How to Export Your Inventory

You can export several folders or even single items in your inventory via CSV/Excel, PDF, or Dropbox using the web version of Sortly. 

Export Types Available

CSV Export

Exporting from a Folder:

  1. Select the items or folders that you want to export. Click on Export.mceclip0.png
  2. Choose the Spreadsheet option and click Nextmceclip1.png
  3. Choose which fields you want to be included in the export and click Nextmceclip2.png
  4. Your export will be downloaded to your device.

Exporting from Multiple Folders:

  1. Navigate to Advanced Search and choose the folders and items you want to Export.mceclip0.png
  2. Choose the Spreadsheet option and click Nextmceclip1.png
  3. Choose which fields you want to be included in the export and click Nextmceclip2.png
  4. Your export will be downloaded to your device.

Exporting from the Inventory Summary Report

  1. Navigate to the Inventory Summary Report and click Export:mceclip1.png
  2. Choose the CSV option (default) or the Excel option and click Export:mceclip2.png
  3. Your export will be downloaded to your device.

 

Excel Export

Exporting from a Folder (.xlsx)

  1. Select the items or folders that you want to export. Click on Export.mceclip0.png
  2. Choose the Spreadsheet option and click Nextmceclip1.png
  3. Toggle the Export as .xlsx (Excel) button to on. Choose which fields you want to be included in the export and click Export.mceclip3.png
  4. Your export will be downloaded to your device.

Exporting from Multiple Folders (.xlsx)

  1. Navigate to Advanced Search and choose the folders and items you want to Export.mceclip0.png
  2. Choose the Spreadsheet option and click Nextmceclip1.png
  3. Toggle the Export as .xlsx (Excel) button to on. Choose which fields you want included in the export and click Export.mceclip3.png
  4. Your export will be downloaded to your device.

PDF Export

Exporting from Multiple Folders

  1. Navigate to Advanced Search and choose the folders and items you want to Export.mceclip0.png
  2. Choose the PDF option and click Next
  3. Choose which fields you want to be included in the export and click Next
  4. Your export will be downloaded to your device.

Album Type

  1. Select the items or folders that you want to export. Click on Export.mceclip0.png
  2. Choose the Page(s) option, Album type, and click Nextmceclip4.png
  3. From there, choose if you want to include a Title Page, Summary Page, and Labels. Select the fields you want to export and click Export. mceclip6.png
  4. Your PDF will be downloaded to your device.

Compact Type

  1. Select the items or folders that you want to export. Click on Export.mceclip0.png
  2. Choose the Page(s) option, Compact type, and click Nextmceclip7.png
  3. From there, choose if you want to include a Title Page, Summary Page, or Labels and if you want to Exclude Photos. Select the fields you want to export and click Export. mceclip8.png
  4. Your PDF will be downloaded to your device.

List Type

  1. Select the items or folders that you want to export. Click on Export.mceclip0.png
  2. Choose the Page(s) option, List type, and click Nextmceclip9.png
  3. From there, choose if you want to include a Title Page, Summary Page, and Labels. Select the fields you want to export and click Export. mceclip10.png
  4. Your PDF will be downloaded to your device.

Dropbox Export

  1. Select the items or folders that you want to export. Click on Export.mceclip0.png
  2. Choose the Integrations option and click Next. (If this is your first time doing this export type, you will be prompted to connect Sortly to your Dropbox account. If you've already connected, click Next.)mceclip11.png
  3. Choose if you want to include CSV data and click Export.mceclip12.png
  4. Your data will be exported to your Dropbox account and you will see this confirmation messagemceclip13.png
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