Are you an interior designer looking for a project management tool? Schedule Demo!
Home / Productivity  / Exporting Your Data From Studio Webware

Exporting Your Data From Studio Webware

Transitioning from Studio Webware? We recommend that you save copies of your accounting records and start fresh with Ivy. Here are instructions on how to export historical data so you can keep a hard record of key documents you want to save.


 

Clients/Projects

  1. Login to Studio Webware
  2. Access Reports
  3. Select “Address”
  4. Select Address Type as “Client”
  5. Select “Export”
  6. Download the excel

 

Vendors

  1. Login to Studio Webware
  2. Access Reports
  3. Select “Address”
  4. Select Address Type as “Vendor”
  5. Select “Export”
  6. Download the excel

 

Proposals

  1. Login to Studio Webware
  2. Access Reports
  3. Select “Proposals”
  4. Don’t select a particular Client/Project so you export all
  5. Select the date range
  6. Select “Export”
  7. Download the excel

 

Invoices

  1. Login to Studio Webware
  2. Access Reports
  3. Select “Invoices”
  4. Don’t select a particular Client/Project so you export all
  5. Select the date range
  6. Select “Export”
  7. Download the excel

 

Purchase Orders

  1. Login to Studio Webware
  2. Access Reports
  3. Select “Orders”
  4. Select the date range
  5. Select “Export”
  6. Download the excel

 

Project Worksheets

  1. Login to Studio Webware
  2. Access Reports
  3. Select “Project Worksheets”
  4. Select the date range
  5. Select “Export”
  6. Download the excel

 


 

Have questions about Ivy? Shoot us an email at support@ivymark.com. To set up a complimentary demo, schedule a time here.

hi darling,
let's keep in touch.
Sign up for the latest
interior designer happenings.