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Lesson 63 of 64

Stock, finance & operations

Export permitted business data and verify downloads

Choose branch scope, dataset and basic, full or custom columns before creating an export job.

Before you begin

Confirm the company and export permissions. Know the dataset needed and who may receive the output.

Step by step

  1. Open Export Data and choose all permitted branches or a specific permitted branch.
  2. Choose a dataset from the available options and review the matching-record count.
  3. Select basic, full or custom profile. For custom output, choose the intended columns and review the export summary.
  4. Create the export and inspect job history until completed. Download only a completed, available job; review failed or expired states separately.
  5. Check columns, record count and sample values against the chosen scope before sharing the file.

Check the result

The output should contain only permitted records and the columns listed in the reviewed summary.

Common question

Where is the general Import Data screen?

The current Import Data route redirects to Export Data. Use catalog registration and Bulk Update for supported product entry and edits; do not assume a general file importer.

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