Included in: Enterprise
Accounting
Learn how Accounting fits into your Xfatora rollout.
Module
Exports
Export ERP data into clean CSVs—fast.
Exports provides a unified CSV export layer across Xfatora modules. Choose the data type (customers, invoices, stock movements, work orders, tickets, payroll, etc.) and an export period to download a structured CSV for analysis, migration, or compliance review.
Key Benefits
Export clean, structured CSVs instead of manual copy/paste
Standard date periods (this month, last 3/6/12 months, custom range)
Multi-module coverage (CRM, HR, procurement, warehouse, manufacturing, projects, support, fleet, KB, OKR)
Useful for audits, reporting pipelines, and migration projects
Consistent export format across the organization
Features & Capabilities
Comprehensive feature set designed for operational excellence
CSV exports across modules
Export data from multiple ERP domains using the same interface and consistent date rules.
CRM: customers, contacts, leads, proposals, invoices
Finance: expenses, payments
HR: employees, contracts, training allocations, payroll payslips
Procurement: vendors, orders, requests, quotations, vendor payments, purchase items
Warehouse: locations, stock levels, stock movements
Manufacturing: BOMs, components, routings, work centers, work orders, work order details, production runs
Projects: projects, tasks, time entries, milestones, checklist items
Support: tickets, ticket replies
Knowledge Base: articles, categories
OKR/Goals: goals, OKRs, key results, check-ins
Fleet: vehicles, assignments, maintenances, bookings, fuel history
Period and date filtering
Export by standard periods or custom start/end dates so the result matches operational reporting windows.
This month / last month
Last 3 / 6 / 12 months
This year / last year
All time
Custom start and stop dates
Extensible export list
The export feature list can be extended by adding additional CSV export services.
Add new export features without breaking existing exports
Consistent output handling (download as CSV)
Works well with internal analytics tooling
Governance-friendly
Exports are ideal for controlled sharing of operational data for audits and reviews.
Export only what you need by feature type and period
Keep CSV outputs aligned with internal reporting rules
Supports repeatable compliance workflows
Common Workflows
Step-by-step processes to achieve your business goals
Export invoices for a month
1
Open Exports
2
Choose export type: CRM invoices
3
Choose period: This month or Last month
4
Download CSV
5
Use the CSV for reconciliation or BI
Export warehouse movements for audit
1
Open Exports
2
Choose export type: Warehouse stock movements
3
Choose custom date range for the audit window
4
Download CSV
5
Review movement history and anomalies
Export payroll payslips for reporting
1
Open Exports
2
Choose export type: HR payroll payslips
3
Choose period: last 3/6/12 months
4
Download CSV
5
Use for payroll close reporting and cost review
Common Use Cases
Operational reporting in Excel/BI tools
Audit readiness and compliance reviews
Data migration and cleanup projects
Monthly close and reconciliation support
Cross-team KPI reporting
Built-in Reports & Analytics
CSV exports by feature type
Filtered exports by period/date range
Repeatable export packs for audits
Compliance & Implementation Resources
Practical guides to help you rollout and validate workflows.
Available in These Plans
Choose the plan that fits your business needs
Enterprise Plan
Ready to get started with Exports?
Join hundreds of businesses already using Xfatora to streamline their operations
User guide
How to use Exports
Setup checklist, key workflows, reports, and troubleshooting.
Request a Demo
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