Handshake Sunset: Data Export How-To Guide

This document will walk you through the steps to successfully export your existing data from Handshake. If you have any additional question or concerns, please reach out to support@handshake.com. 

PRODUCT DATA:

• Navigate to the Bulk Import/Export page in the Setup menu, and click the Export button on the right-side of the Products tile.

CUSTOMER DATA:

• Navigate to the Bulk Import/Export page in the Setup menu, and click the Export button on the right-side of the Customers tile.

• If you have Customer records with multiple Ship-Tos, you will need to perform an additional export by clicking the Export button on the right-side of the Ship-Tos tile.

ORDER DATA:    

• From the Orders page you have a few options to select the orders you’d like to export: 

1. Select specific orders to export by checking the box to the left of the Order Number 
   
   
2. Check the box at the top-left corner of the Orders list to select all orders on the page. *Please note, if you have multiple pages of orders, you’ll need to do this on each page. 
   

• Once you’ve selected the Orders you’d like to export, click on the Bulk Actions drop down and select Export to CSV.

INVENTORY DATA:

• Navigate to the Bulk Import/Export page in the Setup menu, scroll down to the middle of the page and click the Export button on the right-side of the Stock Units tile.
  

IMAGES 

• Navigate to the Bulk Import/Export page in the Setup menu, and click the Export button on the right-side of the Images tile.