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2023-02-13T12:57:28Z

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← Older revision		Revision as of 12:57, 13 February 2023
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	== Export Data ==		== Export Data == <!--T:1-->

			<!--T:2-->
	The ''Export data'' tool collates information from Pro 9 to a text file suitable for export. The export file can then be imported into, for example, the ERP/financial system. Different systems have different requirements and this, combined with different customer needs, means that the export file always needs to be configured in each Pro 9 setup. If different [[{{Link}}Main Group\|main groups]] are used, different export files can be created. The export file can be transferred in various ways, e.g. via FTP or email.		The ''Export data'' tool collates information from Pro 9 to a text file suitable for export. The export file can then be imported into, for example, the ERP/financial system. Different systems have different requirements and this, combined with different customer needs, means that the export file always needs to be configured in each Pro 9 setup. If different [[{{Link}}Main Group\|main groups]] are used, different export files can be created. The export file can be transferred in various ways, e.g. via FTP or email.

			<!--T:3-->
	Export data is a possible way to export any type of customized report data from the system, not only ERP data.		Export data is a possible way to export any type of customized report data from the system, not only ERP data.

			<!--T:4-->
	Power Pivot and export data gives the user a flexible way to work with data from Pro 9. Please contact an Enghouse technical consultant for more information.		Power Pivot and export data gives the user a flexible way to work with data from Pro 9. Please contact an Enghouse technical consultant for more information.

			<!--T:5-->
	'''Note:''' Since there is great variation between systems, in most cases an adaption of the setup must be done by Enghouse. The ''Export data'' function is therefore a very commonly used option in Pro 9.		'''Note:''' Since there is great variation between systems, in most cases an adaption of the setup must be done by Enghouse. The ''Export data'' function is therefore a very commonly used option in Pro 9.

			<!--T:6-->
	'''Note''': It is possible to run the same export simultaneous and export more the one file at the time		'''Note''': It is possible to run the same export simultaneous and export more the one file at the time

	=== Commonly Used Exports ===		=== Commonly Used Exports === <!--T:7-->

			<!--T:8-->
	:* [[{{Link}}Export_5173\|Export period costs]]		:* [[{{Link}}Export_5173\|Export period costs]]

	=== How to - Export Data to File - Common Settings ===		=== How to - Export Data to File - Common Settings === <!--T:9-->

			<!--T:10-->
	# Click the name of the export you want to execute		# Click the name of the export you want to execute
	# Select a [[{{Link}}Main Group\|main group]]		# Select a [[{{Link}}Main Group\|main group]]
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	#:* The file is exported and saved in Pro 9		#:* The file is exported and saved in Pro 9

			<!--T:11-->
	'''Note:''' The file has been exported, not sent. Sending the file is a separate task.		'''Note:''' The file has been exported, not sent. Sending the file is a separate task.

			<!--T:12-->
	<onlyinclude>		<onlyinclude>
	=== How to - Browse Previous Export Files and Delete Exports ===		=== How to - Browse Previous Export Files and Delete Exports ===

			<!--T:13-->
	In the '''history''' tab, you can open the export file and delete a previously made export		In the '''history''' tab, you can open the export file and delete a previously made export
	:* Read more about [[{{Link}}Biller_ExportsHistory\|how to open the export file and delete a previously made export]].		:* Read more about [[{{Link}}Biller_ExportsHistory\|how to open the export file and delete a previously made export]].

	=== How to - Send Export File via FTP ===		=== How to - Send Export File via FTP === <!--T:14-->

			<!--T:15-->
	# Click on one of the exports		# Click on one of the exports
	# Click '''browse export files''' in the '''Links''' menu [[Image:Icon Links.png]]		# Click '''browse export files''' in the '''Links''' menu [[Image:Icon Links.png]]
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	#:* The file is sent		#:* The file is sent

	=== How to - Add, Edit or Delete FTP Connections ===		=== How to - Add, Edit or Delete FTP Connections === <!--T:16-->

			<!--T:17-->
	:* Read more about [[{{Link}}Biller FTPSettings\|how to manage the FTP settings]]		:* Read more about [[{{Link}}Biller FTPSettings\|how to manage the FTP settings]]
	</onlyinclude>		</onlyinclude>

	=== How to - Change an Existing Scheduled Export===		=== How to - Change an Existing Scheduled Export=== <!--T:18-->

