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 an order's third party id
- Go to the Orders menu in the Sales sidebar and click Orders.
- To quickly find the order, click the search icon and type the name of the client that places the order.
- Select the order(s) to export in the Bamboo ID column.
- 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 an order's products 3PIDs
- Go to the Orders menu from the Sales sidebar and click Orders.
- Click the search icon and type the name of the client that placed the order.
- Click the order's Bamboo ID in the Bamboo ID column.
- 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.