Last updated 1282 days ago

Data Export

Data Export lets you export data to a CSV or an Excel format.

After exporting data, you can use the same file to import data using Data Import.

To access Data Export, go to: Home > Settings > Data Export

How to Use Data Export:

  1. Go to the Data Export.
  2. Select the Document whose data you want to export.
  3. Select the file format whether CSV or Excel.
  4. Select the fields to export, the red ones are mandatory.
  5. You can also add filters to select only specific data, for example, Grand Total >= 1,000 for Sales Orders.
  6. Click on Export to download the file.
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