Data Exporter Tool User Guide

We recommend that you read our pre-work guidelines for a seamless sunset experience, followed by the step-by-step guide on the new Data Exporter Tool.

Pre-work guidelines for disconnection

Our experts have advised that you take note of these guidelines prior to exporting data out of QuickBooks Commerce.

1. Explore your options.
   July 10, 2022, is just around the corner, so understanding what options are available to you will be key. Rest assured, we’re here to help.
   
   We recommend scheduling a call with our team to discuss your next steps. You can also contact us at success@tradegecko.com or by going to Help.
   
   You can start researching other inventory & order management products on the market using tools like Capterra or GetApp. Here’s a list of ready-made searches to get you started:

   Capterra

   • Inventory Management
   • Inventory Control
   • Order Management
   • Order Entry
   • Manufacturing

   Get App

   • Inventory Management
   • Inventory Control
   • Order Management
   • Manufacturing

   We provide third-party links as a convenience and for informational purposes only. We do not endorse or approve these products and services.

2. Export your data for backup.
   We recommend exporting your data from QuickBooks Commerce to have a backup.
   Check out the data export guide.

   If you have any other questions about data exports, please reach out to our team by going to Help in QuickBooks Commerce.

3. Remove integrations and automation workflows
   Before you cancel your account, we recommend going through the following steps to uninstall your sales channels, turn off any integrations and disable Automation workflows. This will ensure that your account is fully disconnected from the other platforms that you use.

   I. Uninstall your sales channels
   Click on the My Apps tab. A list of all your integrated apps will be displayed. Choose the sales channel you wish to uninstall, and you will see a ‘Disconnect’ or ‘Uninstall’ button on the top right-hand corner of the page or the bottom of the page. Click on the button and follow steps to uninstall the channel. No data will be deleted from your sales channels during the process.
   
   II. Disconnect 3rd Party Integrations
   Follow this link to access the API applications admin. You must be logged into QuickBooks Commerce to access this page. Locate the application you want to uninstall and click the ‘Destroy’ button. Then follow the steps to remove the application.
   
   III. Turn off Commerce Automation
   Click on Sales Orders > Automation tab. A list of all your automation workflows will be displayed. Click on the toggle under the ‘Status’ column to disable any workflows that are currently enabled.

4. Cancel your account.
   To cancel your account, the primary contact will need to log in and select Settings > Plans & Billing. From there, select “Cancel Account”.
   
   Once you cancel, you’ll automatically be refunded within 10 business days.
   
   If you’re on the annual plan and have paid upfront, you can cancel anytime and will be refunded the unused portion of what you have paid in advance.
   
   If you’re on the monthly plan, you may cancel anytime and will be refunded for the remaining period of your contract until your next billing cycle or until July 10, 2022, whichever comes first. Read more about billing and refunds.

Our team has created a new Data Exporter Tool and collated a list of secondary tools available at your disposal to provide a seamless transition from our QuickBooks Commerce standalone product.

What is the Data Exporter Tool?

This is a new bulk data exporter tool that helps businesses streamline and expedite the process of exporting all data (refer below for an exhaustive list) to a .CSV file. With just a click of one button, you can create multiple exportable .CSV files.

To access the data exporter tool:

Step 1: Go to Settings > Data Exporter.

Step 2: Click on the Export Account Data button in the top right-hand corner.

Step 3: You will then get a pop-up message that the export is happening in the background. Refresh the page to see the status of the export.

Step 4: Once the status is updated to Complete, click on the export row (s), and you will see a list of the download links.

The data exporter tool allows you to create the following exports:

• Production Orders
• Bill Of Materials
• Purchase Orders
• Stock Transfers
• Stock Adjustments
• Fulfillments
• Invoices
• Orders
• Relationships
• Products

Summary List of Exporter Tools

We have also collated a list of secondary exporter tools available within QuickBooks Commerce for you to use as per your needs.