Documentation Home »User Guide »Getting Started with UI »Common Actions »Export
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You can export customer data (accounts, contacts, customers, customer users, business customers), sales data (leads, opportunities, prices in the price list, products), taxes (rates, rules), warehouse and inventory information (inventory levels,

You might need to export entity (e.g. price) information and download it as a .csv file to reuse it in the third-party systems. Another scenario for using export is when you plan bulk data update that is easily automated in the spreadsheet software (e.g. raise the price by 20%).

To export the entity records (e.g. prices) in a .csv format:

  1. Navigate to the entity grid (e.g. Sales > Price Lists) in the main menu .

    The following screen opens.

  2. Click Export.

    After the following notification, you will receive an email with the link to download the .csv file.

  3. Open the email and click the Download link.

    The file is automatically downloaded.

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