Language:


System Data

This page describes the 'System Data' Export function in the Integration module.

---

The 'System Data' Export function in the Integration module is able to function can be used to export basic configuration information from various registers and 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.

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. 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 'Sales Data' and 'Settings' Export functions will also export some basic configuration information.

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)
Access GroupsAccessVc
AccountsAccVc
AutotransactionsAutVc
Base Currency (exported if you select the Currency Details option)BaseCurBlock*
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
CountriesCountryVc
Form DefinitionsFormDefVc
Form TemplatesDocVc
HAL RulesHALRulesVc
PersonsUserVc
StylesStyleVc
User Defined Reports (Balance Sheet, Key Financial Ratios, Profit & Loss, VAT Report, includes individual rows for Key Financial Ratios and VAT Report) (exported if you select the Report Definitions or User Defined Report Definitions options)UserDefRepVc
Individual rows in Balance Sheet and Profit & Loss Report Definitions (exported if you select the Report Definitions or User Defined Report Definitions options)UserDefRepLinesVc
Individual columns in Key Financial Ratios and VAT Report Report Definitions (exported if you select the Report Definitions or User Defined Report Definitions options)UserDefRepColumnsVc
User Defined Reports (additional Balance Sheets, Key Financial Ratios, Profit & Loss, VAT Reports added by users, Name, Header and Type only) (exported if you select the User Defined Report Definitions option)RepDefBlock*
User Defined Field Labels - Extra Costs (exported if you select the User Defined Field Labels option)ExtraCostLabelBlock*
User Defined Field Labels - Activities (exported if you select the User Defined Field Labels option)ActUserLabelBlock*
User Defined Field Labels - Contacts (exported if you select the User Defined Field Labels option)CUUserLabelBlock*
User Defined Field Labels - Items (exported if you select the User Defined Field Labels option)INUserLabelBlock*
Tax RulesTaxRulesVc
Tax TemplatesTaxTemplateVc
Values in TextLangNrVc
Company Date and Numeric FormatSysFormatBlock*
Company Info (includes Transaction Settings)CyBlock*
Default Values Decimals (no longer used)DefValDecimalsBlock*
Fax SettingsFaxSettingsBlock*
Fiscal YearsYearBlock*
Form SettingsFormBlock*
LanguagesLangBlock*
LockingDBLockBlock*
Global Locking (exported if you select the Locking option)GlobalDBLockBlock*
Number Series (the Number Series option exports all the Number Series settings e.g. IVSerBlock, Number Series - Invoices)*
PrintersPrintGroupBlock*
Program ModeProgramStatusBlock*
Reporting PeriodsPeriodBlock*
Round OffRoundBlock*
SubsystemsTRGenBlock*
Taxonomy (the Taxonomy option is only visible in the 'Specify System Data' window when the VAT Law in the Company Info setting is set to "Portuguese")TaxonomiesBlock*
Timed OperationsBackupBlock*
VAT CodesVATCodeBlock*

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 'System Data' 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 'System Data' in the 'Exports' list to open the 'Specify System Data' window:

Select options as necessary to determine the registers and settings that will be exported. Use the Backup Comment field to enter a description of the back-up file (up to 40 characters are permitted). This description will be saved in the exported file and will be shown in the list of importable files shown by the 'Automatic' Import function. Press [Run] to proceed. 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. The process can be interrupted at any time by pressing Esc (Windows) or ⌘-Full Stop (macOS).

When the export has finished, you can close the 'Exports' window with the close box.

---

Go back to: