helpwith.salesorder.com
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      • T -6: System Settings
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      • Company ⛭
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      • Credit Controls⛭
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      • Sales Quote ⛭
      • Sales Order ⛭
      • Sales Invoice ⛭
      • Customer Credit Note ⛭
      • Cash Sale ⛭
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      • Shipment ⛭
      • Customer Refund ⛭
      • Delivery Notes ⛭
      • RMA ⛭
      • Pick List ⛭
      • Supplier ⛭
      • Purchase Quote ⛭
      • Purchase Order ⛭
      • Item Receipt ⛭
      • Cash Purchase ⛭
      • Bills ⛭
      • Payment to Suppliers ⛭
      • Supplier Credit Notes ⛭
      • Supplier Refunds ⛭
      • 1099 Categories ⛭
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        • Two Factor Authentication
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    • EasyPost ⛭
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    • Web to Lead
    • Import data templates
    • Exporting Data
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  • Trade Acceleration Portal 2.0
    • TAP Users
      • Customers
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        • Configure barcode order entry
        • Get your Inventory List from QuickBooks
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      • Content Management System (CMS)
  • Trade Acceleration Portal 1.0
    • Configure barcode order entry
    • Get your Inventory List from QuickBooks
  • Customization
  • Volume Automation
  • EDI
    • EDI integration via XML
  • REST API
  • Schema Documents
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  1. Setup

Exporting Data

PreviousImport data templatesNextYour Account

Last updated 10 months ago

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Salesorder.com allows you to export all your data into a set of TXT files. These files are grouped together and downloaded as a single .ZIP file in order to reduce data size.

There are a number of reasons that you may want to download your data:

  • You want to export the data into Microsoft Excel so that it can be analyzed and manipulated

  • You want to take a backup of your data

  • You want to upload your data into another system

Whichever reason is applicable to you the same basic mechanism is used to export the data:

To Export Data

From the Explorer go to Setup > Export Data. This displays the Export Data page.

By default the Export Data Page downloads all data, however, you can selectively download data by clicking on the appropriate checkboxes. When you have decided which data you wish to download simply click on the 'Export data' button.

Important: Depending on the amount of data in your system, exporting data may several minutes or even longer.

When the data files have been produced they will be emailed to the email address specified and you will receive a confirmation message to this effect:

Once you have received the email you can download the ZIP files and then open them from the file list. The files will contain a set of TXT files as specified in the initial Export Data selection. You can then extract these files and import them into Microsoft Excel as required.

The Export Data Page