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Exporting inventory products

Learn how to export your products, including information about each option within the Export modal.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Inventory > Products
 

What more do I need to use this feature?

Which Checkfront version supports this feature - classic items, classic products, or both?

  • Your account must have access to classic products (Inventory > Products), a key feature of our classic products version of Checkfront. This feature is not available for use with classic items (Inventory > Items) in our classic items version. → Learn more about products. 

 

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What is a product?

A product represents the goods, experiences, or services you offer for sale.

 

Accessing product export

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Products page showing a walking tour product list with an arrow pointing to the export button in the top right corner.

Do you need to export the Product list (Inventory > Products)? Click Export to open the Export modal and start the process!

You can export all products that are currently being displayed with the current filter settings.

 

Viewing the export modal

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Export settings window for products with options to save as inventory, select format, choose columns, rows, and export destination.

You can enter a report's name and choose the output format from the Export modal.

 

Save As

Allows you to specify the name of the export file. By default, the file name includes the name of the report. You can edit the file's name by focusing on the Save As field and entering a different name.

 

Format

Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language).

 

Save To

The report can be saved to your Computer, Email, or Google Drive.  

 

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Emailed exports are securely hosted

Emailed exports are sent as links to the files securely hosted in Google Cloud Storage.

 

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Learn more about Google Drive

For a detailed look at exporting to Google Drive, check out the following article:

 

Columns

Choose to export Visible columns or All columns. The following columns are included with each. 

  • The Visible option includes Name, SKU, Category, Unit, ID, and Status. 
  • The All option includes Name, SKU, Category, Unit, ID, Status, Weight, and Summary.

Note there is no option to select which columns to display.

 

Max Rows

Limit the maximum number of rows to export (Max Rows) or All Rows. 

 

Formatting

Use ISO Dates allows you to choose the format of dates within the export.

  • When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
  • When not selected, you see the format configured with the Date Format setting (Manage > Setup > Locale).

 

 

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