Use Exporter to manage and configure this feature in your EQuipWeb system.

Use the Data Exporter to download your data as spreadsheet files. Export your product catalog, member list, or transaction data — useful for backups, reporting, or preparing import files for bulk updates.

When to use this: When you need to download product, member, or transaction data as a spreadsheet for review or backup.

Prerequisites

• User must have appropriate role permissions (see Access & Permissions above)

Data Exporter

📝 General Description

Unlike the Importer pages, the Data Exporter does not have an Import button. Instead, it displays a history log of all data exports performed in the system. Each row represents one export job with its status and downloadable output file. Exports are triggered from individual module pages (e.g., exporting from Product Importer, Membership Importer, etc.).

⚙️ UI Elements

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Use Exporter to manage and configure this feature in your EQuipWeb system.

10.8.1 Data Grid Columns

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Use Exporter to manage and configure this feature in your EQuipWeb system.

10.8.2 How Exports Work

Exports are not initiated from this page. Instead, you trigger exports from the individual importer pages:

1. Go to any Importer page (e.g., Product Importer, Membership Importer).

2. Select the Export Type dropdown (e.g., "Export with Blank Template" or "Export with Data").

3. Click the green Export button.

4. The export job is queued and processed in the background. 5. Come to the Data Exporter page to check the status and download the file.

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Use Exporter to manage and configure this feature in your EQuipWeb system.

10.8.3 Export Statuses

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Use Exporter to manage and configure this feature in your EQuipWeb system.

10.8.4 Common Export Use Cases

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Use Exporter to manage and configure this feature in your EQuipWeb system.

💡 Tips

[!TIP] Use "Export with Blank Template" to get the correct CSV column format before creating import files. This ensures your import file has the right headers.

[!WARNING] Large exports (100,000+ records) may take several minutes to generate. The status will show PROCESSING until complete — do not re-trigger the export or you'll create duplicate jobs.

[!NOTE] Exported data reflects the current state at the time of export. For historical snapshots, export periodically (e.g., weekly product data backups).

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Use Exporter to manage and configure this feature in your EQuipWeb system.

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

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Use Exporter to manage and configure this feature in your EQuipWeb system.

How to Export Data

1. Navigate to Data Importer & Exporter > Data Exporter from the sidebar menu.
2. Select the Data Type you want to export (e.g., Products, Members, Sales, etc.).
3. Configure any filters to narrow down the export (date range, outlet, category, etc.).
4. Select the file format (Excel/CSV) if options are available.
5. Click Export to generate and download the file.

Expected Result: An Excel/CSV file is downloaded containing the selected data based on your filters.

[!TIP] Use Data Exporter to create backups before bulk imports, or to share data with external systems and vendors.

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How to Import Data

1. Navigate to Data Importer & Exporter → Data Exporter from the sidebar menu.

2. Click Download Template to get the Excel template with correct column headers.

3. Open the template and fill in your data according to the column headers.

4. Save the completed Excel file.
5. Click Choose File and select your completed template.
6. Click Import to upload and process the file.
7. Review the validation results — fix any errors and re-upload if needed.
8. Click Confirm Import to finalize.

✅ Expected Result: Data is imported and available in the system.

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FAQ

Q: What file format should I use for import? A: Use .xlsx (Excel) format. Download the blank template from the importer page to ensure correct column structure.

Q: Can I undo an import? A: No. Imports cannot be automatically reversed. You would need to manually correct or delete the imported records.

Q: Why does my import show validation errors? A: Check the error details for each row. Common issues include: missing required fields, duplicate codes, invalid date formats, or referencing categories/departments that don't exist yet.

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Use Exporter to manage and configure this feature in your EQuipWeb system.

Troubleshooting

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Use Exporter to manage and configure this feature in your EQuipWeb system.

Related Menus

• Product Setup > Product List — imported product destination
• Membership Setup > Membership List — imported member destination
• Master Data > Supplier Setup — supplier data reference

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Use Exporter to manage and configure this feature in your EQuipWeb system.

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

Expected Result: Changes are saved successfully and reflected across the system after the next POS sync.

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Field Reference

[!NOTE] Additional fields specific to this page are documented in the sections above. The table above shows common fields present across most pages.