Getting Started
Export records to a file
What this does
Takes any set of records out of WindoorERP as a spreadsheet — for an analysis the built-in reports do not cover, for an auditor, or as the first half of a bulk update.
Steps
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01
Open the screen holding the records and switch to the ☰ (list) view.
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02
Tick the records to export — or the header checkbox for everything the current filter shows.
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03
Click ⚙ (Actions) and choose Export.
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04
Pick the format: .csv for plain data, .xlsx for a real spreadsheet.
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05
Add the fields you need to Fields to export, drag them into the order you want, and remove any you added by mistake.
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06
Click Export.
Exporting in order to re-import
Tick I want to update data (import-compatible export) and the field list narrows to what can be imported again, and the External ID of every record travels with the file. That ID is what turns a second import into an update instead of a pile of duplicates.
Save the field selection
For a report you produce every month, open the template dropdown, click New template, name it, and save with the 💾 (save) icon. Next time, pick the template and the whole field list comes back.
Common mistakes
- Exporting tens of thousands of rows in one go and hitting a timeout. Filter into smaller batches.
- Exporting without import-compatible ticked, then trying to import the file back — half the columns will not map.
- Sending a raw export outside the company without checking what is in the columns. Cost prices travel very easily.
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