Biller Exports: Difference between revisions

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(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...")
 
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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-->


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# 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]]
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</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  

Latest revision as of 12:57, 13 February 2023

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. 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

How to - Export Data to File - Common Settings

  1. Click the name of the export you want to execute
  2. Select a main group
  3. Define an interval:
    1. Enter a start period
    2. Enter an end period
  4. Enter a file name
  5. Select an export format (excel, tab, comma, semi colon or pipe)
  6. Check the include the header row box if you want to include header row
  7. 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.


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

How to - Send Export File via FTP

  1. Click on one of the exports
  2. Click browse export files in the Links menu Icon Links.png
  3. Review the file contents by clicking on show Icon Show.png
  4. 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
  5. Select one of the preset FTP connections in the choose FTP connection menu
    • The address in server is automatically updated
  6. If you want to choose a different location for the exported file, edit the field path
  7. If you would like to rename the file on the remote site, enter the new name in the field rename the file to
  8. Click on send
    • The file is sent

How to - Add, Edit or Delete FTP Connections


How to - Change an Existing Scheduled Export

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

  1. If needed, click expand Icon Expand.png in the Automatic exports section
    • A list of existing scheduled export is shown
  2. Select the scheduled export you want to change the settings for and click settings for export Icon Edit.png
    • The settings are shown
  3. Read more about how to change settings on a scheduled export
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