Exporting Gemstones and Models to Excel

Modified on Mon, 06 Jan 2020 at 03:11 AM

Valigara allows exporting Products, Inventory, Orders, and Clients to Excel.

Gemstones export
Models export


Gemstones export to Excel:

  1. On the Gemstones page
    • Select gemstones for export
    • Click System action -> "Export"
  2. On the Gemstones Export page 
    • Select fields for export:

      • Click "+Add Field" to select the fields

      • Select the field in the "System fields" drop-down.

      • Rename or use preset "Field name in file" to define the column title in the resulting Excel file

      • Use drag up and down arrows  to change the order of the fields in the export file.

      • Optionally, check "Add All fields" to export all fields 

    • Export formats allow saving the combination of fields for future exports

      • To create a new export format, use "Add" in Format

      • Enter the Format title in "New Fromat Title" field

      • Click Save Format

    • Click Export button

  3. Open the resulting Export Gemstones batch and download the Excel file

    Models export to Excel:

    1. On the Models page
      • Select models for export
      • Click Export Models button
    2. On the Models Export page 
      • Choose an existing export format or create a new one.

      • To Export w/o saving Formats, use "New" in Format .

      • Check "All fields" to export all fields values or select fields for export:

        • Click "+Add Field" to select the fields.

        • Select the field in the "System fields" drop-down.

        • Rename or use preset "Field name in file".

        • Use green arrows  to change the order of the fields in the export file.

      • Save Export Format for future exports if relevant

      • Click Export button.

    3. Open the Export Models batch and download the resulting Excel file.


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