Follow these easy steps to download your item lists and their information in CSV format using the mobile app.
How to export an item list in CSV
Step 1: Tap the graph icon.
Tap the graph icon located at the top-right corner of the screen.
Step 2: Tap the export icon.
Tap the export icon (arrow at the top-right) to begin the export process.
Step 3: Select a time period.
Select a time period to define the range of your report.
Step 4: Set export options.
Under Options, ensure that 'Item' is selected.
Step 5: Export the report.
Tap 'Export data to CSV' to download the customer report as a CSV file or send the report directly to your email.
Common FAQs on how to export an item list in CSV
Q: Can I choose or pre-select specific data fields to include in my item export?
A: No, customization of export fields is not currently supported. All item details entered will be included in the exported report.
Q: Where is the exported file saved?
A: When you tap ‘Export data to CSV’, the file will either:
Be directly downloaded to your device, or
It will be sent to your email, depending on the option you select.
Q: Can I export other data types, such as customer or invoice information?
A: Yes. The export feature allows you to choose from various data types, including Customer and Invoice reports.
Q: Is the export feature available on all platforms?
A: The item export feature is currently available on the Bookipi Invoice mobile app for both Android and iOS. It is not yet available on the web version. If you'd like to see this functionality on the web, we encourage you to submit a request via our [feature request page].
Discover more tutorials for Bookipi Invoice on the mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Find more tips on how to get the most out of Bookipi Invoice with our mobile app guides.