If you want to export some or all of the costs in your Cost Admin database In , the costs of the products, materials or recurring expenses that you typically use while working on a job can be stored in the Cost Admin database (at > Settings > Costs). When you are working on an estimate, quote or job you can quickly access a cost from the database, simply by typing its name in the description field (on the cost information screen). , you can export those costs in a generic CSV Comma Separated Value. A type of text file that you can use to import data into from other applications. You can also export data from data tables into CSV format. file format.
Consider exporting your Cost Admin database to CSV as a backup copy in case you need to restore or update your stored costs information at any time.
The exported CSV file contains the unique record identifiers (UUIDs) that you need to be able to import updated information to the Cost Admin database.
To export costs for individual (or all) suppliers:
- On the toolbar click
> Costs > Export.
- In the Supplier drop-down list, do one of the following:
- select the supplier name to export costs for that supplier alone
- select All to export costs for all suppliers.
- Export. The CSV file containing the exported cost information is downloaded to your computer.
A CSV file is created even if no costs are exported (the file contains only the column headings).