Export data
The records in the Database hold a great amount of data, from basic contact information, to more complex (for example, Accounting or Inventory information).
Sometimes we need to export data from DeliPal into Excel tables - to proceed with some further actions.
From the Main Dashboard, let’s choose a module.
For testing purposes, we’ll use the Contacts module.
Open the Contacts module and switch to List View:
You can find the button on the right side of the screen.
Now, we have a more detailed overview of our records.
Select the checkbox next to a Contact’s name. Go to the Action button and choose what Action you wish to perform on the contacts you just selected.
We’ll click Export, to go through some of the Export options. A menu with more options will appear.
Next, we must select our file type, between XLSX and CSV. This time let’s select CSV
We will also notice the option "I want to update data". Select the checkbox if you’d like to import your data back into the system, after the export. This will make your file import-compatible.
On the left side of the menu, we’ll see all the fields available for export.
The right side of the menu shows us the options that are already selected to Export.
These fields appear automatically, based on the module you export data from. However, any fields can be deleted or added.
Click the "+" sign next to a record (on the left side), to add it to the export.
After selecting all the required for export fields, we can click on the Export button (found at the bottom of the Export menu). The Excel sheet in XSLX format or the CSV file will start downloading to your device.
Now, all your data is neatly organized into a table that you can access and modify at any time.