Data export Praxis Kasse Desk

On the Data Export page, you download appointments, customers, products/services, invoices, and the cash data protocol as an Excel or CSV file.

Note: This article covers the central export page. Exporting directly from the customer list is covered in Export customer list. For accounting data, use the Accounting Export module; for a full data backup, use the Backup module.

Where do I find data export?

Open the settings and click Data Export. The page lists the available data sets you can export individually.

Export appointments

1. Choose the year.
2. Choose the period: Full year, a quarter, or a single month.
3. Choose the format: Microsoft Excel (.xls) or Comma-Separated (.csv).
4. Click Download.

Export customers

1. Select the customer groups you want to export. Use All to select every group at once, or No group for customers without a group.
2. Choose the format: Microsoft Excel (.xls) or Comma-Separated (.csv).
3. Click Download.

Export products/services

1. Choose the type: Products & services, Products only, or Services only.
2. Choose the format.
3. Click Download.

Export invoices, fee notes, and receipts

1. Choose the document type: Invoices, Receipts, or – if your Fee notes module is active – Fee notes.
2. Choose the position type.
3. Choose the year and the period.
4. Choose the format.
5. Click Download.

Export the cash data protocol

1. Choose the year.
2. Choose the period.
3. Choose the format.
4. Click Download.

Permissions

• The data export page itself requires a read permission for export.
• Exporting customers also requires an export permission for customers.
• Exporting products/services requires an export permission for products.
• Exporting invoices requires a permission for the invoice journal.