Difference between revisions of "Export Mapping"

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===Define the new custom output===
 
===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.
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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  
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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.
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* 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).
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* 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.
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* 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.
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* 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.
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* 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.
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* 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.
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* If the content of a field is to be text then set the Field Delimiter to "Double Quotes" to cope with spaces.
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===
 
===Use the new custom field map===
  
To use the new map:
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Select System -> Export Tools -> <kbd>New - Export Invoice Summary,/kbd>
  
Select System -> Export Tools -> New - Export xxxx
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=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.
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* [[Export Invoices]]
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* [[Export Pay Journals]]

Revision as of 03:10, 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. [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 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,/kbd>

Related Pages