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 via a request to our support department. The data will be provided to you in the form of a .csv file, which can easily be imported into Excel or other programs.
The structure of the data and our export process places some limits on the types of data that can be exported. Here is a list of the specific data records that can be exported:
- Invoices (revenue total only, no line items)
- Invoice Payments (totals only)
- Bills (expense totals only, no line items)
- Bill Payments (totals only)
These are the most common types of data we expect you may want to export. 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.