Data Export

ERPNext’s Data Export feature enables you to pull out data of any DocType into a downloadable file in CSV or Excel format.

Go to:

How to Use Data Export

1. Open Data Export
   • Go to Data Export from the search bar or menu.
2. Select DocType (Required)
   • Click on the “Select Doctype” field and select the DocType you wish to export (e.g., Customer, Item, Sales Invoice).
3. Choose File Type
   • In the “File Type” dropdown, choose:
     • CSV (Comma-Separated Values)
     • Excel (.xlsx)
4. Optional: Export Without Main Header
   • Check “Export without main header” if you don’t want column descriptions and header notes to be included in the exported file.
5. Select Fields to Export
   • Mandatory fields are shown in red.
   • You can select extra fields as required.
6. Apply Filters (Optional)
   • Add filters to restrict the export.
   • Example:Territory = Asia


This will export records where Territory is Asia.

7. Click Export
   • Click the Export button to save your file in the chosen Format.

Note: This feature is just like Data Import — you can also export child table data by choosing child table fields, and each record will be displayed separately in the export file.

Follow for more

• Go to Zikpro ERPnext Demo
• www.zikpro.com