Import and Export: Difference between revisions

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==Import & Export==
 
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
 
4. [[Third Party XML Data]]
 
 
'''<u>Export Master Data</u>'''
 
'''<span style=color:red>Export Master Data</span>'''
 
This is to export master data from an AutoCount account book so that it can be imported onto another account book.
 
Go to ''<span style=color:red>File > Import & Export > Export Master Data</span>''
 
Select the items to be exported
 
 
[[File:IE1.png]]
 
 
[[File:IE2.png]]
 
 
'''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 ''<span style=color:red>Master II</span>''
 
 
[[File:IE3.png]]
 
 
Click on ''<span style=color:red>Export</span>''...
 
 
[[File:IE4.png]]
 
 
Click on ''<span style=color:red>Save</span>''.
 
 
[[File:IE5.png]]
 
 
'''<span style=color:red>Import Data</span>'''
 
Log on to destination account book.
 
Go to ''<span style=color:red>File > Import & Export > Import All Data</span>''
 
 
[[File:IE6.png]]
 
 
[[File:IE7.png]]
 
 
1. Click on ''<span style=color:red>Load Data</span>'' to define the folder path of the earlier exported file,
 
 
[[File:IE8.png]]
 
 
Highlight the file to be imported, click on ''<span style=color:red>Open</span>''...
 
 
[[File:IE9(1).png]]
 
 
2. Set User Access Right Import Options.... click on ''<span style=color:red>Open</span>''
 
 
[[File:IE10.png]]
 
 
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 ''<span style=color:red>Import Data</span>''.
 
 
[[File:IE11.png]]
 
 
[[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.
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