Skip to main content

Export your portfolio

Download your full or filtered portfolio as a CSV file

Purpose

This article explains how to export your property portfolio in Kamma Suite, either in full or based on applied filters.


What you’ll learn

In this article, you’ll learn how to:

  • Export your full portfolio

  • Export a filtered set of properties

  • Download and use the exported file


About portfolio exports

All exports are provided as CSV files, which can be opened in any spreadsheet software, including Microsoft Excel.


Export your full portfolio

Option 1: From the Exports page

Step 1: Open exports

  • Click Exports in the left-hand navigation


Step 2: Start the export

  • Click Export portfolio

  • Click Start Export on the pop-up that appears


Step 3: Monitor progress

  • A progress indicator will appear while the export is running


Step 4: Download the export

Once complete, you’ll see:

  • Date and time the export was run

  • Number of properties exported

  • Export type (full or filtered)

  • Completion status

  • Click the Download link next to the export record to download the CSV file


Option 2: From the Portfolio page

Step 1: Open the portfolio

  • Navigate to the Portfolio page


Step 2: Start the export

  • Click Export Full Portfolio above the table


Step 3: Monitor and download

  • You’ll be taken to the Exports page

  • Follow the same steps to monitor progress and download the file


Export a filtered portfolio

Step 1: Apply filters

  • Go to the Portfolio page

  • Apply one or more filters


Step 2: Start the export

  • Click Export Filtered Portfolio
    (This button only appears when filters are applied


Step 3: Monitor progress

  • The Exports page will load with a progress indicator


Step 4: Download the export

Once complete, you’ll see:

  • Date and time the export was run

  • Number of properties exported

  • Export type (filtered)

  • Filters applied

  • Completion status

  • Click the Download link to download the CSV file


What happens next

  • The file downloads as a CSV, ready to open in Excel or similar tools

  • You can sort, filter, and analyse your portfolio data offline


Important notes

Exports may take time
Large portfolios may take longer to process. You can leave the page and return later.

Export history is saved
You can revisit the Exports page to download previous exports.

Did this answer your question?