Exporting Products and Services
You can download your products list as a file that opens in Excel in two ways: from Export in the products list, or from Backup. The file is in CSV format and includes the product details, prices and stock balance.
| Exporting from the products list | Backup | |
|---|---|---|
| What is exported | Only the products you select. | All products, without selecting them. |
| Who can do it | Users with the Edit & Delete All Products permission. | The account owner only. |
| Format | CSV or XML. | CSV or XML. |
Note: Both methods are available on active paid subscriptions only.
Method 1: Export from the products list
- Open Products & Services.
- Select the products you want to export using the checkboxes, or select all.
- From the bulk actions menu, choose Export.
- In Backup Format, choose CSV, and leave Select Delimiter on Comma Separated ( , ).
- Click Download. The file downloads to your device directly.
Note: Only the products you selected are exported. To export all products at once without selecting them, use the backup.
Method 2: Backup
- Open the backup page from the link, or from Account Information, then Download Backup.
- In Select Modules to Download Backup for:, select Products only.
- In Backup Format, choose CSV, and leave the delimiter on the comma.
- If you have more than one branch, choose the branch, or leave it empty to export the products of all branches.
- Click Download.
Note: If you select only products, one file downloads with a name like Backup_Products_[account number]_[date].csv. If you select more than one module, the files download compressed in a zip file. If you don’t select any module, the system exports all data.
What does the products file contain?
Product code, barcode, name, description, selling price, discount, minimum selling price, brand, category, supplier, type, unit template, taxes, status and custom fields. With the Inventory app, it also includes the purchase price, total stock balance, average cost, low stock threshold and profit margin. Column names appear in English, such as ProductCode, Name and StockBalance.
Note: The stock balance in the file is the product’s total balance across all warehouses. The file doesn’t include each warehouse’s balance separately, or price lists.
Notes
- If the message Sorry, This feature is available for premium accounts only, You need to upgrade your account appears, exporting isn’t available on the free plan.
- If the Export option doesn’t appear in the bulk actions, you need the Edit & Delete All Products permission.
- Open the CSV file directly in Excel; it supports Arabic, and you can save it as xlsx from inside Excel.