How to export a track from Lattice into a CSV
After a track has been created, Admins can export the track into a CSV file. The steps below walk through two ways to export an existing track from Lattice!
Exporting a Track via CSV
Step 1: Click on the Admin page (key icon) found on the left-hand side of your discovery navigation.
Step 2: Navigate down to the Grow console. Select "Tracks"
Step 2: Click on the ellipses next to the track you'd like to export. Next, select "Export as CSV."
Export a CSV from directly within the track
Step 1: Click into the track you'd like to export (from the Admin page > Grow > Tracks > Auditing). In this case, if I want to export the "Customer Success" track, I'll click on the word Customer Success.
Step 2: Select the settings gear icon in the top right corner of your instance. From here, select "Export as a CSV" in the dropdown.
Note: Admins can export both published and drafted tracks.
Q: Can I update an existing track by re-uploading the CSV?
A: At this time, there's not a way to make updates to a track by re-uploading the CSV. In this case, we'd recommend creating a new track (with the updated CSV) and putting your outdated track in a "draft" mode.