FAQ: How do I export data from Zudello?

Zudello provides an Exports feature (Settings > Exports) that allows users with the appropriate permissions to download data from the platform, typically in CSV format.

Process:

1. Create an Export Template:

   • Navigate to Settings > Exports.
   • Go to the Templates tab.
   • Click Create Template.
   • Name: Give your template a descriptive name (e.g., "Completed AP Invoices - Last Month").
   • Module/Submodule: Select the type of data you want to export (e.g., Purchasing / Invoice).
   • Export Type: Choose CSV (for data fields) or Original Files (to download source document files as a Zip).
   • Fields (for CSV): Select the specific data columns you want included in your export file.
   • Filters (Optional): Add filters to narrow down the data included (e.g., filter by Status = Completed, Date Issued = Last Month).
   • Save Template. See Creating Export Templates.

2. Run the Export:

   • Go to the Ready Exports tab.
   • Click Run Export.
   • Select the Template you created.
   • (Optional) Adjust filters if the template allows overrides (e.g., change the date range for this specific run).
   • Click Run Export. See Running Exports.

3. Download the File:

   • The export job will run in the background. Its status will update on the Ready Exports tab (Queued > Processing > Completed or Failed).
   • Once the status is Completed, click the Download icon next to the job.
   • Your browser will download the resulting CSV file or Zip archive (for Original Files).

Key Points:

• Permissions: You need SYSTEM:EXPORT#CREATE to create templates and run exports, plus {Module}:{Submodule}#VIEW permissions for the data you are exporting.
• Data Permissions: Exports only include data that the user running the export is allowed to see based on their Data Permissions.
• Templates: Creating templates allows you to easily re-run common exports without reconfiguring fields and filters each time.

See Troubleshooting Export Failing if you encounter issues.