Export a file of Workspace people in ClickUp

Managing users efficiently in ClickUp is easier when you can export a file of everyone in your Workspace. This guide explains what the export includes, who can use it, and the exact steps to download a CSV with your Workspace people.

What the ClickUp people export contains

The export option creates a CSV file that includes all people in your Workspace, both members and guests, along with key account details. You can use this file for audits, compliance checks, or to sync user data with other tools.

The CSV file typically includes:

• Name of each person in the Workspace
• Email address used for their account
• User type, such as member or guest
• Account status details like active or invited
• Workspace-level information that helps with access review

Because the file includes personal information and access details, this export is a powerful way to review who has access to your Workspace and how they are configured.

Requirements to export people from ClickUp

Not every user can export people data from ClickUp. The export ability is restricted to protect sensitive information and maintain Workspace security.

To use the export feature, make sure that:

• You have sufficient permissions in your Workspace, such as admin-level permissions or equivalent access granted by your owner or admin.
• Your Workspace is on a plan that includes this feature, if applicable.
• You can access the People or similar management area where all users are listed.

If you do not see an export option after following the steps below, contact a Workspace owner or admin so they can either export the file for you or update your permissions.

Step-by-step: export a people file from ClickUp

Follow these steps to download a CSV of all people in your Workspace using the ClickUp interface.

1. Open your ClickUp Workspace people view

First, navigate to the people management area in ClickUp where all members and guests are listed. This is usually available from your Workspace settings or a dedicated People section in the sidebar or settings menu.

1. Sign in to your account.
2. Choose the correct Workspace if you belong to more than one.
3. Open the settings or administration area.
4. Locate and open the People or Members section.

Once you are in the people view, you should see all of the users currently associated with the Workspace, along with their basic information.

2. Locate the export option in ClickUp

Within the people management screen, look for an option to export or download user data. Depending on your interface layout and updates to ClickUp, this may appear as:

• An Export button near the top of the people list
• A menu icon (such as three dots) that opens additional options
• A settings or actions menu linked to the list of users

When you see the export option, select it to start the process. If it is not visible, confirm with your Workspace admin that you have the correct permissions.

3. Confirm the export of your ClickUp people file

After selecting the export option, ClickUp will prepare your CSV file. In most cases, this process is automated and requires minimal input.

1. Click the export option for Workspace people.
2. Wait while the system generates the CSV file.
3. Download the file when prompted or from the provided link.

Depending on the number of people in your Workspace, the export may take a short time to complete. Large Workspaces with many members and guests can take longer to process.

How to use your exported ClickUp people CSV

Once you have downloaded the CSV file, you can open it with spreadsheet tools, import it into other platforms, or use it for audits and internal reporting.

Common use cases for the exported file include:

• Reviewing all active users, guests, and pending invitations
• Sharing the list with HR, compliance, or security teams
• Cross-checking access between ClickUp and other systems
• Building internal reports on collaboration or license usage

Always store the CSV securely, because it contains identifiable user information. Limit who can access this file and follow your organization’s security policies.

Troubleshooting ClickUp people export issues

If you run into problems while trying to export a file of people from your Workspace, review these common issues and solutions.

Missing export button in ClickUp

If the export option is missing or disabled, consider these checks:

• Verify that you are in the correct Workspace.
• Confirm your role with the Workspace owner or admin.
• Ask an admin if any restrictions are set for exporting user data.

If the export feature remains unavailable and you believe you should have access, an owner or admin can perform the export on your behalf.

Export file not downloading from ClickUp

If the system confirms an export but the CSV does not download:

• Disable any pop-up blockers that could stop the download.
• Try another browser or clear your cache and cookies.
• Check your downloads folder or browser download manager.

For ongoing issues, you can consult the official guide on the ClickUp Help Center page about exporting a file of people.

Best practices for managing exported ClickUp data

The people export feature gives you powerful insight into how your Workspace is structured. To use this information effectively and responsibly, follow several best practices.

• Protect sensitive information: Store the exported CSV in a secure location with limited access.
• Schedule periodic reviews: Export the list regularly to keep track of who has access to your Workspace.
• Align with policies: Ensure your export and review process follows your company’s compliance, privacy, and security rules.
• Share carefully: When sharing the file, send it only to trusted stakeholders who need the data for their work.

By keeping these practices in mind, you can use the export feature not only to view your users but also to improve governance and oversight within your Workspace.

More resources beyond ClickUp

If you want to improve your overall workspace processes, automation strategies, or integrations, you can learn more from external resources as well. For additional guidance on optimizing tools and workflows, visit Consultevo for expert insights and services.

Using the export feature for Workspace people in ClickUp, combined with consistent reviews and strong data practices, gives you clear visibility into who has access and helps you maintain a secure, well-managed environment.

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