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:
- Select specific orders to export by checking the box to the left of the Order Number
- 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.
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