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    1. Products
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    3. Tracking
    4. More about processes
    5. Export process to CSV

    How to export any process to a CSV

    Are you looking to export your Tallyfy processes into a convenient CSV format? Look no further - we’ve got you covered!

    CSV files are a great way to organize and analyze your process data. They contain columns and rows that store important information about tasks and their details. You can easily view, sort, and aggregate data in this format. Plus, you’ll find some extra useful details like hidden tasks, form field types (short text, long text, dropdown, checklist, radio button, date, file upload), form field questions, and their corresponding answers.

    CSV document example

    To export a CSV file in Tallyfy, follow these simple steps:

    1. Open the active process you want to download.
    2. Click on the “Settings” option.

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    3. Scroll down to the bottom and click on “EXPORT CSV.”

    Exporting a CSV

    That’s it! Your CSV file will be ready for download, and you can start using it to analyze and visualize your process data.

    Tallyfy Analytics > CSV file structure
    The CSV export of a single process in Tallyfy contains 45 columns with detailed information about the process, its tasks, form fields, comments, and issues.
    Middleware > Stream data to a spreadsheet
    Form field values can be easily exported from Tallyfy to a spreadsheet using middleware services like Zapier or Microsoft Power Automate.
    More about tasks > Paste cells into a Tallyfy table
    A lengthy list of items can be pasted directly into a Tallyfy table if the data is in CSV or Excel format, matching the table headers.
    Edit processes > Delete a process
    Deleting an archived process in Tallyfy is a straightforward task that can be accomplished through the Tracker view by applying a filter to show archived processes and clicking on the Delete button.

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