1. Introduction to Excel exports

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Introduction

This article introduces the Excel export functionality in TRAEDE. Most lists — including products, customers, orders, and invoices — can be exported as spreadsheets. This gives you flexible control over your data and makes it easy to analyze or share externally.

 

 

You can export data directly from most list views in TRAEDE using the Export spreadsheet button.

Step-by-step instructions

  1. Navigate to the list you want to export from (e.g. Products, Customers, Orders).

  2. Click the Export spreadsheet button in the top right corner.

  3. A pop-up will appear where you can:

    • Choose which fields/columns to include.

    • Use drag-and-drop to change column order.

    • Select predefined or custom fields.


Export levels: full list, filtered, or selected rows

You can export:

  • All results in the current tab (e.g. all active products)

  • Filtered results based on a search or tab selection

  • Specific items you’ve manually selected using checkboxes

The export window will show how many items you're about to export.


Order exports: header or line-item details

When exporting orders, you have two options:

  1. Order-level export: One row per order, including general order details.

  2. Include products: Adds line-item (product) details, with one row per product variant in the order.

To include products:

  • Check Include products in the export popup.

  • TRAEDE will automatically add product-level fields (e.g. SKU, quantity).


Export file options

  • Single file: All data in one Excel sheet.

  • File per order: Generates a ZIP file with separate Excel sheets per order.

You can select this under the “File per order” checkbox in the export pop-up.


TRAEDE’s export functionality gives you full flexibility to get the data you need — from full product lists to detailed order breakdowns. In upcoming guides, we’ll explore how to save export templates for repeated use.

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