Exporting data
Every list in Sliptree — customers, products, invoices, estimates — supports exporting to CSV. There are two ways to trigger an export, depending on whether you want a whole filtered segment or only a hand-picked subset.
Export from the list-level button
Click Export CSV above the list. The export uses your current search and filters — so to export "every customer in Germany" or "every overdue invoice this year", apply the filters first, then click Export CSV.
This is the right choice when the rows you want share a clean filter.
Export from a row selection
Tick the checkboxes at the start of individual rows. A bulk action bar appears at the top of the table with an Export CSV option that includes only the rows you ticked.
If your selection needs to span more than the current page, tick a few rows first, then click Select all rows from all pages in the bulk action bar — that expands the selection to every row in the filtered list, not just the page you're on.
This is the right choice when the rows you want don't share a clean filter — you've cherry-picked them by hand.
See also
The output format and column list depend on the record type. For specifics, see the per-resource guides: