Revelup data export Instructions

Customers

1. login to the account using credentials that are shared and navigate to Dashboard.

2. In dashboard, click on the “CRM” submenu on top.

3. On the CRM page, Click on the “Export/Import” submenu.

4. On the export/import page, select the option “Show All Customers“ and click “Export” button.

5. This will download the file with customer details in xlsx file.

Products

1. Login to the account using credentials that are shared and navigate to Dashboard.

2. In dashboard, click on the “Product“ submenu on top.

3. In the Product page, Click on the “Export/Import” submenu.

4. On the export/import page, select the option “advanced” in export type radio option and in “Auto Field” dropdown select sku and click export button.

5. When it asks for confirmation, Click on “Yes”, this will download the products file in xlsx format.

Inventory

1. Login to the account using credentials that are shared and navigate to Dashboard.

2. In dashboard, click on the “Inventory“ submenu on top.

3. In the “products”, in filter items dropdown, select option “All” and in Additional Columns dropdown, select options “Actual columns“, “Recieve Columns“, “Forcasting Columns“ and “Damage Columns“ and click the button “Export”.

4. A popup will open which asks for a mail to send the file to, use “import@pinogy.com” to recieve the file and click the “Continue” button.

5. A xlsx file will be sent to import@pinogy.com within few minutes.

Sales

order history upto a year can be exported from reports but couldn’t find transaction details.

Store Credit

1. Login to the account using credentials that are shared and navigate to Dashboard.

2. In dashboard, click on the “Reports“ submenu on top.

3. hover over “Other Reports” and click on “Store Credit” submenu available.

4. Click on the button with “…” symbol and click on print report button.