How to Export Data from Loyverse Account

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You can export data in CSV format from the Loyverse account at the Back office. There are such data to export: items, customers, receipts, reports. If you use Advance Inventory, there are also reports to download as CSV and various documents that you can download one by one as PDF or CSV files.

Exporting Items List

Go to the ‘Item list’ at the Back Office.

the ‘Item list’ at the Back Office

Click on the ‘Export’ button.

the ‘Export’ button

The system will download the CSV file with all items to your device.
Note: There are no images in the exported file and no possibilities to export them.

Exporting Customers List

Go to the 'Customers' menu at the Back Office.

 the 'Customers' menu at the Back Office

Click on the ‘Export’ button.

the ‘Export’ button

The system will download the CSV file with all customers to your device.

Exporting Receipts List

Go to the ‘Receipts’ section in the ‘Reports’ menu at the Back Office.

the ‘Reports’ menu at the Back Office

Select the period for which you wish to export receipts. If you want to export all receipts from your account, select the period from the first to the last day of your activity as well as ‘All day,’ ‘All stores’, and ‘All employees’ in the filter settings.

period filter

Click on the ‘Export’ button.

the ‘Export’ button

Select the exporting type: ‘Receipts’ or ‘Receipts by item’. The ‘Receipts by item’ give a detailed view of each item at the ticket, such as price, discounts, taxes applied to it.

exporting type

The CSV file with receipts will be download to your device.

Exporting Reports

Each report at the Loyverse Back office has an export functionality. You can export reports: ‘Sales summery’, ‘Sales by item’, ‘Sales by category’, ‘Sales by employee’, ‘Sales by payment type’, ‘Sales by modifier’, ‘Discounts’, ‘Taxes’ and ‘Shifts’.

Go to the needed section in the ‘Reports’ menu at the Back Office.

the ‘Reports’ menu at the Back Office

Select the period for which you wish to export the report. If you want to export the report for the whole period, select the period from the first to the last day of your activity in Loyverse, as well as ‘All day’, ‘All stores’, and ‘All employees’ in the filter settings.
Click on the ‘Export’ button.

filters and Export button

The system will download the CSV file with the report to your device.

Exporting Reports and Documents of the Advanced Inventory

If you use Advance Inventory, there are also Inventory history and Inventory valuation reports that you can download as CSV files by clicking on the ‘Export’ button.

‘Export’ button in the Advanced Inventory reports

If you use Advance Inventory, there are various documents, such as Purchase orders, Transfer orders, Stock adjustments, Inventory counts, Productions that you can download one by one as PDF or CSV files.
You have to open each document and click on the ‘More’ drop-down menu.

the ‘More’ menu in the Advanced Inventory Document

There are operations available with the document in the ‘More’ menu: ‘Save as PDF’, ‘Save as CSV’.

the ‘More’ drop-down menu


Note: The best way to open your CSV file in Google Sheets, but you can also use other tools, such as LibreOffice Calc or OpenOffice Calc and Excel.

 

See also:

Exporting and Importing Items

Importing and Exporting Customers

Receipts Section in the Reports in the Back Office

Sales Summary Report in the Back Office