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Settings

This page describes the 'Settings' Export function in the Integration module.

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The 'Settings' Export function in the Integration module is able to export basic configuration information from various settings. It is a practical tool for when you want to create a new Company that will use the same basic accounts structure as your existing ones. If you need to export information from base registers (e.g. Contacts, Tags/Objects) use the 'Base Registers' Export function, or if you need to export Item information use the 'Items Data' Export function, both in the Integration module. The 'System Data' and 'Sales Data' Export functions will also export some basic configuration information.

This function will create a file with the appropriate format for importing in to a new Company or database, which you can do using the 'Automatic' or 'Manual file search' Import functions in the System module. 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 setting. 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 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/SettingVc (View Code)
Base Currency BaseCurBlock*
Company Date and Numeric Format SysFormatBlock*
Languages LangBlock*
Locking DBLockBlock*
Reporting Periods PeriodBlock*
Round Off RoundBlock*
Sub-ledger Control Accounts SLAccBlock*
Payment Modes PMBlock*
Credit Limit CreditLimitBlock*
Freight FreightBlock*
Freight/Weight Calculation FreightWeightBlock*
Account Usage S/L and Account Usage StockAccBlock*
VAT Codes VATCodeBlock*

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.

To use the 'Settings' 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 'Settings' in the 'Exports' list to open the 'Specify Settings' window:

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.

Company Code
Specify the Company Code of the Company whose settings you need to be exported. This does not have to be the Company you are currently in, but you must specify a Company otherwise the export file will be empty.
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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