Can I export my data?

Short answer:

Yes! You can export all your quotes, invoices and customer data

Slightly longer answer:

You can export your customers, quotes and invoices from YourTradeBase into a CSV format.

You can then open these CSV files in a spreadsheet, or import them into an accounts package/other software.

Exporting your data into a CSV file

Here’s how to export your data:

  1. Visit the quotes, invoices or customers sections from the main navigation.
  2. Filter by the type of data you want to export:
    • For quotes: select from recent, draft or sent. You can also select accepted or declined quotes, along with the timeframe you wish to export.
    • For invoices: select from recent, draft or sent. You can also select overdue, paid or cancelled invoices, along with the timeframe you wish to export.
    • For customers: select recent, all or filter your customers by letter
  3. Click ‘Export to CSV’ at the bottom of the page. Whatever paperwork or customers are displayed on the screen will be downloaded to a CSV file. The download should start in your browser automatically.

export-to-csv

Last updated: 16th November 2014

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