Export Mapping - Revision history

Pinvoicer: /* Use the new custom field map */

2020-05-21T03:16:39Z

Use the new custom field map

Pinvoicer: /* How to Use */

2020-05-21T03:13:29Z

How to Use

Pinvoicer: /* Define the new custom output */

2020-05-21T03:12:49Z

Define the new custom output

Pinvoicer at 03:12, 21 May 2020

2020-05-21T03:12:34Z

Pinvoicer at 03:10, 21 May 2020

2020-05-21T03:10:50Z

Pinvoicer at 03:10, 21 May 2020

2020-05-21T03:10:01Z

Pinvoicer at 00:33, 21 May 2020

2020-05-21T00:33:06Z

Pinvoicer: Created page with "PinvoiceR provides a standard method to Export Pay Journals or Export Invoices. In both cases the format of the output fixed. If a different format output is required..."

2020-05-21T00:27:38Z

Created page with "PinvoiceR provides a standard method to Export Pay Journals or Export Invoices. In both cases the format of the output fixed. If a different format output is required..."

New page

PinvoiceR provides a standard method to [[Export Pay Journals]] or [[Export Invoices]]. In both cases the format of the output fixed. If a different format output is required then you can set up and use a custom export map.

Export Maps
In System -> Export Tools use New - CSV Export Mapping to create a custom map file and then use New - Export xxxx to use it.

===To create a new map===

Navigate to '''System -> Export Tools''' and select '''New - CSV Export Mapping'''. Here select

Select the name of an existing map to overwrite.
Edit Field Mapping (note that Upload Export Map is used where you have created a map elsewhere and want to copy it into this system).
If the Export format is to be MYOB then make sure than Blank Header Rows = 1.
Select the fields to include and the order they will appear left-to-right in the CSV. Make sure that the order is consecutive, i.e. leave no gaps.
The Description column lists internal database able names - these cannot be changed.
The Destination Field Name is what you want the column headers to be in the output CSV. Do not use spaces.
Field Size can be shrunk (it will truncate if necessary) but cannot be expanded.
You can select different formats for the output of date files.
If the content of a field is to be text then set the Field Delimiter to Double Quotes to cope with spaces.
To use the new map:

Select System -> Export Tools -> New - Export xxxx
because the System - Export Tools - Export Invoices does not look at the exported status of the invoice, it just loads everything where the new export only load invoices that are waiting to be exported.

@@ Line 24: / Line 24: @@
 ===Use the new custom field map===
-Select System -> Export Tools -> <kbd>New - Export Invoice Summary</kbd>
+Select System -> Export Tools -> <kbd>New - Export Invoice Summary</kbd> or <kbd>New - Export Superannuation</kbd> or <kbd>New - Export General Ledger Journals
 =Related Pages=

← Older revision		Revision as of 03:13, 21 May 2020
Line 13:		Line 13:
	Navigate to '''System -> Export Tools''' and select <kbd>New - CSV Export Mapping</kbd>. Here select the name of an existing map to overwrite and click <kbd>Edit Field Mapping</kbd>.		Navigate to '''System -> Export Tools''' and select <kbd>New - CSV Export Mapping</kbd>. Here select the name of an existing map to overwrite and click <kbd>Edit Field Mapping</kbd>.

−	~~[Note that <kbd>Upload Export Map</kbd> is used where you have created a map elsewhere and want to copy it into this system].~~

	* If the Export format is to be MYOB then make sure that Blank Header Rows = 1.		* If the Export format is to be MYOB then make sure that Blank Header Rows = 1.

@@ Line 12: / Line 12: @@
 Navigate to '''System -> Export Tools''' and select <kbd>New - CSV Export Mapping</kbd>. Here select the name of an existing map to overwrite and click <kbd>Edit Field Mapping</kbd>.
 [Note that <kbd>Upload Export Map</kbd> is used where you have created a map elsewhere and want to copy it into this system].
@@ Line 21: / Line 22: @@
 * You can select different formats for the output of date fields.
 * If the content of a field is to be text then set the Field Delimiter to "Double Quotes" to cope with spaces.
 ===Use the new custom field map===

