Exporting data from Storeganise
Each section of the Storeganise system has a dedicated export function, including:
- Invoices
- Users
- Unit types
- Units
- Unit rentals
- and more
Data will be exported in CSV format. You can choose which data points to include in your export. This allows you to tailor the exported file to your specific needs.
To prepare and export a CSV file, first navigate to the desired section in the Management Portal, such as your units list. Then, click on the 3-dots menu button then select Export.
This will open a window where you can select the data points you want to include in the exported file. This includes other applicable categories such as rental info, and any custom fields you may have.
After you have selected your data points, simply click the Export button to generate the CSV file. The system will prepare the file and present a green Click to download button once the file is ready.
Note: The application and settings you use to open the CSV file can impact how the data is shown.