How to use the Custom Export option

Use the Custom Export option to set up a template that defines the Sage BusinessWorks data to be exported, how to filter and sort it. The data can then be exported from this option and sent directly to another program or Sage BusinessWorks company. This option can also be used to copy templates from other Sage BusinessWorks companies or edit existing templates.

Important information:
The data can be exported to a variety of formats, including HTML, Microsoft Word and Excel, plain text (.TXT), rich text (.RTF), comma-delimited text (.CSV), tab-delimited text, Data Interchange Format (.DIF), SYLK, and clipboard. Information can be exported and imported into another Sage BusinessWorks company.

How to access Custom Exports:
The Custom Export feature is located under each Sage BusinessWorks module. First select the module to create the export from. Next, point to the Transfer menu, and click Custom Exports. Another way to access Custom Exports is from the System Menu bar at the top of the Sage BusinessWorks window. Point to Utilities, and click Custom Exports.

Custom Export example:
This example creates an export of Customer information from Accounts Receivable. On the Accounts Receivable menu, point to Transfer, and click Custom Exports.

1. Next, click New to create the Custom Export.
2. Enter a name for the Custom Export, and click Next.
3. Select the Data Source from which to extract information. In this example, select AR Customers.
4. A list of exportable items appears on the left side of the screen. Select the fields to export, and click Add to move the items from the available to the selected side. (For table and field definitions see Where do I find the table and field names? ) After the fields are selected to export, click either the Done or Next button. If Next is clicked, options to filter and ways to sort the export becomes available.
5. Verify that the export file is selected, and click the Export button.
6. Select the export file format desired, and click the Export to File option button. Save the file where it can be located later.

See Import file formats for the import formats for the current version.