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 > Data Export
How to Use Data Export
- Go to the Data Export DocType.
- Select the DocType whose data you want to export.
- Select the file format whether CSV or Excel.
- Select the fields to export, the red ones are mandatory.
- You can also add filters to select only specific data, for example, Grand Total >= 1,000 for Sales Orders.
- Click on Export to download the file.
- Data Import