Export

How to Export simPRO Data

Overview

Export simPRO data into a CSV or text file to manage and analyse data from different areas of your business.

You need to have the applicable security group permissions enabled to export.

To export from simPRO:

  1. Go to Utilities > Export.
  2. In the Exports menu to the left, click the area of data you wish to export.
  3. Under Export Type, select:
    • Comma Separated Values (CSV) to export your data into a CSV spreadsheet.
    • Tab Delimited to export your data into a text file.
  4. Adjust the export options as required.
  5. You can filter which customers, suppliers, employees, and contractors Enterprise Only according to information entered in any custom fields you have set up.
  6. Click Export.
  7. Click Download.

When exporting assets Enterprise Only or plant and equipment, a blue link to the export file appear. To download the file, right-click the link, click Save Target As / Save Link As, then save the file.

US only: If you use simPRO in the United States, the term 'vendor' is used instead of 'supplier'.