From the Pickware Admin, you can export a lot of data as a CSV file, for example for analyses, to pass on to service providers or to transfer into another system. The exports are separated by data type. There is no combined export for all data in a single file.
Products, customers and orders
You export master data such as products, customers and orders via the import/export module:
Navigate to Settings → Shop → Import/Export and switch to the Export tab.
Select the appropriate profile, for example Default profile Customer, Default profile Product or Default profile Orders.
Start the export. Once it has finished, you can download the CSV file.
The profile determines which columns a file contains. If you need other fields, you can duplicate a default profile in the Profiles tab and adjust the mappings in the duplicate.
If you want to export orders with their payment method, for example, duplicate the Default profile Orders and add the column transactions.paymentMethod.technicalName in the duplicate.
Exporting tags
In the product profile, tags are exported only as IDs, not as names. If you need the tag names, use the product export in Shopify. You export all products with a specific tag by filtering the stock overview by that tag and then exporting.
Pickware data such as stock and suppliers
You export data that Pickware manages itself directly in the respective areas of the Pickware Admin. This includes, among others:
Stock per product, warehouse or bin location
Suppliers and product supplier mappings
Supplier orders, purchase lists and goods receipts
Bin locations, batches and stocktakes
Product sets
Reports from the Picking Dashboard
You will then find all of these exports under Settings → Shop → Import/Export (Pickware). There you can download the files again at any time. To find out how to export your stock overview, for example, see What information can I find in the stock overview?
Documents and accounting data
You export invoices and other documents via the DATEV export. With the DATEV document export, you receive the booking data in DATEV format and can additionally download the associated documents as a ZIP file. There is no freely structured CSV file with document data. You can find out more in How do I perform a DATEV document export?
You can also export customer master data in DATEV format, for example if you work with individual debtor accounts.
Opening and editing CSV files
For what to keep in mind when opening and editing the files in a spreadsheet program, see Tips for working with CSV files.