22 Export Lists
From TrueERP wiki
Export Product List to Excel
Can you export the Product list to excel?
- To Export the Product List select File on the top Menu Bar
- Select Export Data from the drop down menu and then the Product Radio Button from the Dat Export/Import screen
- Select the File or Location you would like to Save it too.
- Name the file and select Save, The file is then saved as a CSV file
- Select the Export Button and the CSV file will load yo your selected location
- Open up Excel then go to File Open on Top Menu Bar and find the folder you have saved the ERP data file to.
- Change the file type to All Files - this is required because ERP has it's own file extension "CSV"
- Double click on the ERP CSV file, this opens in Excel the Text Import Wizard.
There are Three Steps to follow to open the data file correctly.
- Click Next - You need to change the Text Qualifier from (") to (None).
- Click Next - All columns within the Data Preview need to be Hightlighted to do this move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column.
- When all columns within the data preview have been selected, select text from the 'Column Data Format'. Click Finish.
The file will then open as an Excel spread sheet. Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left mouse click between the first and second column which will automatically open up all columns to view the full data within them
NB to generate a data file to import into ERP requires specific fields to be populated. If the generation of these files are required, please contact an ERP representative or your ERP support personel.
