Export / Exporting Workspace Data from Shelf

Shelf provides multiple ways to export your asset data, giving you flexibility in managing and analyzing your inventory information. Whether you need to export your entire workspace or just a specific selection of assets, our export features help you get the data you need in CSV format.

Export Methods

1. Export Selected Assets

• Navigate to the Assets index
• Select the assets you want to export using the checkboxes
• Click the 'Export' button at the top of the asset list
• Your selected assets will be downloaded as a CSV file

2. Asset Backup (Workspace Export)

• Go to Workspace settings
• Under the 'General' tab, locate the "Download CSV" button
• Click to download a complete backup of all workspace assets

Important Note: QR codes are not included in the backup export. Due to the nature of how Shelf's QR codes work, they currently cannot be exported with assets because they have unique IDs. If you restore a backup, new QR codes will be generated for each asset. For backup restoration assistance, please contact our support team.

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3. Export Filtered Results

• Apply any filters you need in the Assets index (e.g., by category, location, tags)
• Use the 'Select all' option to select all filtered results
• Click 'Export' to download the filtered selection

What's Included in the Export

The CSV export includes comprehensive asset information:

• Asset names
• Descriptions
• Categories
• Tags
• Locations
• Valuations
• Custom fields
• Status information
• Custody details
• Activity history

Using Exported Data

The exported CSV file can be used for:

• Data backup and archiving
• Analysis in spreadsheet applications
• Importing into other systems
• Creating reports
• Audit purposes
• Bulk updates (when re-imported)

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