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  4. How to Export Data to CSV

How to Export Data to CSV

You can export your data from Flowlu to CSV, so that you don't have to copy the data manually.

Display only those columns that you want to export. You can change the columns settings by clicking on the "gear" button.

Please note that you need to be an Administrator in order to have access to the download button
. For example, you won't be able to export tasks if you don't have Admin access rights to the Task module.

To export data, go to the appropriate section (module) and click Export where applicable. At the moment, you can export the list of projects (not project pages with details), transactions, record lists, companies and contacts, the list of invoices and estimates, products and services, timesheet, tasks (Reports > Tasks > All Tasks) and financial reports (Reports > Finance > Profit & Loss and Cash flow).

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