Export or Import a Watchlist

The Insights Platform allows users to export any Watchlist from their account to Microsoft Excel. Exporting to Excel allows you to share any of your Watchlists with anyone else that has access to the Insights Platform. 

  1. To export a Watchlist to Excel, go to your lists of Watchlists in your account.
  2. Select the Export button for the Watchlist you wish to export.

You can provide the downloaded Excel file to others with Insights Platform access.

  1. To import a downloaded Watchlist into the Insights Platform, select the Import from Excel option.