Exporting Business Data

You can export useful data from the Business -> Export Data section of your MotorDesk account, ideally formatted for importing into third-party applications like MailChimp and Xero. You can also just export data to keep on record such as a summary of your purchases and invoices.



Export Type

You'll see a drop-down menu under Export Type and this is where you can choose the data you'd like to export. Data exported for Xero or MailChimp are formatted to perfectly integrate with their software.

Customers/Lead Contacts for MailChimp
Choose this option to download a list of your contacts who's email address can be used for custom mailshots powered by MailChimp. Simply press Export Data and it will download the data for you. Only contacts and leads with marketing consent will be included in this export.

Invoices/Purchases Summaries
When selecting this option a few more drop-down menus will appear. You can select the period of time that you'd like to export the data from as well as the status of the invoices. By default they show 'paid' and 'credited' invoices but there are other options and you could even export data solely for cancelled invoices.

Invoices/Purchases for Xero
These work in the same way as the Invoices/Purchases Summaries but with some extra Xero-specific options which you can select by clicking the switch next to them.

AutoTrader Sales Insight Report
This will give you your AutoTrader sales data and the only parameters to choose are the dates between which you'd like the data. This export can be provided to your AutoTrader account manager to enable them to generate a Sales Insight Report for you.

Vehicles for Car & Classic
This provides an export of your vehicles ready for import into Car & Classic.


Past Exports

You can see a record of everything you've exported from MotorDesk here. You can also re-download anything that you've previously exported by clicking 'download' on the right-hand side of the record.


Related Documentation

Usage Guide