How to Export Simpro Premium Data

Overview

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

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Export

To export from Simpro Premium:

  1. Go to Utilities A screenshot of a schedule icon with a grey calendar icon and an arrow. > 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 according to information entered in any custom fields you have set up.
  6. Click Export.
  7. Click Download.

When exporting assets 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 Premium in the United States, the term 'vendor' is used instead of 'supplier'.