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Exporting Your Data

Last Updated: Jun 20, 2017 12:25PM PDT

Whether you’re using Tailwind to manage a brokerage or a trucking company, the data you enter into the system is a key asset for your business. Customer information, Vendor records, Dispatches and Invoice history – all the information you have kept up to date in order to keep Tailwind running smoothly, and all the records that Tailwind has generated on your behalf. And sometimes, you need to be able to retrieve that data, to use outside the confines of our software – for whatever reason.

To facilitate this, we provide the ability to export most of your data. The data will be provided to you in the form of a .csv file, which can easily be imported into Excel or other programs.

Please note that Data Export is only available to Administrator-level user accounts.

To export your data, begin by navigating to the Configuration page via the [GEAR ICON] at the top right of the page. Clicking on 'Configuration' will bring up the main configuration page, where you should see a 'Data Export' option on the right side of the menu. (If you do not see this option, it may be because your account is not set as an Administrator.)

Once on the Data Exports page, you should see a list of records available for export. Clicking on any of these links will download a .csv file containing the data in question.

The structure of the data and our export process places some limits on the types of data that can be exported. If there are other records or data you would like to export, please let our support department know; if it is possible to export the data, they will be happy to do so.

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