# Excel

## Export data to Excel

1. Log in to your ProWork account.
2. Navigate to the data view you want to export (clients, projects, or tasks).
3. Click the **Export** button in the top right corner.
4. Select **Excel (.xlsx)** as the export format.
5. Choose the columns you want to include in the export.
6. Click **Download** to save the Excel file to your computer.

## Import data from Excel

1. Prepare your Excel file with the required columns.
   * Download a template from ProWork to ensure correct formatting.
2. In ProWork, go to **Settings** > **Import**.
3. Click **Upload Excel File** and select your prepared file.
4. Map the Excel columns to ProWork fields.
5. Review the import preview for any errors or warnings.
6. Click **Import** to complete the process.

## Supported Excel formats

ProWork supports the following Excel file formats:

* `.xlsx` (Excel 2007 and later)
* `.xls` (Excel 97-2003)
* `.csv` (comma-separated values)

## Tips for working with Excel exports

* Use filters in ProWork before exporting to limit the data set.
* Excel exports include all visible columns in your current view.
* Large exports may take a few moments to generate.
* Exported files are date-stamped for easy organization.


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