Customized Export Options
It would be a great improvement to the export feature to have the ability to customize what information is exported into Excel depending on the type of export.
More specifically, I use the export feature in Purchase Orders and each time I generate a new export, I have to manually delete and rearrange columns before submitting my Excel sheets to vendors. It seems like a relatively inconsequential issue, but would make exports much more efficient.
Similarly, we export customer data annually and again have to manually remove irrelevant columns from the export sheet.
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2 comments
Hey @smeszaros,
For customised exports, we'd recommend building solutions with our API to accomplish this.
Here below contains information for authenticating and for pulling purchase order data:
If you haven't programmed before I would recommend looking at this document here:
Kind Regards,
Adrian Samuel
Integrations & Solutions Developer - Strategic Solutions
Lightspeed HQ
Hi @smeszaros
If you're still looking for an easier way of getting your Lightspeed data into Excel (or any reporting tool) check this out: https://www.synchub.io/lightspeed-to-excel-connector
Simple platform that does the syncing for you.
– Bryce