File, Export Information
|

Clicking Export Export button will open the Export Information wizard.

File Name

  1. Enter a format and name for the Export File.

    2. Export Information Wizard File Name

    Select the Type, 'Standard (XML)' or 'CSV'. The majority of items will be exported as 'Standard (XML)', the only option available to export as a CSV type file, is the 'GL Accounts'.


    File Name - click on the File Find button File Find to take you to the Windows Explorer so you can choose a location to save the file containing the Item/s.


    Comments to include in the file - will be saved to the file and appear when you import the file to another finPOWER Connect database.


    Re-exporting - If you select a file that has been saved previously, the system will remember the Parameters that were selected and ask you if you would like to use the same Export options.

    For example, if you previously exported a Script via this process, and you use the 'File Find' File Find button to select this file, then the following message will appear:

    Export, Export Parameters

    The advantage to using this process, is that you do not need to remember which options were exported.


  2. Do you want to embed Files and Documents in the Export File?

    3. Ticking this option will not currently do anything.


  3. Comments to include in the file.

    4. Add comments as required.


  4. Click the Next Button button to move to the next page of the wizard.

Parameters

  1. Select Export Options

    2. Tick the checkboxes required to export the following:

    • Clients
    • Global Settings
    • User Preferences - this is for the Current User only
    • finPOWER Connect Cloud Settings.
  2. Select Admin libraries to export

    3. Tick the checkboxes of each of the Admin Libraries you would like to Export.

    With a complicated record type such as an Account Type that relies on sub-records, e.g. Documents, Elements and Scripts, you must ensure that all of the Documents, Elements and Scripts are included with the export file or exist in the destination database.

    Export Information Wizard Items

  3. Click the Next Button button to move to the next page of the wizard.

Select the Particular Parameters to export

  1. Enter Ranges to restrict the information to be exported.

    2. The options ticked on the previous page will determine the fields available on this page of the wizard. For example, if you ticked 'Account Types', then this Range will be available to select.

    Additionally, this page allows you to export all of the options selected or restrict to a range.


  2. Leave the field blank to select all to export, or click the Find button which will take you to a list of all the items available to choose. Click on each item to select it.

    3. Export Information Wizard Ranges

  3. Click the Export Button button to export the selections to an XML file and complete the wizard.

For more information about Ranges and options for selecting Ranges, click here for more information.

Topic last updated on 25/11/2021 3:06PM Export