			<!--T:19-->
	At the bottom of the list of exports, you find the '''Automatic exports''' section		At the bottom of the list of exports, you find the '''Automatic exports''' section

			<!--T:20-->
	# If needed, click '''expand''' [[Image:Icon Expand.png]] in the '''Automatic exports''' section		# If needed, click '''expand''' [[Image:Icon Expand.png]] in the '''Automatic exports''' section
	#:* A list of existing scheduled export is shown		#:* A list of existing scheduled export is shown

Toptiuser: Created page with " == Export Data == The ''Export data'' tool collates information from Pro 9 to a text file suitable for export. The export file can then be imported into, for example, the ERP/financial system. Different systems have different requirements and this, combined with different customer needs, means that the export file always needs to be configured in each Pro 9 setup. If different main groups are used, different export files can be created..."

2023-01-13T19:47:06Z

Created page with "<translate> == Export Data == The ''Export data'' tool collates information from Pro 9 to a text file suitable for export. The export file can then be imported into, for example, the ERP/financial system. Different systems have different requirements and this, combined with different customer needs, means that the export file always needs to be configured in each Pro 9 setup. If different [[{{Link}}Main Group|main groups]] are used, different export files can be created..."

New page

<translate>
== Export Data ==

The ''Export data'' tool collates information from Pro 9 to a text file suitable for export. The export file can then be imported into, for example, the ERP/financial system. Different systems have different requirements and this, combined with different customer needs, means that the export file always needs to be configured in each Pro 9 setup. If different [[{{Link}}Main Group|main groups]] are used, different export files can be created. The export file can be transferred in various ways, e.g. via FTP or email.

Export data is a possible way to export any type of customized report data from the system, not only ERP data.

Power Pivot and export data gives the user a flexible way to work with data from Pro 9. Please contact an Enghouse technical consultant for more information.

'''Note:''' Since there is great variation between systems, in most cases an adaption of the setup must be done by Enghouse. The ''Export data'' function is therefore a very commonly used option in Pro 9.

'''Note''': It is possible to run the same export simultaneous and export more the one file at the time

=== Commonly Used Exports ===

:* [[{{Link}}Export_5173|Export period costs]]

=== How to - Export Data to File - Common Settings ===

# Click the name of the export you want to execute
# Select a [[{{Link}}Main Group|main group]]
# Define an interval:
## Enter a '''start period'''
## Enter an '''end period'''
# Enter a '''file name'''
# Select an export format (excel, tab, comma, semi colon or pipe)
# Check the '''include the header row''' box if you want to include header row
# Click on '''export data'''
#:* The file is exported and saved in Pro 9

'''Note:''' The file has been exported, not sent. Sending the file is a separate task.

<onlyinclude>
=== How to - Browse Previous Export Files and Delete Exports ===

In the '''history''' tab, you can open the export file and delete a previously made export
:* Read more about [[{{Link}}Biller_ExportsHistory|how to open the export file and delete a previously made export]].

=== How to - Send Export File via FTP ===

# Click on one of the exports
# Click '''browse export files''' in the '''Links''' menu [[Image:Icon Links.png]]
# Review the file contents by clicking on '''show''' [[Image:Icon Show.png]]
# Click on '''FTP''' in the ''send with FTP'' column to the right of the file you want to send
#:* A frame with the FTP settings is shown
# Select one of the preset FTP connections in the '''choose FTP connection''' menu
#:* The address in '''server''' is automatically updated
# If you want to choose a different location for the exported file, edit the field '''path'''
# If you would like to rename the file on the remote site, enter the new name in the field '''rename the file to'''
# Click on '''send'''
#:* The file is sent

=== How to - Add, Edit or Delete FTP Connections ===

:* Read more about [[{{Link}}Biller FTPSettings|how to manage the FTP settings]]
</onlyinclude>

=== How to - Change an Existing Scheduled Export===

At the bottom of the list of exports, you find the '''Automatic exports''' section

# If needed, click '''expand''' [[Image:Icon Expand.png]] in the '''Automatic exports''' section
#:* A list of existing scheduled export is shown
# Select the scheduled export you want to change the settings for and click '''settings for export''' [[Image:Icon Edit.png]]
#:* The settings are shown
# Read more about [[{{Link}}Biller_AutoExport|how to change settings on a scheduled export]]

</translate>

[[Category:F01{{Langcat|Biller Exports}}]]

Biller Exports - Revision history

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