Vendor Exports

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to export vendor data to CSV (Excel), and provides detailed descriptions of how MaintainX exports data.

Export Vendor Data

1. From the sidebar, select Reporting.

2. In the Reporting module, go to the Export Data tab.

3. Select Vendors.

4. In the Export Vendor List section, set the following options:

   Option	Description
   Export Format	Select CSV (Excel).
   Columns	Select the columns to include in the export file. For more details about each column, see List of Vendor Export Columns.

5. Do one of the following:

   • Select Schedule to export the data on a regular schedule. For details, see Scheduled Data Exports.
   • Select Export to export the data right away. MaintainX saves the exported file to the download center, and a download notification appears.

6. If you selected Export in the previous step, from the download notification you can do any of the following:

   • Download the exported file.
   • Select View in Download Center to open the download center. The exported file appears in the Export Request History section.

List of Vendor Export Columns

MaintainX exports one line per vendor contact. For a given vendor, the exported CSV file might contain multiple lines where vendor specific information like ID and Description is the same, but contact specific information like Contact Name and Role is different.

Column	Description
ID	The vendor’s unique identification number in the MaintainX organization.
Vendor	The name of the vendor.
Description	The description of the vendor.
Contact Name	The name of the vendor's contact.
Role	The role linked to the vendor’s contact.
Email	The email address of the vendor’s contact.
Phone Number	The phone number of the vendor’s contact.
Phone Ext.	The phone extension of the vendor’s contact.
Assets	The assets associated with the vendor.
Parts	The parts associated with the vendor.
Locations	The locations associated with the vendor.
Country	The country where the vendor is located.
Website	The URL to the vendor’s website.
Thumbnail	The internal URL to the thumbnail associated with the vendor. Only users logged in to MaintainX can access a vendor’s thumbnail with this URL.
Attachments	The internal URL to the attachments associated with the vendor. Only users logged in to MaintainX can access a vendor’s attachments with this URL.