Exporting the Order to a Spreadsheet

ProSelect allows you to export order details into a standard .CSV (comma-separated values) file that can be opened in most spreadsheet programs such as Numbers, Microsoft Excel, or Google Sheets.

How to Export to CSV

1. Go to the top menu, Orders > Export Orders.
   • Or, click the "Export" button at the bottom of the Review Order window.
     
     
     
     
2. In the Export Orders window, select CSV Text from the format dropdown.
3. Check the box next to each client whose order you want to export.
4. Choose the folder where you want to save the exported file.
5. Click "Export Now."

Clients who have already been exported from the current album will be marked with a green check mark.

Product Codes and Notes

• If you have product codes enabled, these will be included in the exported spreadsheet.
• To include image and order notes in the final column of the CSV file, go to Settings > Pricing & Ordering > Settings > Export Orders Options and enable the relevant checkbox.

Exported Image & Order Notes

Because CSV format restricts the use of line breaks and commas:

• Any newline characters in the image or order notes will be replaced with spaces.
• Any commas will be replaced with hyphens (-).
• Order notes appear after image notes in the same column.