Export File with Data

When you select to export records, you export a file of data to a designated location so you can update or view the data in an application outside of Financial Edge NXT.

For example, you may want to create a customized report with your data or analyze and manipulate it in a spreadsheet program. Once you make changes to the file, you can then import the file back into your database using Update existing records.

Tip: When exporting a file to update, make sure you include the import ID to the fields to export.

1. From the Import list page, select Add.

2. On the Basics tab, select the type of import. The import type determines the field categories available.

3. Enter a unique name and a description.

4. Determine if others can run or modify this import.

5. Select Next.

6. On the Parameters tab, select Export.

   • Include selected fields in the file. This option includes only the fields you select manually on the Fields tab.

   • Include required fields in the file. This option includes only fields required to save the type of record being imported.

   • Include all fields in the file. This option includes every field once. If you need to use one field multiple times, you must add those fields manually and add extensions.

7. In the Export table entries with field, select Long description or Short description.

8. In the Match records in the import file with existing records by field, select the type of ID to use to identify the records.

9. In the Field separator and Text qualifier fields, select the field separators and text qualifiers to use in the header file.

10. Select the Fields tab. Mapping fields is the process of matching fields contained in an import file to their Financial Edge NXT equivalents. It is very important to map fields correctly to prevent creating exceptions and to ensure information imports into the correct fields on records.

11. Select Save. You return to the list of imports.