Import and Export: Difference between revisions
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==Import & Export== |
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This menu is used in exporting data from one database and importing onto another. |
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Data that can be exported from AutoCount (in compressed XML file) are: |
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1. Master Data |
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2. Account Data (GL/AR/AP/Sales/Purchase) |
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3. Stock Data (Stock/Sales/Purchase) |
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Data that can be imported onto AutoCount are: |
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1. [[Master Data]] exported from AutoCount |
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2. [[Account Data]] (GL/AR/AP/Sales/Purchase) exported from AutoCount |
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3. [[Stock Data]] (Stock/Sales/Purchase) exported from AutoCount |
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4. [[Third Party XML Data]] |
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'''<u>Export Master Data</u>''' |
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'''<span style=color:red>Export Master Data</span>''' |
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This is to export master data from an AutoCount account book so that it can be imported onto another account book. |
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Go to ''<span style=color:red>File > Import & Export > Export Master Data</span>'' |
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Select the items to be exported |
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[[File:IE1.png]] |
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[[File:IE2.png]] |
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'''Document Date Range:''' to filter the document date range |
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'''Last Modified Date Range:''' to filter last modified document date range |
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'''Debtor Code:''' to filter by debtor |
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'''Creditor Code:''' to filter by creditor |
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'''Export All:''' to export all master data |
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Click on ''<span style=color:red>Master II</span>'' |
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[[File:IE3.png]] |
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Click on ''<span style=color:red>Export</span>''... |
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[[File:IE4.png]] |
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Click on ''<span style=color:red>Save</span>''. |
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[[File:IE5.png]] |
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'''<span style=color:red>Import Data</span>''' |
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Log on to destination account book. |
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Go to ''<span style=color:red>File > Import & Export > Import All Data</span>'' |
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[[File:IE6.png]] |
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[[File:IE7.png]] |
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1. Click on ''<span style=color:red>Load Data</span>'' to define the folder path of the earlier exported file, |
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[[File:IE8.png]] |
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Highlight the file to be imported, click on ''<span style=color:red>Open</span>''... |
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[[File:IE9(1).png]] |
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2. Set User Access Right Import Options.... click on ''<span style=color:red>Open</span>'' |
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[[File:IE10.png]] |
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3. Verify data before import: click on the respective tabs to check the listing of data to be imported. |
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4. Finally, start import data... Click on ''<span style=color:red>Import Data</span>''. |
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[[File:IE11.png]] |
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[[File:IE12.png]] |
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'''<u>Export GL/AR/AP Data</u>''' |
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This menu is available only when <span style=color:red>Export Account</span> module is enabled. |
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This menu is meant to export account data into a compressed file, so that it can be imported onto another AutoCount account book. |
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Refer to module topic Export Account . |
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'''<u>Export Sales/Stock/Purchase Data</u>''' |
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This menu is available only when <span style=color:red>Export Stock</span> module is enabled. |
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This menu is meant to export stock data into a compressed file, so that it can be imported onto another AutoCount account book. |
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Refer to module topic Export Stock. |
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'''<u>Import All Data</u>''' |
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This menu is meant to import data from a compressed XML file exported from AutoCount. This includes master data, account data and stock data. |
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Refer to module topic Export Account . |
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Refer to module topic Export Stock. |
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'''<u>Export Data For Consolidated Report</u>''' |
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This function allows you to export data for used in Consolidated Financial Report. |
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Refer to module topic Consolidated Financial Report. |
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'''<u>Import Third Party XML Data</u>''' |
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This menu is available only when <span style=color:red>Import Third Party XML</span> module is enabled. |
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This menu is meant to import data from a non-compressed XML file exported from third party software. |
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Refer to module topic Import Third Party XML. |
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