Exporting Master Data (CSV)

Preparing Your Foundation 

Master data, such as your client and supplier lists, can be exported manually at any time via the standard CSV format.
 

Common Export Categories:

• Clients: Name, site address, and contact details.
   
• Suppliers: Full vendor contact lists.
   
• Inventory Items: Current stock and equipment lists.
   
• Price Books: Service and parts pricing schemas.

Associated Links:

• How do I export data from Work?