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Exporting records from Zudello

Getting your data out of Zudello in the right format is crucial for your analysis and reporting. This guide explains how to create and manage custom exports for your transaction, relationship, and dimension data.

Best practices​

To ensure efficient and effective use of exports:

  • Only add necessary fields to keep exports fast and manageable
  • Use filters when exporting from submodules with a large number of records
  • Avoid running the same export repeatedly in quick succession
  • Use clear, descriptive names when creating export templates

Required permissions​

To view and run exports, you need the following permissions:

  • System Export View
  • System Export Create
  • Export Template List
  • Export Template View
  • Export Template Visible
  • Export for each relevant submodule or dimension
    • E.g. Purchasing Purchase Orders Export

To update and delete export templates, you also need the following permission:

  • Export Template Update
  • Export Template Delete

Contact your organisation administrator to check or modify your permissions.

Accessing exports​

  1. Click the company menu at the top right of your screen.
  2. Click Settings.
  3. Click Exports.

In the exports section, you find:

  • Templates
    • Your team's saved export templates
  • Ready exports: Previously generated export files.

To view only the export files that you have generated, turn on the Show mine only toggle.

Managing export templates​

Creating an export for original files​

  1. Click Build export template.
  2. Enter a template name.
  3. Choose your export type:
    • Click Download all to export everything.
    • Click Download selected to export specific items.
  4. If downloading selected items:
    • Select from the Modules drop-down.
    • Select from the Submodules drop-down.
  5. To add filters:
    • Click Add.
    • Select from the Select field drop-down.
    • Select from the Operator drop-down.
    • Enter the value to filter on.
    • Repeat steps a-d for any additional filters.
  6. Click Save.

Creating a CSV export​

  1. Click Build export template.
  2. Enter a template name.
  3. Select from the Modules drop-down.
  4. Select from the Submodules drop-down.
  5. Add your desired fields:
    • Click Add.
    • Search or scroll to find fields.
    • Select the checkbox next to each field you want to include.
  6. To add filters:
    • Click Add.
    • Select from the Select field drop-down.
    • Select from the Operator drop-down.
    • Enter the value to filter on.
    • Repeat steps a-d for any additional filters.
  7. Click Save.

Editing a template​

  1. Find the template in your templates list.
  2. Click Edit template.
  3. Make your desired changes.
  4. Click Save.

Exporting data​

Running an export​

  1. Find the template in your templates list.
  2. Click the play icon.
  3. Adjust any filters if needed.
  4. Click Start.
  5. Wait for the "Export queued" message.

Accessing export results​

  1. Click the refresh icon to update the list of ready exports.
  2. Monitor the export status.
  3. Once completed:
    • Click the download icon to download the export file.
    • Click Delete export to delete the export file.

Need help?​

Contact your organisation administrator or Zudello support for assistance with exports and data management.