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Overview

Do you know how to export and import the Customer List?

• Select File from top menu bar
• Export
• Export Data
• An Export Options screen appears
• Select Clients
• Select Export
• Save file (this will be saved as a pdi file)

• Select the Export Button and the file will be ready to open in Excel

• Open up Excel then go to File Open on Top Menu Bar and find the folder you have saved the ERP data file to

(this could be your desktop)

• Change the file type to all files (this is required because ERP has it's own file extension, '*.pdi')
• Double click on the ERP data 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. (The Process to do this is 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 in Excel
• 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

Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the generation of these files are required, please contact an ERP representative or your ERP support personel.

*If you use Open Office.orgCalc follow these instrustions:

• Select File from the top menu bar then export Data, (this brings up a list of Export Options)
• Choose the file to Export, then select the file folder button.
• Save to Desktop, name the file and it will be saved as a pdi file, then select Save
• Select the Export Button, wait for process to finish then deminish ERP

• Open up Open Office.orgCalc - deminish so you can access the file saved on your desktop
• Click on file then drag and drop file into the new open office document.
• All columns within the Data Preview need to be hightlighted. (The Process to do this is 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. Choose Text from the Column type drop down menu.

• Click OK
• The file will then open up for viewing and making changes

Make any changes required then save the file: Select keep current format when message appears.

• To import back into ERP, open ERP
• Select File then Import, Import Data from the top menu bar
• Select the file name from the yellow file button
• Double click on file
• Click import and the file with the changes will be imported into ERP