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Exporting inventory products

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

 

Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.


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, new or both?

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

 

Accessing product export

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Products Export Icon

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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Products Export Modal

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.  

 

Note

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

 

Learn More

Learn more about exporting to Google Drive here:

 

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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