How to Export

How to Export

Sumac allows you to export information from any list with just a few clicks. First, decide which records you want to export. You can use various search techniques to create the list of records you wish to export.

For this example, let’s say you want to export information about a few selected records. Once you have chosen the records, click on “Export.”


You will be given the option to export all records displayed in your list or only the selected ones. Click on “Selected” to export information about your chosen records.


On the left, you will see all the available fields. Drag and drop the fields you want to export into the "Fields to Export" list. These fields will be included in the output file, with one field per column.


If you want to exclude any of the selected fields, simply drag them from the "Fields to Export" list back to the list on the left.


To change the order of the columns in the output file, drag the fields up or down within the "Fields to Export" list.


You can also choose to export your data as either a tab-delimited text file or a CSV file. If you check the box to open the file once the export is complete, the exported data file will open immediately after it is created.


When you click “Export,” Sumac will prompt you to choose where to save the file. 

Next, Sumac will display the progress of your export in a window at the bottom right, allowing you to see when the entire list has been exported and saved.


That’s it—your export is complete!