Exporting materials
Download your materials list as a CSV file for use in other tools or as a backup.
Need to analyse your raw material inventory outside the app, or keep a backup of your stock records? Exporting your materials gives you a complete snapshot of every material — quantities, costs, supplier details, and more — in a format you can open in Excel, Numbers, or Google Sheets.
In this article:
Exporting your materials
To download a list of your materials:
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Go to your Materials list page.
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In the table pagination area, click the Export icon.
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The app will generate your export file in the background. When it is ready, it will be available for download in your Notifications area.
To export specific materials only, use the Filter options on the left side of the page before clicking the export icon. Only the filtered results will be included in the download.
Downloading the CSV file
After clicking the Export icon, click the bell icon in the upper right-hand corner of the screen. This opens your Notifications tab and shows a link to download the CSV file.
Images and attachments are not included in the materials export. To keep a record of your images, download or save them directly from each individual material page.
Fields included in the materials export
The export file contains the following fields:
| ID | The ID of the material. |
| SKU | The SKU of the material. |
| Name | The name of the material. |
| Category | The category of the material. |
| Description | A description of the material. |
| BIN Location | Material physical location segmented by zone, section, and position. |
| Inventoriable | Yes or No. Inventoriable materials hold a quantity and value that increases and decreases based on stock changes. |
| Stock On Hand | The calculated quantity of stock on hand for this material. |
| Stock On Order | The calculated quantity of stock committed for this material. |
| Total Purchased | The calculated quantity of material purchased. |
| Tracking Unit | Unit of measurement used to measure this material. |
| Purchase Unit | Unit of measurement used when purchasing this material. |
| Purchase to Tracking Conversion | Convert your purchase unit to your tracking unit when increasing material stock. |
| Stock Status | Indicates whether your material is in stock or at low-stock status. |
| State | Whether the material is active or archived. |
| Unit Cost | The cost of purchasing a single unit of this material. |
| Actual Unit Cost | The weighted average actual cost per unit of this material. |
| Low Stock Limit | The quantity threshold that indicates you are running low on this material. |
| Currency | The currency in which you process purchases for this material. |
| Starting Quantity | The stock units on hand as of your account start date. |
| Starting Unit Cost | The unit cost of all stock on hand as of your account start date. |
| Preferred Vendor | The vendor where you frequently purchase this material. |
| Last Stocktake Date | The date when the material was last included in a stocktake. |
| Created At | The date and time the material was created in your account. Displayed in your account time zone. |
| Updated At | The date and time the material was last updated in your account. Displayed in your account time zone. |
Need Help?
Still have questions about exporting materials? Please get in touch and we'll be happy to help.