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  • Set up your template
  • Retrieve your file from the system

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  1. Moment - By topic
  2. Integrations
  3. File exports
  4. Export templates

Projects

PreviousHours (Time records)NextCustom template

Last updated 3 years ago

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Set up your template

To be able to export projects there needs to be created a template using the Projects datatype. To see more on how to create the template read about the and .

Retrieve your file from the system

To retrieve the file with projects, go to Projects > Report. If there exists an export template using the projects datatype as source there will be found an option to expert projects under the cogwheel icon.

Upon clicking the Export projects option a dialog will appear where you select your earlier created template. You can have multiple templates if so wanted. Then select the from date, this is the date from what time you want to get projects. That are projects that has been created or changed after the set date. When these are set, click Export and you will get your file as per defined template.

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