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How to Download/Export Your Item List
How to Download/Export Your Item List

You can download/export/print your complete item list, or a custom/filtered subset from the WISK Web Portal

Nick Neale avatar
Written by Nick Neale
Updated over 3 years ago

There are a few options to download, export, or print your item list from your WISK account to an .XLS file.

You can either download the complete list of items or filter it to only include what you want to see.

  • Complete List

  • Filtered / Custom List

Complete List

To download your list of items from the WISK Web Portal:

1. Click Items > Items on the left menu bar

An arrow points at the "Items" option on the side-menu.

2. Click “Actions”, then “Items Spreadsheet”

The actions button is highlighted and has been clicked. An arrow points to the "Items Spreadsheet" option from the drop-down menu.

The spreadsheet contains all of your items and their associated data (costs, distributors, pars, etc.).

If you’re downloading your item list for the purposes of adding missing data and uploading it, please see:

Note: This file is the same one that is used for uploading items to your account, and can also be downloaded on the item import page.

Filtered / Custom List

If you want to export a subset of your items to an .XLS file, you can click the Excel icon next to the Sorting / Filtering / Grouping options.

An arrow points to the "Export" icon on the Items page.

This button exports the current contents of the item table. You can either use the pre-defined filters on the page or create your own custom view. This allows you to choose the output columns, and filter for specific items.

Some examples may include items that are:

  • Missing costs

  • From a specific category

  • Out of stock

It’s a very flexible tool that gives you full control over the items you export. You can learn more about customizing your views here.

Example

In this example, we have the “Missing Cost” filter enabled and click the Export icon.

The "Missing Cost" pre-defined filter is highlighted, and an arrow points at the "Export" icon.

The exported file only contains what was visible in the table (including columns). In this example file, it’s only showing items that are missing a cost per unit.

An example of an exported custom list.

Note: This .XLS is not in the same format as the complete item list and cannot be uploaded. If you make any updates to this file, you’ll need to paste it into the upload template first.

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