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Export your Data

Saasu provides ways for you to get you key data out of Saasu and onto your own computer or network in a digital and human readable format. This might be for various reasons such as the following examples:

How To Export

Here's some ways to export your key data out of Saasu (note that you need to make your own assessment as to what you do and don't need to export):

Exporting Chart of Accounts

  1. View > Import or Export
  2. Click on 'Chart of accounts'
  3. You will be taken to the 'Accounts' page
  4. Make sure all accounts you wish to export are shown on the list
  5. Click on 'Export' Spreadsheet (CSV)
  6. This spreadsheet will be accessible to you offline

Exporting Contacts

  1. View > Import or Export
  2. Click on 'Contacts'
  3. You will be taken to the 'Contacts' page
  4. Make sure all contacts you wish to export are shown on the list, use the search filers to update this list
  5. Select the export format
  6. Click on 'Export'
  7. This spreadsheet will be accessible to you offline

Exporting Transactions (Sales & Purchases)

To export journal entries, see 'Saving Reports' section and in particular look at exporting General Ledger Detail report.

  1. View > Import or Export
  2. Click on 'Sales'
  3. You will be taken to the main 'Sales' page
  4. Make sure all transactions you wish to export are shown on the list, use the search filter and date range picker to update this list
  5. Change the drop-down from 'Summary Only' to 'Summary and Details (CSV)'
  6. Click on 'Export'
  7. This spreadsheet will be accessible to you offline
  8. Repeat this process from step 2., click on 'Purchases'

Exporting Payroll

You can only export payroll transactions, and not high level payroll reports from this section. See ‘Saving Reports’ section for more details.

  1. View > Payroll
  2. Filter in the date range you require, and click 'Show'
  3. Once all the data appear, click on 'Export'
  4. This spreadsheet will be accessible to you offline

Exporting Inventory Items

You can only export Item description and details, and not combo items, high level Inventory reports from this section. See 'Saving Reports' section to export Inventory reports.

  1. View > Import or Export
  2. Click on 'Inventory Items'
  3. You will be taken to the 'Items' page
  4. Make sure all Items you wish to export are shown on the list
  5. Click on 'Export' Spreadsheet (CSV)
  6. This spreadsheet will be accessible to you offline

Saving Reports

Save PDF versions of reports, or downloading reports to spreadsheets is available.

  1. Reports > select each Report as required
  2. Update filters and date ranges as required, then click on 'View Report'
  3. You will then be taken to the report
  4. There may be an option to 'Print' and 'Spreadsheet'
  5. Select 'Print' to print out or save to PDF
  6. Select 'Spreadsheet' to save report to spreadsheet