Export, Print & Import

Exporting references

Exports are available from the Reference Manager and search (single references, a selection, or a whole result set) and from watchlists.

The export dialog offers:

• Format — PDF (print layout), Excel, or PowerPoint
• Document template — your company's export templates, where configured (contact the platform team for corporate-design templates)
• Orientation — portrait or landscape
• Columns / content — choose what to include: service provider, client, confirmation status, links, service branches, watchlist notes, tags, published status, responsible location, custom identifier, contact user, contract value, …
• List title and additional text for catalog-style exports
• Export only the checked entries when you selected specific references

Internal columns (custom identifier, contract value, …) are marked as internal in the dialog — they are for your team's exports, not for public handouts.

Printing

• Single reference — the detail page's print action opens print options (content toggles, then a print-ready view / PDF).
• Company profile — the public profile has its own print dialog with layout and section choices.
• Search results & watchlists — print the current result list or list selection as a catalog.

Comparing references

Select two or more references in the manager and choose Compare — a side-by-side table of their facts and properties. Useful for internal reviews and for preparing bids.

Importing existing data

If you already maintain references elsewhere, you don't have to re-type them:

• Excel/CSV import — column-mapped import of reference lists (My Company Profile → Import, /my/company/import).
• JSON import — structured import for larger or automated migrations.
• Bulk export — your complete portfolio can be exported as a ZIP (JSON plus media and per-reference PDFs) under Export (/my/company/export), available on paid plans.