# Plan Managers Export

Source: https://docs.astalty.com.au/guide/exports/plan-managers-export

> Export a CSV of the Plan Managers stored in your directory.

The Plan Managers Export gives you a CSV of every Plan Manager stored in your [Directory](https://docs.astalty.com.au/guide/directory).

## Creating the Export

Head to the [Exports](https://app.astalty.com.au/exports) page, click **Create Export**, and select **Plan Managers** from the *Directory* group - or go straight to the [Plan Managers export](https://app.astalty.com.au/exports/create/plan-managers).

![The Directory group of the Create Export list, with the Plan Managers row, Export all Plan Managers, highlighted above Organisations and Contacts.](https://docs.astalty.com.au/assets/screen-shot-2023-12-10-at-6.26.39-am.png)

If Plan Manager Tags are enabled, **Export Filters** lets you select one or more [Plan Manager Tags](https://docs.astalty.com.au/guide/directory/plan-managers/plan-manager-tag), then choose **Any of these tags** to match a Plan Manager with at least one, or **All of these tags** to match only a Plan Manager with every Tag selected. With or without a Tag filter, the export includes archived Plan Managers as well as active ones. Select **Create Export** when ready.

## Downloading the Export

When the export is ready it will appear on the [Exports](https://app.astalty.com.au/exports) page, where you can click **Download** to save it to your device.

> **Export taking longer than expected?**
>
> All exports run in the background. If the export takes at least 20 seconds to become ready, Astalty also emails you. Download it from the Exports page.

## Exported Fields

The file contains one row per Plan Manager, sorted by name, with these columns. Archived Plan Managers are included, marked **Archived** under **Status**.

| Column                                | Description                                                                                                                                                                                                              |
| ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Name                                  | The Plan Manager's name                                                                                                                                                                                                  |
| ABN                                   | Australian Business Number                                                                                                                                                                                               |
| Website                               | The Plan Manager's website                                                                                                                                                                                               |
| Portal Link                           | The portal link recorded against the Plan Manager                                                                                                                                                                        |
| Status                                | **Active**, or **Archived** if the Plan Manager has been archived                                                                                                                                                        |
| Tags                                  | The [Plan Manager Tags](https://docs.astalty.com.au/guide/directory/plan-managers/plan-manager-tag) applied to the Plan Manager, in alphabetical order and separated by a comma; blank when the Plan Manager has no Tags |
| Contact First Name, Contact Last Name | The Plan Manager's primary contact                                                                                                                                                                                       |
| Contact Email                         | The primary contact's email address                                                                                                                                                                                      |
| Contact Phone                         | Landline number                                                                                                                                                                                                          |
| Contact Mobile                        | Mobile number                                                                                                                                                                                                            |
| Invoice Email                         | The address invoices are sent to                                                                                                                                                                                         |

> **Looking for people or organisations instead?**
>
> Use the [Contacts Export](https://docs.astalty.com.au/guide/exports/contacts-export) for individual contacts, or the [Organisations Export](https://docs.astalty.com.au/guide/exports/organisations-export) for organisations.