How do I Export Master Data?

In order to export a customer, employee or supplier data from Autopilot, you will need to access Master Data.

To access Master Data Management follow the link below How to Access Master Data Management?

Export

Export
  • Click on the list you wish to import.
Employee List
Supplier List
Customer List
  • The List will appear as shown above.
  • Click on Export

Download Data List

Download Data List
  • A dialog box will appear for you to download an excel document of the list you want to download.
  • Click on Download File, to download the list.
  • The file will be downloaded to your computer under the Downloads Folder

 Click on Cancel if you do not wish to download that file.