Exports

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General

Exports are available in most modules throughout LOCATE. They are accessed from the list view of the module by clicking Export or Quick Export in the upper right corner.

Export View

The header of the export page will display the total number of fields (columns) and lines (rows) that will be exported. All fields available for export in that module will be listed below. You may filter for data in a particular field by entering comma separated values into the line filter. Clicking Clear Filters will remove all filters on the export.

Note that some columns will have names such as "phone_phone_number" or "contact_email_email_address", which is the way certain objects are formatted in the database. This is not in error.

Available Exports

The following modules in LOCATE may be exported:

Sales
  • Customers
  • Only default addresses may be exported.
  • Contacts
  • Quotes
  • Sales Orders
  • Return Orders
Purchasing
  • Vendors
  • Vendor Parts
    • "number" is the internal part number, and "part_number" is the customer's part number.
  • Only default addresses may be exported.
  • Contacts
  • Purchase Orders
  • Return Orders
Stock
  • Parts
  • Customer Parts
    • "number" is the internal part number, and "part_number" is the customer's part number.
  • Inventory
    • Quick Export only
  • Transfer Orders
  • Bill of Materials
  • Work Orders
  • Use Orders
Operations
  • Picking
  • Packing
  • Shipping
  • Receiving
Accounting
  • Invoices
  • Chart of Accounts
Setup
  • Attribute Sets
  • Carriers
    • Stock carriers may not be modified. Attempting to export and re-import stock carriers will cause an import to fail.
  • Carton Types
  • Countries
  • Custom Lists
  • Discounts
  • Email Accounts & Log
  • Fees
  • FOB Points
  • Payment Methods
  • Payment Terms
  • Printers
  • Salespeople
  • Services
  • Shipping Terms
  • Sites
  • Units of Measure
  • Use Cases
  • Users

Create Export

  1. Navigate to the module which you would like to export
  2. Click Export in the upper right corner.
  3. Un-check the fields which you would like to exclude from the export.
    • You may click the checkbox in the header to un-check all fields.
  4. Enter filters, as desired.
  5. Click Download CSV.

A CSV file will begin to download with all of the desired data.

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Quick Export

Modules with a Quick Export simply download all records in the module. This does not open the ability to customize the export with the export wizard.

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