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Data Export

Exporting data from SmartWMS

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Data Export

SmartWMS allows you to export data in various formats for external analysis or record-keeping.

Export Formats

FormatUse Case
Excel (.xlsx)Spreadsheet analysis
CSVData import to other systems
PDFPrintable reports
JSONAPI/developer use

Exporting Reports

From any report:

  • Generate report
  • Click Export
  • Select format
  • Download file

Bulk Data Export

Export large datasets:

  • Go to Configuration → Data Export
  • Select data type:
- Products - Inventory - Orders - Transactions
  • Set filters (date range, etc.)
  • Choose format
  • Start export
Note: Large exports run in background. You'll receive notification when complete.

Scheduled Exports

Automate regular exports:

  • Configure export
  • Click Schedule
  • Set frequency
  • Choose delivery:
- Email attachment - SFTP upload - Cloud storage (S3, Azure)

Export Fields

Customize exported columns:

  • Click Select Fields
  • Check desired columns
  • Reorder as needed
  • Save selection

Data Filters

Limit exported data:

By Date:
  • Created date
  • Modified date
  • Transaction date
By Status:
  • Active only
  • All records
  • Specific status
By Entity:
  • Specific warehouse
  • Category
  • Supplier/Customer

Export History

View past exports:

  • Go to Configuration → Data Export
  • Click History
  • See all exports with:
- Date/time - Format - Record count - Download link (30 days)

API Export

For automated exports:

GET /api/v1/products/export?format=csv
Authorization: Bearer YOUR_API_KEY

See API Documentation for details.

Data Privacy

When exporting:

  • Respect data retention policies
  • Encrypt sensitive exports
  • Secure file transfers
  • Delete exports when no longer needed

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