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Export process to CSV

Export processes to CSV format

Export any running process to CSV directly from Tallyfy. Open the process, click the More menu, and select Export CSV. The file downloads in seconds with all tasks, form answers, comments, and timestamps.

This is a Pro plan feature. Light members can’t access it.

What do I need?

  • View access to the running process
  • Admin or Standard member role (not Light)

How do I export a process to CSV?

  1. Open the running process you want to export.
  2. Click the More dropdown in the process sub-navigation bar. Active process configuration panel view view
  3. Select Export CSV from the menu. Export data to CSV format view view view
  4. The CSV file downloads to your computer automatically.

What’s in the CSV file?

Each row represents a task, form field answer, or comment. You’ll get 49 columns covering:

  • Process info - name, ID, source template, start/end dates, owner
  • Task info - name, status (complete, active, waiting), due dates, completion times, assignees
  • Milestone data - IDs, names, and positions for milestone checkpoints
  • Form field data - field names, answers, field types, file upload details
  • Hidden tasks - even auto-skipped tasks appear in exports, which helps for audits
  • Comments and issues - comment text, issue reports, resolution status

The CSV file structure article covers all 49 columns in detail.

CSV export spreadsheet with process data

Bulk export for multiple processes

For exporting many processes at once, use the open-source Python script in the api-support repository ↗. It can:

  • Export all processes to a single CSV
  • Filter by status (active, complete, or all)
  • Filter by template ID
  • Handle pagination automatically
Terminal window
# Export all processes
python3 export_processes_csv.py


# Export only active processes
python3 export_processes_csv.py --status active


# Export processes from specific template
python3 export_processes_csv.py --template YOUR_TEMPLATE_ID

The script produces the same 49-column format as manual exports - one row per task. See API code samples for more programmatic options.

Alternative export methods

Besides manual CSV export, you can:

  • Use webhooks to send form data to external systems automatically when tasks complete
  • Connect via API to pull form field data programmatically
  • Set up middleware (Zapier, Make) to stream form responses to spreadsheets

See webhook setup for automated data export.

Common uses for exported data

  1. Analysis - open in Excel or Google Sheets to measure task durations, find bottlenecks, or compare team performance
  2. Reporting - build charts showing completion trends, cycle times, or bottleneck patterns
  3. Backup - keep offline copies of important processes for future reference
  4. Integration - feed data into Power BI, Tableau, or other analytics tools
  5. Auditing - every action, timestamp, and decision is recorded for compliance
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