Difference between revisions of "Export Mapping"
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| + | =About= | ||
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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= | |
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| + | ===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 | Navigate to '''System -> Export Tools''' and select '''New - CSV Export Mapping'''. Here select | ||
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You can select different formats for the output of date files. | 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. | If the content of a field is to be text then set the Field Delimiter to Double Quotes to cope with spaces. | ||
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| + | ===Use the new custom field map=== | ||
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To use the new map: | To use the new map: | ||
Select System -> Export Tools -> New - Export xxxx | 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. | 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. | ||
Revision as of 00:33, 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
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.
Use the new custom field map
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.
