You can export core data from your Booqable account to a CSV file.

The information that Booqable can export includes:

  • Orders

  • Documents

  • Customers

  • Inventory

  • Reports

Orders.

On the orders page of your Booqable account, you can filter the orders listed in your export document by pickup and return location, order status, payment status, date range, and tags.

To export orders to a CSV file:

  1. Click into the Orders page from the left sidebar and scroll down.

2. Click Export to CSV.

Documents.

On the documents page of your Booqable account, you can filter the documents summarized in your export document by sent documents, finalized documents, payment status, date range, price range, and tags.

To export documents to a CSV file:

  1. Click into the Documents page from the left sidebar and scroll down.

  2. Click Export to CSV.

Customers.

Exporting customer profile information can be useful to monitor customer growth and market reach over time.

To export customers to a CSV file:

  1. Click Customers.

  2. Click Export to CSV.

Inventory.

Exporting your inventory list can be useful for generating expenses reports and general warehouse stocktakes.

To export inventory to a CSV file:

  1. Click Inventory.

  2. Click Export to CSV.

Reports.

In Reports, you will be given the option to generate three different reports; Performance, Availability, and Pickup. Select the report you wish to export and add in your desired parameters.

You can choose to display data based on finalized documents or orders, active or deleted products, trackable or bulk products, date range, and tags.

When you have all the information you need on the screen, click Export to CSV.

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