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Data Import/Export Checklists

Data Import/Export FAQs

Export

Access this form using Export, which is found throughout the system.

Use this form to export data to other file formats. The Data Exporter can export to the following file types:

Software Version File Extension

Comma Separated Variable

*.CSV

HTML Document

*.HTM

Microsoft Access®

*.MDB

Microsoft Word®

*.DOC

Microsoft Excel ®

*.XLS

Print Image

*.PRN

Word Processing Text

*.TXT

XML Document

*.XML

Note: Microsoft Excel© is no longer required to view XLS files, however you will need software that allows you to view Excel files, such as an Excel viewer.

Since the system cannot read invalid characters, ensure that the data being exported is limited to alphabetic characters (A through Z) or numeric characters (0 through 9), and that it does not contain symbols. Also, make sure the Administrator has granted you Process rights for the items you want to export (Security>Set Up Organization Menus and Set Up System Menus).

When exporting reports, the exported data is the result of queries used to produce reports. This process prevents you from having to create these queries yourself. Keep in mind, the columns may not necessarily appear in the order specified in the report setup. This is data only; you may need to add page headers to the exported data.

Files can be saved locally through a mapped drive using the \\TS Client\<drive letter> directory structure. They are saved to the local computer from within the remote application session. For specific instructions on how to export a file, see article 4131 in the Knowledgebase. See Nonprofit Online.

 

Save In Select the folder where you want to save the exported file.

File name Either select a file from the list, if appropriate, or enter a file name for the exported data. You can specify which files are included in the list using the Save as type box.

Save as type Accept the default file type, or select a file type from the drop-down list.

  • Financial statements' underlying queries contain more unformatted data and extra columns than many other reports. Therefore, financial statements may not be appropriate for exporting.
  • The currency fields in the exported file, follow the formatting set up in your computer's regional settings (Start>Settings>Control Panel>Regional Options or Control Panel>Change date, time, or number formats>Additional Settings Button).