Take your data anywhere, by exporting in spreadsheet format.
Please note: To export data from Upsales you need the permission Can export data. An administrator turns it on for each user under Settings → Account → Users & roles (see How to create Users and Roles in Upsales).
This article covers:
- How to open a report
- How to open a list
- How to export information
- How to create a template for exporting
How to open a report
Before exporting, set up the report you want to use:
- Click the Analytics tab:
- Select or configure the dashboard to export:
- You can use filters to customise your report
- Click a value in a widget to open its details, then click the export button at the top (for example Export orders). The button is shown only for widgets whose data can be exported. You then choose the fields to include in the export.
How to open a list
You can export a list of sales orders or any other Sales & CRM list in Upsales.
- Click Sales & CRM:
- Click the dropdown for the list you want to export:
- Use the filters to refine the data for export
How to export information
You can either export everything, or choose specific rows:
- To export everything, click the Export icon:
- To choose specific rows, tick the box on the relevant row (the top box selects all):
- This opens a list of options, including Export:
- You can now choose the fields to include in the export
Choosing fields to export
- To remove a column click X:
- To rearrange a column click and drag a field:
- Click a field to add, or click Select all fields:
- Click Export or toggle to export order rows:
- You'll get a notification when the export is ready:
There is no limit on the total number of rows you can export. Each Excel file holds a limited number of rows, and a larger export is split into several numbered files (ending in part_1, part_2 and so on). The more columns you export, the fewer rows fit in one file: 60,000 rows with 10 columns, 30,000 with 20 and 10,000 with 60. With Export order rows selected, each file holds a third of that.
How to create a template for exporting
You can save configured exports as templates, to use again and save time. You can save up to 15 templates for each type of export.
- Organise and choose the columns for the export template, and click Save template:
- Enter a name for the export template and click Save:
- A dropdown appears, showing your saved template and any others saved previously:
- You can click the dropdown to switch between saving the new template and updating an existing template:
- To change template names, hover over the template name and click the edit icon: