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Exporting and importing data

Created on  | Last modified on 

Summary

Sage 50cloud Pastel lets you import and export data in multiple ways, depending on your needs.

Resolution

Ways to export or import data

  • Reports: export report output in various formats directly when you generate the report
  • Developer Toolkit (SDK): if you work with third-party developers, you can use SDK to read and write data to Pastel files
  • Batch files: export and import batch files through the Batch Processing functions in their respective modules
  • File Export/Import: export or import Masterfile and other records via the Export/Import function with fixed text file layouts

Access the Export/Import function

  1. Select File, then Export/Import.
  2. This function works with standard text (comma-delimited CSV) files. Each option uses a fixed layout.

Important points

  • When exporting, you can select Include Field Names. This adds the column headers as the first row.
  • When importing:
    • The system validates the entire file first.
    • If you find any errors, no records import. Fix the errors and re-import the entire file.
    • If the file uses the standard layout, clear the Map Fields checkbox.
    • If the file uses a different layout, select Map Fields to open the mapping screen.
  • You store data in text files that other programs can read. If the data is confidential, don’t leave these files in unsecured or public folders.

Supported operations

In the Choose a Function to Perform list, select the required task. You can:

  • Export or import General Ledger accounts
  • Export or import This Year or Next Year budget values
  • Export or import Customer masterfile records
  • Export or import Supplier masterfile records
  • Export or import Inventory masterfile records
  • Export or import Inventory selling prices
  • Export or import Store masterfile records (requires Multi-Store Add-on)
  • Export or import Project budget values (requires Project Tracker Add-on)
  • Import Serial numbers (requires Serial Number Tracking Add-on)
  • Export or import Activity masterfile records
  • Export or import Employee masterfile records

Note:

  • Pastel Xpress doesn’t import add-on modules only available in Partner.
  • You require the add-on modules for some options (for example, Stores, Serial Numbers).

Export/import formats

  • CSV (comma-delimited) files
  • Numbers are stored without quotes
  • Text fields have double quotes around them

Steps to perform an export or import

  1. Select the function you need from the list.
  2. In File Name, browse to the file you want to import or export.
  3. Configure the Map Fields checkbox as needed (see earlier note).
  4. Click Process.
  5. When exporting Masterfile, select the range of records to export.
  6. Check the confirmation message: the system shows the number of records imported or exported.

Find specific layouts

You can view all supported layouts, including batch layouts, in the Help file:

  1. Go to Help > Pastel Help.
  2. Select Index.
  3. Type exporting and select exporting and importing data overview.
  4. Scroll to the end of the help page to see a list of layouts.
  5. Click the layout you need to view its fields.
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