@@ Line 11: / Line 11: @@
 In '''System -> Export Tools''' use <kbd>New - CSV Export Mapping</kbd> to create a custom definition (field map) of the fields to be output.
-Navigate to '''System -> Export Tools''' and select <kbd>New - CSV Export Mapping</kbd>. Here select the name of an existing map to overwrite and click <kbd>Edit Field Mapping</kbd>. [note that <kbd>Upload Export Map</kbd> is used where you have created a map elsewhere and want to copy it into this system].
+Navigate to '''System -> Export Tools''' and select <kbd>New - CSV Export Mapping</kbd>. Here select the name of an existing map to overwrite and click <kbd>Edit Field Mapping</kbd>.
 * If the Export format is to be MYOB then make sure that Blank Header Rows = 1.
@@ Line 24: / Line 25: @@
 ===Use the new custom field map===
-Select System -> Export Tools -> <kbd>New - Export Invoice Summary,/kbd>
+Select System -> Export Tools -> <kbd>New - Export Invoice Summary</kbd>
 =Related Pages=

← Older revision		Revision as of 03:10, 21 May 2020
Line 1:		Line 1:
		+	__NOTOC__
	=About=		=About=

@@ Line 8: / Line 8: @@
 ===Define the new custom output===
-In '''System -> Export Tools''' use '''New - CSV Export Mapping''' to create a custom definition (field map) of the fields to be output.
+In '''System -> Export Tools''' use <kbd>New - CSV Export Mapping</kbd> to create a custom definition (field map) of the fields to be output.
-Navigate to '''System -> Export Tools''' and select '''New - CSV Export Mapping'''. Here select
+Navigate to '''System -> Export Tools''' and select <kbd>New - CSV Export Mapping</kbd>. Here select the name of an existing map to overwrite and click <kbd>Edit Field Mapping</kbd>. [note that <kbd>Upload Export Map</kbd> is used where you have created a map elsewhere and want to copy it into this system].
-Select the name of an existing map to overwrite.
+* If the Export format is to be MYOB then make sure that Blank Header Rows = 1.
-Edit Field Mapping (note that Upload Export Map is used where you have created a map elsewhere and want to copy it into this system).
+* Select the fields to include and the order they will appear left-to-right in the CSV. Make sure that the order is consecutive, i.e. leave no gaps.
-If the Export format is to be MYOB then make sure than Blank Header Rows = 1.
+* The Description column lists internal database table names - these cannot be changed.
-Select the fields to include and the order they will appear left-to-right in the CSV. Make sure that the order is consecutive, i.e. leave no gaps.
+* The Destination Field Name is what you want the column headers to be in the output CSV.
-The Description column lists internal database able names - these cannot be changed.
+* Field Size can be shrunk (it will truncate if necessary) but cannot be expanded.
-The Destination Field Name is what you want the column headers to be in the output CSV. Do not use spaces.
+* You can select different formats for the output of date fields.
-Field Size can be shrunk (it will truncate if necessary) but cannot be expanded.
+* If the content of a field is to be text then set the Field Delimiter to "Double Quotes" to cope with spaces.
 ===Use the new custom field map===
-To use the new map:
+Select System -> Export Tools -> <kbd>New - Export Invoice Summary,/kbd>
-Select System -> Export Tools -> New - Export xxxx
+=Related Pages=
-because the System - Export Tools - Export Invoices does not look at the exported status of the invoice, it just loads everything where the new export only load invoices that are waiting to be exported.

@@ Line 1: / Line 1: @@
 PinvoiceR provides a standard method to [[Export Pay Journals]] or [[Export Invoices]]. In both cases the format of the output fixed. If a different format output is required then you can set up and use a custom export map.
-Export Maps
+=How to Use=
-In System -> Export Tools use New - CSV Export Mapping to create a custom map file and then use New - Export xxxx to use it.
-===To create a new map===
+In '''System -> Export Tools''' use '''New - CSV Export Mapping''' to create a custom definition (field map) of the fields to be output.
 Navigate to '''System -> Export Tools''' and select '''New - CSV Export Mapping'''. Here select
@@ Line 17: / Line 21: @@
 You can select different formats for the output of date files.
 If the content of a field is to be text then set the Field Delimiter to Double Quotes to cope with spaces.
 To use the new map:
 Select System -> Export Tools -> New - Export xxxx
 because the System - Export Tools - Export Invoices does not look at the exported status of the invoice, it just loads everything where the new export only load invoices that are waiting to be exported.