Difference between revisions of "Export Mapping"
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| + | __NOTOC__ | ||
| + | =About= | ||
| + | |||
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. | 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. | ||
| − | + | =How to Use= | |
| − | In System -> Export Tools use New - CSV Export Mapping to create a custom map | + | |
| + | |||
| + | ===Define the new custom 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 <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. | ||
| + | * 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 table names - these cannot be changed. | ||
| + | * The Destination Field Name is what you want the column headers to be in the output CSV. | ||
| + | * Field Size can be shrunk (it will truncate if necessary) but cannot be expanded. | ||
| + | * 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=== |
| − | + | Select System -> Export Tools -> <kbd>New - Export Invoice Summary</kbd> or <kbd>New - Export Superannuation</kbd> or <kbd>New - Export General Ledger Journals | |
| + | </kbd> | ||
| − | + | =Related Pages= | |
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| − | + | * [[Export Invoices]] | |
| − | + | * [[Export Pay Journals]] | |
Latest revision as of 03:16, 21 May 2020
About
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.
How to Use
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.
Navigate to System -> Export Tools and select New - CSV Export Mapping. Here select the name of an existing map to overwrite and click Edit Field Mapping.
- If the Export format is to be MYOB then make sure that 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 table names - these cannot be changed.
- The Destination Field Name is what you want the column headers to be in the output CSV.
- Field Size can be shrunk (it will truncate if necessary) but cannot be expanded.
- 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
Select System -> Export Tools -> New - Export Invoice Summary or New - Export Superannuation or New - Export General Ledger Journals
