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Export Data | User Guide | Zoho Inventory
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class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a 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href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-import-export.html">Importing & Exporting purchases</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-receive.html">Purchase Receives</a> </li> <li > <a href="/inventory/help/purchase-orders/bills.html">Bills</a> </li> <li > <a href="/inventory/help/purchase-orders/other-actions.html">More Actions</a> </li> </ul> 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class="sub-menu-trigger" href="javascript:;">Migration Guide</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/migration/migration-general.html">General Migration</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">What's New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What's New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="exporting-data">Exporting Data</h1> <p>You can now save all data from your Zoho Inventory modules to your computer by exporting them. In Zoho Inventory, you can聽<strong>export all the data</strong> in a particular module or聽<strong>create your own聽Export聽Template</strong> to export specific data.聽</p> <p>With the Export Template feature you can:</p> <ul> <li>Select the fields you want to export.</li> <li>Re-order and re-name the fields according to your preferences.</li> </ul> <blockquote> <p><strong>Scenario:</strong>聽Steve is a member of the sales team in his organization. He generates various reports regarding the organization’s performance and shares them聽periodically with the members of the management. Steve selects the specific fields he would like to export to generate a sales report or exports all data to his computer, based on his requirements.聽</p> </blockquote> <p>In this document, you’ll learn how to:</p> <ul> <li>create and apply an export template.</li> <li>add password protection to your export files.</li> <li>export batch details.</li> </ul> <p>To create an export template:聽</p> <ul> <li> <p>Navigate to a specific module from the side bar.</p> </li> <li> <p>Click the <strong>hamburger icon</strong> from the top right corner and select聽<strong>Export</strong> from the drop-down.聽</p> <p><img src="/inventory/help/images/import-export/export-menu.png" alt="export-invoices"></p> </li> <li> <p>Select the聽<strong>Module</strong>聽for which you would like to export data.</p> <p><img src="/inventory/help/images/import-export/export-popup.png" alt="export-popup"></p> </li> <li> <p>Filter the transactions you wish to export by selecting one of the following options:</p> <ul> <li><strong>All</strong>: Export all transactions of the selected module.聽</li> <li><strong>Custom</strong>: Set a custom date range and export the transactions that falls within this date range. <img src="/inventory/help/images/import-export/export-filter.png" alt="export-period"></li> </ul> </li> <li> <p>Click the drop-down under聽<strong>Fields in Export File</strong>聽to select a template (<strong>Note:</strong> If you don’t select an export template, all data fields will be exported for the specified period).聽</p> </li> <li> <p>Select a template from the list of export templates聽you鈥檝e聽created or create a new template by clicking聽the聽<strong>+ Add New</strong>聽option.</p> <p><img src="/inventory/help/images/import-export/export-new-template.png" alt="export-fields"></p> </li> <li> <p>Enter an appropriate name for the new template聽you鈥檙e聽creating.</p> <p><img src="/inventory/help/images/import-export/export-template-select.png" alt="export-new-template"></p> </li> <li> <p>Click聽<strong>Add a New Field</strong>聽and select the required fields from the dropdown.聽</p> </li> <li> <p>Click the聽<strong>Remove</strong> icon聽on the right side of the field聽to remove any unnecessary fields.</p> </li> <li> <p>Drag the <strong>Reorder</strong> icon聽in the left side of the field聽to rearrange the fields.</p> </li> <li> <p>Click聽<strong>Save</strong> to continue.</p> </li> <li> <p>Select a format in which聽you want聽to export聽the聽data:聽<strong>CSV</strong>聽(Comma Separated Value), <strong>XLS</strong>聽(Microsoft Excel 1997 - 2004) or <strong>XLSX</strong> (Microsoft Excel).</p> </li> <li> <p>If required, you can add a password protection to your export files that contain sensitive data. Enter a secure password in the password field. This is applicable only for .CSV and .XLSX type files.</p> <p><img src="/inventory/help/images/import-export/export-pwd-protection.png" alt="export password protection"></p> </li> <li> <p>If you have Advance Inventory Tracking in your organization, then you can export <strong>Serial Numbers</strong> and <strong>Batch Numbers</strong> associated with the transactions. Currently this option is available for Items, Invoices, Bills, Item Adjustments and Transfer Orders module.</p> </li> <li> <p>Click聽<strong>Export</strong>.</p> </li> </ul> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for?</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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