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3.6.5 Exporting the items list to a file

Article goal​

Show how a club administrator can export the items list to a file for convenient work and integration with external accounting systems in IZI CRM.

Who this article is for​

  • Club administrator
  • Users with access rights to the “Store” section in the admin panel

What you will learn​

  • How to open and configure the items export
  • How to select fields (columns) to include in the file
  • How to include all items, even those that are out of stock
  • What to do if the file is not downloaded or fields are displayed incorrectly

Prerequisites​

Before you start, make sure that:

  • You have administrator rights with access to the “Store” section
  • Items have already been added to the system
  • Access to the admin panel is available

Step-by-step guide​

Step 1. Go to the “Store” section​

  1. Log in to the IZI CRM admin panel.
  2. Go to “Store – Items list”.
3.6.5 Exporting the items list to a file — image 1

Step 2. Start the export​

  1. On the right, click the “Export items list” button.
  2. In the window that opens, tick the fields (columns) you want to see in the file.
3.6.5 Exporting the items list to a file — image 2

Tip: Select only relevant fields so that the file remains compact and convenient for analysis.

Step 3. Include all items (if needed)​

  1. At the very bottom of the list, click “Advanced options”.
  2. Enable the toggle to include absolutely all items, even those that are currently out of stock.
3.6.5 Exporting the items list to a file — image 3

Important: Without this option, only items with stock balance >0 will be exported.

Step 4. Run the export and save the file​

  1. Click “Export”.
  2. Choose the location and file name on your computer.
  3. Open the file — it will contain the full list of items with the selected fields.
3.6.5 Exporting the items list to a file — image 4

Tip: Use the .xlsx file for importing into external accounting systems.

Common situations​

ProblemWhat to do
The file is not downloadedCheck your Internet connection; try another browser or refresh the page.
Fields are not displayedMake sure they are checked in the export window; repeat the export.
Items with zero stock are missingEnable the “Advanced options” setting to include all items.
The file opens emptyCheck the encoding (UTF-8); open it in Excel or Google Sheets.