Export Data in Excel/CSV

To export any data from a Doctype to Export/CSV format, follow these instructions. Currently, Data Import is required for this:

  1. Open your instance's Data Export page.

  2. Decide on the Document Type. Accounts for the Chart of Accounts, each Item, and the File Type (Excel/CSV) are included.

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3.Choose the list of fields you want to export.

4.You can export data based on certain criteria by clicking Add Filter.

  1. When you are prepared, select Export.

Your entire data will be exported in Excel form. You can open the file and verify that the values are valid (say accounts).