Importing and Exporting

Exporting Purchase Orders

We make it really easy for you to export your information from our system. This document explains two approaches to export data.

Exporting The Order List

Exporting the order list exports all the information seen in the order list page. Any filters applied to the list page will also affect the data that is exported. i.e. to only export open orders, filter the list for open orders.

To export the list:

1. From the Order List page, click Actions.
2. Click Export Purchase Orders.
   A spreadsheet will begin downloading.

Each order will take up one row in this export.

Exporting Order Details

Exporting Order details provides a detailed export of each order and line item.

To export Orders:

1. From the Order List page, click Actions.
2. Click Export Purchase Orders.
3. In the following page, check the items you would like to export.
   There are four fields that must be exported.
4. Click Export, and in the following page click Export again.

Each new line item will take up one line in this report.