If you need a spreadsheet or list of all properties tied to a specific customer, you can quickly generate one by extracting the data directly from the Properties page.


The Short Answer

The fastest way is the CSV Download button on the Properties page (see Exporting Properties to CSV). Every row in that file includes the Customer ID and Customer Name, so you can open it in Microsoft Excel or Google Sheets and filter to the customer you need. The file has one row per property per program, so remove duplicates on Property ID if you want each property listed once. If a property is shared by more than one customer, the file shows the customer assigned first; for shared properties, use the copy-and-paste steps below instead.


You can also build a quick list from the customer's own account by copying the table on their Properties tab and pasting it into Microsoft Excel or Google Sheets, then saving it as a CSV.


Step-by-Step Instructions

Follow these steps to build your spreadsheet:


Step 1: Locate the Target Account or Group

  1. Navigate to your main dashboard.
  2. Search for and open the customer's account.


Step 2: Navigate to the Properties View

  1. Look at the tab navigation menu inside the account profile.
  2. Click on the Properties tab. This will populate a clean, organized table listing every property associated with that name, along with their respective addresses and contact details.


Step 3: Copy and Paste the Data Table

  1. Left-click and drag your mouse cursor to highlight the entire table of properties (including the header rows like Property Name, Address, etc.).
  2. Right-click the highlighted text and select Copy (or press Ctrl + C on Windows / Cmd + C on Mac).
  3. Open a blank spreadsheet in Google Sheets or Microsoft Excel.
  4. Right-click the first cell (A1) and select Paste (or press Ctrl + V / Cmd + V). The data will neatly drop into separate columns and rows.

Step 4: Save and Download as a CSV

  1. Review your spreadsheet and adjust column widths if necessary to clean up the formatting.
  2. Go to File > Download (or Save As).
  3. Select Comma-Separated Values (.csv) or Excel (.xlsx) from the file format options.


Need Extra Help?

If you need data that isn't in the Properties CSV, please reach out to our support team. We can generate a custom export for you upon request.