Exporting data

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Exporting data can be found under Tools / Export data When exporting data you have two options, either export a CSV file or view the result on screen.     Exported data can, for example, be used to export financial records to the accountant, or export debtors to merge emails for Easter or Christmas cards. Exporting can also be used to copy data, possibly an inventory to a new account. If you choose to export only "Fields that can be imported", an autogenerated import will match the field order. All data is exported here, including data from related tables.

Local menu for Export data

Description of buttons in the Import data pop-up menu
  1. Cancel
    • Closing the tab
  2. Transfer position
    • Here you have the option to retrieve already saved positions of the fields to be exported
  3. Save positions
    • Here you have the option to save the current positions of the fields to be exported
  4. Generate positions
    1. Here positions can be auto-generated.
      1. If you select "All fields", all the fields shown in the field list will be exported. This includes fields that in some cases come from other directories.
      2. If you select "Fields that can be imported", only fields that are in the table are exported. If you use this, it is very easy to import into another accounting system, as the positions are then the same.
  5. Filter
    • Here you have the option to define which fields to export
  6. Clear filter
    • Here you delete the created filter (from step 3)
  7. Export of
    • Export the selected table
If you want to check what is exported or what all fields in the directory contain, you can Export to screen. The content of all fields will then be displayed.