Assigned team member
* Associated project

### Parcel Data (Full Mode)

When exporting with full parcel data:

**CSV Format:**

* One row per parcel (leads with multiple parcels expand to multiple rows)
* All selected parcel fields as columns

**PDF Format:**

* Satellite map with parcel boundaries
* Multi-parcel leads show combined map with color-coded outlines
* Parcel details table with selected fields
* Each parcel labeled (Parcel 1, Parcel 2, etc.) with matching colors

## Tips for Effective Exports

<CardGroup cols={2}>
  <Card title="Filter First" icon="filter">
    Apply filters before exporting to include only the leads you need.
  </Card>

  <Card title="Name Your Exports" icon="tag">
    Use descriptive names to easily identify exports later.
  </Card>

  <Card title="Save Field Preferences" icon="bookmark">
    Your parcel field selections are saved, making repeat exports faster.
  </Card>

  <Card title="Use PDF for Sharing" icon="file-pdf">
    PDFs create professional reports with maps—great for external stakeholders.
  </Card>
</CardGroup>

## Common Use Cases

| Use Case              | Recommended Format | Parcel Mode     |
| --------------------- | ------------------ | --------------- |
| Spreadsheet analysis  | CSV                | Summary or Full |
| Investor presentation | PDF                | Full            |
| CRM import            | CSV                | None or Summary |
| Deal package          | PDF                | Full            |
| Quick backup          | CSV                | Summary         |
| Property research     | PDF                | Full            |