Articles on: OneHash CRM | Data Import and Export

Using Data Export

Data Export lets you export data from Doctypes 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 > Export Data

How to Use Data Export?

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

Updated on: 01/04/2023

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