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Exporting Sales Orders Using Files

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File-based importing and exporting is a proven method for transferring data between X3 and other applications or data sources. It is well suited to processing large amounts of data, and the process can be automated through user-defined time scheduling.

Should you need to integrate on a real-time basis, take a look at the web service example of exporting.

Data is exported via templates which specify the fields exposed for exporting, as well as the data file type, the field and record separators, and the record types used in the destination file. Templates are also used to define fields that can be used as criteria to filter exported data.

File Export Example

The sales order template used to manage the export of basic customer data, addresses, contacts, and bank information is “SOH” (Sales Order - Header).

You’ll find the template and demonstration data in X3’s “SEED” folder.

To export the data in X3:

  1. Go to Usage > Imports / Exports > Exports.
  2. In the dialog box, enter SOH as the name of the template.
  3. Under Location, select the Client radio button then click OK.
  4. The Range grid can be used to select records based on several of the sales order fields.
  5. Click OK.
  6. In the dialog box, select the Save File radio button and click OK.
  7. In the file dialog box, navigate to a location where you want to save the data, and name the file.

A log displays the results of the export. Make note of the log number to access it later at Reports > Reports > Log reading.

Note: If you wish to export the same records more than once, you will need to uncheck the Chromo management option. For many tables, X3 tracks which records have been exported, and this option can prevent re-exporting records that have not changed.

To find out how you can build your own export templates, and take advantage of more functionality, see the Import/Export Guide.