Import and Export: Difference between revisions

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Revision as of 02:12, 2 May 2018

This menu is used in exporting data from one database and importing onto another.

Data that can be exported from AutoCount (in compressed XML file) are:

1. Master Data

2. Account Data (GL/AR/AP/Sales/Purchase)

3. Stock Data (Stock/Sales/Purchase)

Data that can be imported onto AutoCount are:

1. Master Data exported from AutoCount

2. Account Data (GL/AR/AP/Sales/Purchase) exported from AutoCount

3. Stock Data (Stock/Sales/Purchase) exported from AutoCount

Export Master Data

This is to export master data from an AutoCount account book so that it can be imported onto another account book.

Go to File > Import & Export > Export Master Data

Select the items to be exported

Document Date Range: to filter the document date range

Last Modified Date Range: to filter last modified document date range

Debtor Code: to filter by debtor

Creditor Code: to filter by creditor

Export All: to export all master data

Click on Master II

Click on Export...

Click on Save.

Import Data

Log on to destination account book.

Go to File > Import & Export > Import All Data

1. Click on Load Data to define the folder path of the earlier exported file,

Highlight the file to be imported, click on Open...

2. Set User Access Right Import Options.... click on Open

3. Verify data before import: click on the respective tabs to check the listing of data to be imported.

4. Finally, start import data... Click on Import Data.

@@ Line 109: / Line 109: @@
 [[File:IE12.png]]
-'''<u>Export GL/AR/AP Data</u>'''
-This menu is available only when <span style=color:red>Export Account</span> module is enabled.
-This menu is meant to export account data into a compressed file, so that it can be imported onto another AutoCount account book.
-Refer to module topic Export Account .
-'''<u>Export Sales/Stock/Purchase Data</u>'''
-This menu is available only when <span style=color:red>Export Stock</span> module is enabled.
-This menu is meant to export stock data into a compressed file, so that it can be imported onto another AutoCount account book.
-Refer to module topic Export Stock.
-'''<u>Import All Data</u>'''
-This menu is meant to import data from a compressed XML file exported from AutoCount. This includes master data, account data and stock data.
-Refer to module topic Export Account .
-Refer to module topic Export Stock.
-'''<u>Export Data For Consolidated Report</u>'''
-This function allows you to export data for used in Consolidated Financial Report.
-Refer to module topic Consolidated Financial Report.
-'''<u>Import Third Party XML Data</u>'''
-This menu is available only when <span style=color:red>Import Third Party XML</span> module is enabled.
-This menu is meant to import data from a non-compressed XML file exported from third party software.
-Refer to module topic Import Third Party XML.