You can export all of the data that you have captured in Snugg Pro to a CSV (Comma Separated Value) file. This allows you to move any data from Snugg Pro into other software like a CRM, QuickBooks, Excel, or other tools. To export a CSV, just go to the jobs screen and select the box for all of the jobs you would like to export or click on Select All Jobs. Then, click on the Export button at the bottom right of your screen.

You’ll get a new pane that pops out asking you to review the jobs being exported. You can then click on the Download as CSV button to download the file or click on Preview CSV to view the output in your browser window (You can also just click on Preview CSV to see the output in a new tab in your browser).

IMPORTANT NOTE: We may add more data (more columns) in the future. If you have a system that imports the CSV, make sure to import by column name and not column order. Most modern CRMs and databases will have an import function that supports this method.