Exports

Transfer orders export to CSV / XLSX. You can export a single TO from its detail page, or bulk export many TOs at once from the list. The column set comes from an export template you control. This page covers the bulk export flow, the two data levels, and where templates live.

On this page

• Bulk export from the list
• Line-item vs transfer-order-level
• Single-TO exports
• Export templates
• See also

Bulk export from the list

On the Transfer Orders list, tick the checkbox on any rows you want — or use the header checkbox to select the whole page — then click Export. The selection persists as you page through the list and apply filters, so you can build up a set across several pages. Clear selection resets it.

The dialog walks three steps:

1. Scope — what to include:
   • Selected — only the TOs you ticked.
   • All on this page — every TO visible on the current page.
   • All filtered — every TO matching your current filters, across all pages.
2. Data level — line-item or transfer-order-level (see below).
3. Format + template — CSV or XLSX, and which export template drives the columns. Leave it on Use default settings to use the shop default.

Bulk export produces one combined file for the whole selection.

Caution

Line-item exports fetch one TO at a time so the server is never hammered, with a progress bar as it runs. A few hundred TOs can take a minute or more — narrow the scope if you can. You can cancel mid-run; no file is downloaded if you do.

Line-item vs transfer-order-level

Data level	One row per	Use when
Line item	TO line item	Another system needs SKU, planned quantity, unit cost, product / variant, or line-level metafield data. Header fields repeat on every line.
Transfer order level	transfer order	You want a summary — TO number, status, from / to location, item count, total value, and shipping — with one row per TO. No supplier or payment fields, because a transfer order moves stock between two of your own locations.

Each data level uses its own template type, so the template picker on the format step only shows templates built for that level.

Single-TO exports

From an individual transfer order you can also generate:

• A PDF — the transfer document with header, line items, and shipment metadata. The same PDF can be attached to the destination-location notification email.
• A CSV / XLSX of that one TO’s line items.

Export templates

Templates are configured at Settings → Transfer Orders → Export. There are two sections:

• Line-item templates drive the line-item CSV / XLSX export (and the per-TO export).
• Transfer-order-level templates drive the one-row-per-TO bulk export. They are global list templates with no per-supplier assignment — TOs have no supplier.

You can save many templates per shop and pick one at export time; sensible defaults ship for both levels.

See also

• TO settings & preferences — the Export tab where templates are built.
• Settings → Data export templates — column presets across the app.
• Purchase Orders → Exports — the sibling PO export flow.

Last updated: 8 June 2026