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Export Your Data from POM (Excel/CSV)

Everything important exports to spreadsheet/CSV. Where to pull each thing:

  • Customer list: Customers page export — or build a custom report if you need specific columns like service start/end dates.
  • Billing / invoicing data: Billing and Invoicing pages export the completed services data.
  • Inventory: Inventory > Export Inventory for all items and data to be exported
  • Employee hours: time clock records export for your pay period.

Exports are spreadsheet-format. 

Getting Data In (or Moving Platforms)

See Importing/Exporting Customers — and if you're migrating from another platform, email your exported files to files@poolofficemanager.com and we'll import them.