Exporting Data to Excel

                                                            

The best approach to work with Export in Accpac is by entering a sample transaction directly via the user interface (UI) and then exporting it using Accpac Export in the format you require, such as Excel or CSV or ODBC. The exported file can then be used to prepare your data for import.

Data can be exported for all the masters, setups.

To Export the data from Accpac go to the required screen and following path:

File optionsà Export

Once clicked on Export, it will open a new screen where the user has to select the type of file format in which data should be exported.

Also select the File Location path where the exported file will be saved. Once the path is selected, it displays the various detail sheets that will be exported.

There are several features available while exporting the data as mentioned below:

Ø  The user can export only required columns in the sheet by selecting them. This would help to reduce the file size.

Ø  There is a Set Criteria feature, where the user can set the various criteria’s for export

For Ex, If the user wants to export only some specific data from the system say, if there are Stock and non stock items imported in the system but if it is required to export only the stock item, then click Set criteria, select stock item column from columns dropdown, click on Add, it will be added in the field criteria column, click on the first cell, a dropdown will appear, select Yes from dropdown, click Ok and export. This would export only the stock items in the sheet.

The same procedure applies for other column criteria.

Ø  There is a Save Script option which allows saving the Set criteria script at a specific location, so that the next time when the user wants to export the sheet with the same set criteria, the script can be loaded from the path where it was saved using the Load Script button.