Orders can be exported in an excel or CSV file and imported to other third-party platforms making it possible to use Bamboo Sales with other traceability platforms.
Before you begin
Third Party IDs (3PIDs) must be added before they can be exported.
Export orders 3PIDs
- Go to the Orders menu from the Sales sidebar and click Orders.
- Click Filters and select the filters to apply to the order(s).
- Select the order(s) to export.
- Click the Export 3PID dropdown.
- Select Export One File Per Order (XLSX), Export One File Per Order (CSV), Export One File Per Order And Brand (XLSX), or Export One File Per Order And Brand (CSV).
Selecting Export One File Per Order (XLSX) will export an excel file of the selected order(s).
Selecting Export One File Per Order (CSV) will export a CSV file of the selected order(s).
Selecting Export One File Per Order And Brand (XLSX) will export an excel file of the selected order(s) and brand with the ordered products split by brand.
Selecting Export One File Per Order And Brand (CSV) will export a CSV file of the selected order(s) and brand with the ordered products split by brand.
Export product 3PIDs
- Go to the Orders menu from the Sales sidebar and click Orders.
- Click Search and type the name of the client that placed the order.
- Click the order's Bamboo ID.
- Click Export 3PID in the Ordered Products section.
- Select Export As One File (XLSX), Export As One File (CSV), Export One File Per Brand (XLSX), or Export one File Per Brand (CSV).
Selecting Export As One File (XLSX) will export an excel file of all ordered products.
Selecting Export As One File (CSV) will export a CSV file of all ordered products.
Selecting Export One File Per Brand (XLSX) will export an excel file of each brand ordered with the products split by brand.
Selecting Export One File Per Brand (CSV) will export a CSV file of each brand ordered with the products split by brand.