Export Menu

The Export Menu allows you to export accounts and account details. You can select accounts for one or all clients, based on status, type or list date. You also have the option to choose only those contacts, transactions or demographic changes that occurred, or were scheduled, over a date range. Full query options are also available with the filters.

Select File from the top menu bar to access the Import/Export menu and then select Export File from the submenu to open the Export Menu form.

To export only the accounts you want, use the selections and filters. The Criteria fields show your selections.

Format

This is the format of the file being exported. Press F2 to choose a file format.

File

Enter the name of the file to export to. For example, you might choose MYDATA.CSV for your filename.

You can specify a partial or a complete path in addition to the filename. For example, you could save the file as c:\export\mydata.csv.

Notice how we use the extension *.csv. If you use the CSV extension when you export comma separated files, you will easily be able to read them into Excel and other programs.

If you use an extension of @d Collect! uses the current date MMDDYY for the file extension. For example, the file named MYDATA.@d would be saved as MYDATA.050910 if you exported on the 9th of May 2010, and would be named MYDATA.060110 if you exported on the 1st of June 2010.

Client

Choose a Client if you only want to export records for a given Client. If you leave this field blank, then accounts for all clients will be exported.

Number

This is the Collect! Client number field. It is automatically filled in when you choose a Client.

Debtor Status

Press F2 to select a Debtor status, and only Debtors with that status will be exported.

Type

Enter a Debtor type if you have used that field in the Debtor form in Collect! Only those Debtors matching that type will be exported. If you leave this field blank, then all Debtor types will be exported.

Mode

Select the mode for the Debtor. Typically, you want to export Active Debtors.

Listed From

If you enter a From and To date, only those Debtors listed over that date range will be exported.

To

If you enter a From and To date, only those Debtors listed over that date range will be exported.

Changes From

If you enter a From and To date, then only those contacts, transactions and demographic changes which occurred, or were scheduled, over that date range will be exported.

Edit Format

Select this option if you need to modify an import map or you want to create a new one in the currently loaded import library. The list of all File Format Specifications will be displayed. Select the import map you wish to view. This will show you the File Format Specifications for the map you selected. If you wish to create a new export map, select the NEW button when you are viewing the list of all File Specifications.

More Client Filters

This allows you to select the range of clients you are exporting accounts from, using the Edit Search Criteria form to choose your search criteria. Your choices will show up in the Criteria field.

More Debtor Filters

This allows you to select the range of Debtors you are exporting, using the Edit Search Criteria form to choose your search criteria. Your choices will show up in the Criteria field.

Criteria

These lines show the filters you have chosen above. This is an ADVANCED feature.

Help

Press this button for help on the Export Menu form and links to related topics.

Totals

Select this button to display the Accumulator form.

The Accumulator form will be blank if you have not used this ADVANCED feature of Import/Export. It is possible for Collect! to keep running totals when records are exported. Press F1 when the Accumulator form is displayed to see more help.

Close

Select this to close this form and return to the previous form without running an export.

Export

Select this to start the export process.

Exporting And Importing

Please review the Help on File Format Specifications, and then create a file specification matching your requirements. Refer to qualified technical support for assistance.

Comtech Systems Inc. can provide fee based File Transfer Format development services. Please create a list outlining your needs, then fax it to (250) 474-2622 or phone (250) 391-0466 for an estimate.