CSV Export

Export workspace records and custom field values to a CSV file for storage or analysis outside Blue.

CSV export emails you a link to a downloadable file with workspace data.

Export all records

  1. Open the workspace that you want to export.
  2. Select the settings icon.
  3. Select Export.
  4. Select Export again. Blue starts the export on its servers.
  5. Open the export email after processing finishes.
  6. Select the download link in the email.

Export controls in workspace settings

Export records with active filters

Use Export with Active Filters to export only records that match the current workspace filters.

  1. Apply assignee, tag, or advanced filters to the workspace.
  2. Open workspace settings.
  3. Select Import & Export.
  4. Select Export with Active Filters.
  5. Open the email after the export is ready. The CSV contains only records that match the active filters.

Export with Active Filters option

Supported export fields

FieldExport Support
Title✅
Description✅
Tags✅
List✅
Start Date✅
Due Date✅
Single Line Text✅
URL✅
Currency✅
File✅
Country✅
Date✅
Formula✅
Single Select✅
Multiple Line Text✅
Phone Number✅
Email✅
Multiple Select✅
Location✅
Star Rating✅
Checkbox✅
Number✅
Percent✅
Unique ID✅
Reference✅
Lookup✅
Time Duration✅

Use exported data

  • Store workspace data for backup or external analysis.
  • Use the Blue API to trigger scheduled exports from another system.
  • Share CSV data with people outside Blue.
  • Use CSV import to import supported data into Blue.