Overview
You can export your inventory records from FieldPie for reporting or for editing outside the application. You select the items you want and download them as an XLSX or CSV file. Selecting before you export keeps the file focused on exactly the records you need to work with.
Before You Start
You need access to the Inventory Management area and permission to export data. Select the items you want first so the file contains only those records.
How to Export Inventory Data
- In the left navigation menu, select Inventory Management.
- Select the items you want using the checkboxes.
- Click the export icon in the top-right corner.
- Choose XLSX or CSV as the export format.
Tips and Things to Know
- Select only the items you need to keep the export focused.
- Choose XLSX for Excel or CSV for another system.
- An export is a convenient snapshot of your inventory at a point in time.
- Editing an export and re-importing is a fast way to update many items.
Frequently Asked Questions
XLSX or CSV—XLSX to open in Excel, CSV to move the data elsewhere.
Yes. Select just the items you want with the checkboxes before exporting.
Yes. Edit the exported file and re-import it to update many items at once.