Data Export

 

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:

 

Home > Tools > Data Export

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.

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

 

Data Export

 

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.

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