Data in and out
Your data, in and out.
RouteFlow moves data with CSV files. It has no API. Below is exactly what you can bring in and take out.
14 days free. No card needed.
CSV files inYou import them
RouteFlowYour orders, bills, and stock
CSV files outYou download them
- What you can import. Customers, products, stock, invoices, payments, and expenses.
- Preview first. Customers and products show a preview of what will be created, updated, or skipped. The other four run when you import them.
- Check the preview. An import from this screen can’t be undone after you run it. A product import through Migration can be undone for 24 hours, unless a product is already on an order.
- Your invoice numbers. Set the next number, and your numbering carries on.
The details
Getting data out.
What you can download, what’s in it, and what you can’t.
What can I download?
| Data | What you get |
|---|---|
| Customers | A CSV with business name, contact, email, phone, type, status, open balance, and credits. |
| Products | A CSV of your catalog, with prices, cost, stock, and sales. You get up to 50,000 rows. |
| Stock history | A CSV of your stock movements, up to 50,000 rows. |
| Payments | A CSV with payment number, date, customer, invoice, method, reference, and amount. |
| Orders | A CSV with one row per order: number, customer, item count, total, status, and dates. There are no line items. You get 1,000 rows at a time. |
| Invoices | A CSV with one row per invoice: number, customer, dates, total, balance due, and status. There are no line items. You get 1,000 rows at a time. |
| One invoice | A PDF. You download them one at a time. |
| Analytics | Many analytics cards have a button to download their numbers as a CSV. |
What can’t I download in bulk?
- Suppliers
- Supplier bills
- Credit notes
- Estimates
- Returns
- Routes
- Delivery photos
There’s no button to export everything at once.
What if I leave?
Cancel from your account. Only admins can. It takes effect at the end of the billing period.
Download what you need before then, using the table above.
What does it connect to?
RouteFlow doesn’t connect to:
- QuickBooks, Xero, or Zoho
- EDI
- A carrier
You move data with CSV files.
Is there an API?
No. There’s no API, and there are no webhooks you set up.
Not sure whether that matters for you? Email us.