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Base Registers

This page describes the 'Base Registers' Export function in the Integration module.

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The 'Base Registers' Export function in the Integration module is able to export the records from any base register except those related to Items. The 'Base Registers' Export is a practical tool for when you want to create a new Company or database that will need the exported information. If you need to export configuration information use the 'Sales Data', 'Settings' and 'System Data' Export functions, or if you need to export Item information use the 'Items Data' Export function, all in the Integration module.

This function will create a file with the appropriate format for importing into another Standard ERP Company or database, which you can do using the 'Automatic' or 'Manual file search' Import functions in the System module (described earlier in this manual). As the exported file is a text file, you can edit it as necessary using a text editor before importing it into a new Company or database, or of course you can make the necessary changes after importing.

The file will contain separate sections for each register or setting that you choose to export. You can produce an Export/Import Format report in the Technics module if you need to see the format (field order) that will be used in each section. To produce this report for a single register or setting, enter one of the following values in the Vc (View Code) field (and select the Include Blocks option for the settings marked with *):

Register or SettingVc (View Code)
AssetsAT2UnitVc
Banks (the Banks option is only visible in the 'Specify Base Registers' window when the VAT Law in the Company Info setting is set to "Finnish", "Latvian" or "Russian")BankVc
Calculation FormulaeCalcFormVc
Contact Persons (all records in the Contact register except Customers and Suppliers will be exported by this option)CUVc
Base Currency Rates (exported if you select the Currency Details option)BaseERVc
Currencies (exported if you select the Currency Details option)CurncyCodeVc
Exchange Rates (exported if you select the Currency Details option)ERVc
Base Currency (exported if you select the Currency Details option)BaseCurBlock*
Customer Accounts (in Loans module)CuAccVc
Customer CategoriesCCatVc
Contacts (only Customers in the Contact register will be exported by this option)CUVc
DepartmentsDepVc
Depreciation ModelsDprModVc
Form TemplatesDocVc
Interest TermsIRVc
N/L AccrualsAutSimPerVc
Tags/ObjectsObjVc
Tag/Object TypesOTVc
PersonsUserVc
ProjectsPRVc
Resources (includes Hotel Rooms)ResVc
Standard TextsLTxtVc
StylesStyleVc
Suppliers (only Suppliers in the Contact register will be exported by this option)CuVc
Values in TextLangNrVc

Please refer to the Exporting Settings and Registers - Index page for a list of the Export functions that you can use to export information from other settings and registers.

Depending on the modules that you are subscribing to, some of the options shown in the 'Specify Base Registers' window illustrated above may not be visible. For example, the Projects option will not be visible if you are not subscribing to the Job Costing module.

To use the 'Base Registers' Export function, you must log in as a Global User or Person whose Access Group explicitly grants full access to the Integration module. Ensure you are in the Integration module and open the 'Exports' list by clicking the [Routines] button in the Navigation Centre and the [Exports] button in the subsequent 'Routines' window. Then double-click 'Base Registers' in the 'Exports' list to open the 'Specify Base Registers' window:

Code
Range Reporting    Alpha
Use this field if you need to export a specific record or records from the registers selected below. For example, to export a particular Customer record, enter the Contact Number for that Customer here and select the Contacts option. To export a particular Form Template, enter the Form Code and select the Form Templates option.

Backup Comment
Enter a short comment describing the content of the export file (up to 40 characters are permitted). This description will be saved in the exported file so, if you use the 'Automatic' Import function in the System module to import the resulting file to another Company or database, this description will be shown in the list of importable files.

Check boxes
Tick one or more boxes to specify the registers from where records are to be exported.
Click the [Run] button to proceed, or cancel using the close box. After clicking [Run], a dialogue box will open, where you can name the export file and specify where it is to be saved.

Enter a name for the file, and click [Save] or press the Enter key. If you are exporting with the intention of importing the information into another Standard ERP database or Company using the 'Automatic' and 'Manual file search' Import routines, do not name the file with two leading minus signs/hyphens (e.g. --Data.txt). Information will not be imported from files named in this way.

A message window informs you about the progress of the export process. You can interrupt the process at any time by pressing Esc (Windows) or ⌘-Full Stop (macOS).

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