Export Content as a CSV

CSV export lets you map CollectContent data into spreadsheet columns, then run an integration job to generate a CSV file.

Before setting up this integration, it is a good idea to read Understanding Integrations first.

This integration does not require any credentials or API keys.

Build the export flow

CSV export uses a simple mapping flow that you build in CollectContent. Unlike other integrations, the export flow for exporting a CSV file is pre-defined.

You define which content to include, then decide what data each column should contain.

1. Open the Integrations: Select Integrations in the project navigation.
2. Open CSV export integration: Select the CSV integration you want to configure.
3. Filter the content to export: Use one or more filters to choose which content is included: Content Name, Folder, Assignees, Workflow Status and Template.
4. Add columns: Select Add Column to create each CSV column mapping.
5. Choose the value for each column: For each column, select one of the following:
   • Content name: The name of the piece of content.
   • Template field: The value from a specific content field.
   • Manual value: A fixed value you define while setting up the mapping.
   • No value: Leaves the column blank.
6. Set repeatable group fields (when needed): If a selected template field is inside a repeatable group, choose which repeat instance number to export. If a piece of content does not have that repeat, then the cell will be blank.
7. Arrange column order: Use the up and down arrow buttons to rearrange columns.
8. Remove unwanted columns: Use the delete button to delete a column.
9. Save integration settings: Select Save Integration.

Available blocks

The CSV export integration is built from a small set of pre-defined blocks.

• For each piece of Content: A block that lets you select which of your CollectContent items should be included in the integration. You can use one or more filters to choose which content is included: Content Name, Folder, Assignees, Workflow Status and Template.
• Create Row: Lets you add columns to your CSV file. Each column can use Content name, Template field, Manual value, or No value. If a template field is inside a repeatable group, choose which repeat instance to export. If that repeat does not exist for a piece of content, the cell is left blank. You can move columns with the up and down arrows, or remove a column with the delete button.

Exported content

Some field types are exported differently:

• Checkbox, radio, and select values are exported as comma-separated values.
• Attachment and image fields export the file name.

If you need the actual files (not just file names), use Exporting Media & Files to a ZIP.

Run the integration

1. Run the integration job: Start a new job from the CSV integration.
2. Wait for completion: Monitor the job status until it finishes.
3. Download the CSV: If the job succeeds, a download link appears beneath that job.

If a job fails, review the logs and follow Investigating Failed Integrations. Pleas see Running Integrations for more information.

Need help?

If you need assistance with this export, contact support.