Create a new export package

1. Click on relevant project to go into the project's Exports table

2. Under Exports table click New Export

3. Within the popup, input a name and select relevant tools that you want to export and click Create

4. Once you have clicked Create, you will land on the export page.

5. Here is where all Procore information for the selected tools will appear

6. Firstly, click on the tool name, you will then be able to filter by relevant metadata under the Filters option. Note: filters will change based on the tool.

7. Click the checkbox next to each relevant Procore document you wish to export

8. Click on the other relevant tools tab and repeat process

9. Once all documents have been selected at the top right hand side under summary click compile (note: you should see the number of selected documents for each tool)

 

10. Give Extractus a few minutes to compile and produce the export

11. Once the compilation is complete from the export package you can click Export from the summary tile to download the zip file

12. Alternatively, you can click on the project name in the breadcrumbs at the top left which will take you back to the project Exports table

13. From the Exports table you can then click Export to download ZIP file