Exporting data
Your CSV exports are a quick way to get your account data into a spreadsheet for further analysis, reporting, or record-keeping.
On most of your list pages, you will find an Export icon at the top and bottom of the table pagination area of the page.
Clicking the Export icon generates a CSV file that you can open in any spreadsheet program, including Microsoft Excel, Apple Numbers, and Google Sheets.
The download will use any search or filter currently applied. If you only want to export a specific category, make sure you have applied the filter before clicking the Export icon. To download all of your records, ensure no filters or searches are applied first.
After clicking the Export icon, click the bell icon on the upper right-hand side of the screen to open your notifications tab. This will provide a link to download the CSV file when it is ready.
Exports are capped at 10,000 rows in total, not per page. If a list has more records than that, the export stops once it reaches the limit, and the file will be missing the remaining rows with no warning that anything was left out. Filtering or narrowing your search before exporting (as above) is the only way to keep the full result under the cap today.
Available exports
The following exports are available in the app. Each article lists the columns included in that export.
- Exporting contacts
- Export purchases
- Exporting materials
- Exporting manufactures
- Exporting orders
- Exporting products
FAQ
How do I dismiss all notifications for generated export files?
To dismiss all report notifications:
- Click the Notification bell in the top right corner of Stocksmith. This will take you to the Notifications page.
- Click the Dismiss All button to clear all notifications at once.
Need more help?
Got a question or something that does not look right? Reach out to us at help@craftybase.com, and we will be happy to help.