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TidyBuild

Bulk Imports

Learn how to import data in bulk to your Tidy account

Purchasing

Learn how to complete purchasing tasks within your Tidy account

Projects

Learn how to complete projects within your Tidy account

Sales and Pricing

Learn how to manage sales and pricing within your Tidy account

Inventory

Learn how to manage your inventory in your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyBuild Guides

How to bulk export data

This guide explains how to bulk export data. Tidy can bulk export data such as customers, suppliers, materials, material prices, batches and users. This can be used to edit data in bulk.

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Step 1.

Go to Global Settings. Click Import/Export.

Select the tab you wish to export.

Step 2.

Under the Export section, click Export all _____ Records.

Step 3.

This will download the data as a CSV file.  

To use this to bulk update data, edit the data in the file. Then re-upload the file under Import.

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