Export
Export Data in Upbooks
Export data from list pages such as clients, inventory, orders, and invoices. CSV exports are ideal for ad-hoc analysis in Excel or Google Sheets, backup before migrations, and feeding downstream BI tools that do not yet use the Upbooks API.
Exporting Data from List Pages
- Go to the desired list page (e.g., clients, inventory, orders, invoices).
- Click the context menu at the top right corner.
- Select Export as CSV.
The downloaded file includes visible columns from the list view. Apply filters before exporting if you only need a subset — for example, invoices for a single month or clients in one region.
Web Version
The export feature is available on the web version of Upbooks. Large exports may take a few moments; stay on the page until the download begins. Exported files use UTF-8 encoding for international characters in names and addresses.
Mobile App
Export is also available on Android and iOS where supported. Mobile exports follow the same column layout as the list you are viewing.
API alternative
For recurring or automated exports, use the Upbooks REST API with pagination headers instead of manual CSV downloads. This keeps warehouse and analytics systems in sync without manual steps each week.