CSV Export

The CSV Export function in Accela allows you to export all the data that appears on the screen directly into an Excel spreadsheet. This export allows you to access large number of entries that would not all appear on the screen at one time in Excel for quicker searching and/or organization. 

For example:

• On an individual record that has a large number of fee items you could export the fees into Excel to easily see all the information without having to go to separate pages in Accela.
• In Point of Sale, you could dump all your point of sale transactions into a spreadsheet in order to hunt for a specific transaction.

To access the CSV Export function, all you need to do is hover over the Menu dropdown and select CSV Export.  

Your browser will then ask if you want to Open or Save the document. This will automatically open or save in an Excel spreadsheet.

Note: on some local networks, it will open in Notepad. If this happens you will need to work with your IT Department to change the default to Excel.

The CSV Export function is available on all list pages, including:

• • Alerts
• • Addresses
• • Contacts
• • Fees
• • Inspections
• • Parcels
• • Point of Sale
• • Records
• • Sets

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