Section 11:
Exporting Data

Section Contents

Exporting Overview   PAGEREF _Toc271292355 \h 609

Using Data Exports for Batch Editing  609

Selecting a Data Export 609

Selecting a Data Export from the Alphabetic Exports List 609

Selecting a Data Export from the Categorized Exports List 610

Selecting a Data Export Using the Export Keyword Filter 611

Selecting to Export Data from a Browse Window  611

Data Export Options  612

Standard Export Options 612

Data Export Formats 612

Comma-Delimited File Format 612

Field-Delimited File Format 613

Microsoft Excel File Format 614

Tab-Delimited File Format 614

XML File Format 615

Selecting Which Fields to Export 616

Saving or Sending a Data Export 616

Saving a Data Export to Disk 616

E-mailing a Data Export 617

Uploading a Data Export via FTP  617

Data Exports from Setup Modules  618

Exporting Advertising Methods 618

Exporting Approval/Refusal Methods 619

Exporting Conditions 619

Exporting Fault Codes 619

Exporting Makes and Models 620

Exporting Repair Steps 621

Exporting Serial Number Notices 621

Exporting Shipping Methods 622

Exporting Technicians 622

Exporting Warranty Plans 623

Data Exports from Main Modules  624

Exporting Customer Contacts 624

Exporting Customers 624

Exporting Customers with Contacts 628

Exporting Inventory  633

Exporting Serialized Inventory  634

Exporting Service Codes 636

Exporting Vendor Contacts 636

Exporting Vendors 637

Exporting Vendors with Contacts 639

Exporting Warranty Cards 641

Data Exports from Tools Modules  643

Exporting Standard Notes 643

Data Exports from Ledgers  643

Exporting Payments Ledger 643

Exporting Inventory Ledger 644

Custom Data Exports  645

Custom Data Exports Overview  645

Adding Fields to Existing Data Exports 645

Adding Export Options to Existing Data Exports 646

Data Exports for Business-Specific Requirements 646

Default FTP Upload Parameters 646

Having Data Exports Customized For You  646

 

More:

Exporting Overview

Selecting a Data Export

Data Export Options

Saving or Sending a Data Export

Data Exports from Setup Modules

Data Exports from Main Modules

Data Exports from Tools Modules

Data Exports from Ledgers

Custom Data Exports