--- title: Export Proposal Data to CSV or JSON description: Choose which proposal fields to include and export them as a CSV or JSON file, so you can bring proposal data straight into your CRM. --- [Skip to content](https://help.scanifly.com/export-proposal-data-to-csv-or-json#main-content) English Show submenu for translations ![SCANIFLY-LOGO-Color-2022.jpg\]](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-Color-2022.jpg?height=40&name=SCANIFLY-LOGO-Color-2022.jpg) Open main navigation Close main navigation - English Show submenu for translations Hi, how can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.scanifly.com/?hsLang=en) 2. [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en) 3. [Building a Proposal](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#building-a-proposal) # Export Proposal Data to CSV or JSON ## Pick the proposal fields you need and export them as a CSV or JSON file for your CRM. Export the numbers behind a proposal as a CSV or JSON file, separate from the proposal document itself. Use this when your CRM needs the data rather than the finished document. --- ### 1. Open the Data Export option under the Active Proposal menu From this menu, you can either choose the Default Export which grabs the main variables, or you can create a new Export Template at the top right of the page. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-04-2026-02-42-21-4427-PM.png?width=670&height=174&name=image-png-Aug-04-2026-02-42-21-4427-PM.png) --- ### 2. For New Template: Select the Fields You Want Choose the specific fields to include. Only the fields you select appear in the file, so you can match the export to what your CRM expects. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-04-2026-02-44-03-8458-PM.png?width=670&height=372&name=image-png-Aug-04-2026-02-44-03-8458-PM.png) Once you have selected all of the variables you want, save the template at the top right of the screen. --- ### 3. Export as CSV or JSON Choose **CSV** or **JSON** and export. CSV suits spreadsheets and most CRM imports. JSON suits an integration that reads structured data directly. Your browser downloads the file once the export finishes. \[NEEDS CLARIFICATION: confirm the actual confirmation behavior — file download, in-app toast, or both — and the file naming pattern, so this line can be accurate.\] ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-04-2026-02-46-25-8822-PM.png?width=670&height=121&name=image-png-Aug-04-2026-02-46-25-8822-PM.png) --- For more information on [Generate, Preview, and Save a Proposal](https://help.scanifly.com/generate-preview-and-save-a-proposal?hsLang=en), please see this support article. For more information on [Use a Custom Proposal Template](https://help.scanifly.com/use-a-custom-proposal-template?hsLang=en), please see this support article. For more information on [Fill In Custom Inputs](https://help.scanifly.com/fill-in-custom-inputs-like-sales-rep-name?hsLang=en), please see this support article. For more information on [Variables: Custom, AI, and Input Variables](https://help.scanifly.com/variables-custom-ai-and-input-variables?hsLang=en), please see this support article. If you have any questions or need further assistance, please reach out to our chat support or email [hello@scanifly.com](mailto:hello@scanifly.com). - [Getting Started](https://help.scanifly.com/getting-started?hsLang=en#main-content) - [Start Here](https://help.scanifly.com/getting-started?hsLang=en#start-here) - [Technical Requirements](https://help.scanifly.com/getting-started?hsLang=en#technical-requirements) - [Scanifly PV System Design](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#main-content) - [Individual Features / Design Tools](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#individual-features-design-tools) - [Design Tools & Project Info](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#design-tools-project-info) - [Site Assessment Tools](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#site-assessment-tools) - [Exports](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#exports) - [FAQ's](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#faqs) - [Design Services](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#design-services) - [Customer Portal Admin](https://help.scanifly.com/customer-portal-admin?hsLang=en#main-content) - [Managing Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#managing-projects) - [Sharing Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#sharing-projects) - [User Settings](https://help.scanifly.com/customer-portal-admin?hsLang=en#user-settings) - [My Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#my-projects) - [Team Management](https://help.scanifly.com/customer-portal-admin?hsLang=en#team-management) - [Drone FAQs](https://help.scanifly.com/drone-faqs?hsLang=en#main-content) - [FAA Part 107 & Airspace](https://help.scanifly.com/drone-faqs?hsLang=en#faa-part-107-airspace) - [Photo Acquisition](https://help.scanifly.com/drone-faqs?hsLang=en#photo-acquisition) - [Drones](https://help.scanifly.com/drone-faqs?hsLang=en#drones) - [On-Site Photo FAQs](https://help.scanifly.com/on-site-photo-faqs?hsLang=en#main-content) - [Drone Training](https://help.scanifly.com/on-site-photo-faqs?hsLang=en#drone-training) - [Solar FAQs](https://help.scanifly.com/solar-faqs?hsLang=en#main-content) - [Weather Data](https://help.scanifly.com/solar-faqs?hsLang=en#weather-data) - [Production Factors](https://help.scanifly.com/solar-faqs?hsLang=en#production-factors) - [Request Services](https://help.scanifly.com/request-services?hsLang=en#main-content) - [Service Request Pricing](https://help.scanifly.com/request-services?hsLang=en#service-request-pricing) - [Service Requests Design Stages](https://help.scanifly.com/request-services?hsLang=en#service-requests-design-stages) - [Service Request Offerings](https://help.scanifly.com/request-services?hsLang=en#service-request-offerings) - [Scanifly iOS and Android App](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#main-content) - [Mobile Upload Troubleshooting](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-upload-troubleshooting) - [Mobile Device Requirements](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-device-requirements) - [Mobile App Training](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-app-training) - [Scanifly Remote Design](https://help.scanifly.com/scanifly-remote-design?hsLang=en#main-content) - [Remote Design Training](https://help.scanifly.com/scanifly-remote-design?hsLang=en#remote-design-training) - [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#main-content) - [Getting Started](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#getting-started) - [Building a Proposal](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#building-a-proposal) - [Setup and Global Settings](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#setup-and-global-settings) - [Equipment and Variables](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#equipment-and-variables) - [Template Builder](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#template-builder) - [Integrations](https://help.scanifly.com/integrations?hsLang=en) - [Release Notes](https://help.scanifly.com/release-notes?hsLang=en#main-content) - [2026](https://help.scanifly.com/release-notes?hsLang=en#2026) - [2025](https://help.scanifly.com/release-notes?hsLang=en#2025) - [2024](https://help.scanifly.com/release-notes?hsLang=en#2024) - [2023](https://help.scanifly.com/release-notes?hsLang=en#2023) [![Chill listening crop-3](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-2022.png?width=79&height=24&name=SCANIFLY-LOGO-2022.png "Chill listening crop-3")](http://scanifly.com) Scanifly, Inc. Copyright © 2026, Scanifly