Copying Files Around (Exporting/Downloading)

We do lots of backups already on your behalf all the time so it is not really necessary to export data for data protection reasons alone, but sometimes people want to have their own copies for other reasons. This page explains how.

The best way to archive your data would be to export the essential entities in your file from Saasu. They are General Ledger, Contacts, Accounts and Inventory Items.

Exporting Data

1. Choose Reports from the Main Menu.
2. From the Reports screen filter for Export reports.
3. Follow each link and create an export file as you feel necessary for you circumstances. Each report has an export to CSV option for doing this.

Exporting Transactions

1. The functionality for exporting applies for sales, purchases and other transactions. In fact, anywhere you can see the export icon.
   
2. For example, you can click on the Sales List then select the criteria you want to view, they at the top of the screen click select all and all the transactions will be selected.
3. Then click export, and save the file it is that easy.

Need More?

You might also be interested in -

• Data Protection & Backups
• Individual exporting of some other data - something we are progressively developing based on client demand.
  Tell us if you want some other exporting capabilities and we will put it in the queue.
• Bulk exporting all your data in one click - something we are developing for 2008.
  Tell us if you want this earlier.
• Want to develop something special for your needs?
• SaaSBay.com
• SaaSEcosystem.com
• Becoming a developer or using/developing one of our connectors (API)
• Becoming a partner or engaging one of our existing partners