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 ++

1. Go to the Data Export Doctype.
2. Select the Doctype 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.

Updated on: 01/04/2023