> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/engage/partners/migrate-from-legacy/export-to-partners.md).

# Export to Partners

Run the Export to Partners export from the Partnerships or Coalitions list to produce a migration workbook.

The first step of a migration produces an Excel workbook holding your legacy records, already reshaped into the structure the Partners module expects.

## Where to Find It

{% stepper %}
{% step %}

#### Open the legacy list

Go to the [Partnerships](/engage/partnerships.md) list — or the [Coalitions](/engage/coalitions.md) list — under the **Engage** menu.
{% endstep %}

{% step %}

#### Apply any filters you want

The export honors both the filters you applied and the records you are permitted to view.
{% endstep %}

{% step %}

#### Open the Export menu and choose Export to Partners

Click the arrow beside the **Export** button and choose **Export to Partners**. The option appears only when the Partners module is turned on for your organization and you have permission to run a migration. See [Requirements](/engage/partners/migrate-from-legacy.md#requirements).
{% endstep %}
{% endstepper %}

## Which Export Is Which

These are two different files, and it is worth being clear about which is which:

| Export                                              | File name                                                                     | Purpose                                                                                        |
| --------------------------------------------------- | ----------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| **Partnerships (Legacy)** / **Coalitions (Legacy)** | `Partnerships (Legacy) Export.xlsx` / `Coalitions (Legacy) Export.xlsx`       | The ordinary reporting export — all the legacy fields, for analysis. **Not an import file.**   |
| **Export to Partners**                              | `Partnerships to Partners Export.xlsx` / `Coalitions to Partners Export.xlsx` | The migration workbook — legacy records reshaped into the Partners structure, ready to import. |

## What Gets Exported

* **Only the records in the list.** The export honors the filters you applied and the records you can view.
* **The date span follows the export.** Because a Partner's start and end dates are computed from the reporting periods present, filtering to a subset of years produces Partners whose spans cover only those years. The workbook's own notes sheet says so as well.
* **Small exports download immediately.** Large ones are queued and emailed to you when they finish; you will see a "We're processing your export" message in the meantime.

{% hint style="warning" %}
**NOTE:** Running the **Coalitions** export creates a placeholder site named **Dummy Site** for your organization if it does not already have one. Coalitions have no site of their own, and Partners require one, so coalition-derived Partners are parked there. See [Coalitions have no site](/engage/partners/migrate-from-legacy/mapping-reference.md#coalitions-have-no-site).
{% endhint %}

{% hint style="info" %}
**TIP:** Export the full history in one pass where you can. A Partner's start and end dates are derived only from the reporting periods included, so a filtered export produces Partners with artificially narrow spans.
{% endhint %}

## Next Step

* [Review the Workbook](/engage/partners/migrate-from-legacy/review-the-workbook.md) — Check the proposed records before anything is created.