Export Client List

Jake Forster Updated by Jake Forster

Export Client Information

Export Client Screen

The Export Client Information screen can be accessed from the Utilities menu by selecting Export Client List.

Client information may be exported as a comma or tab delimited file.

The user can specify which client fields to include in the file and the order in which they will appear.

The export file can be limited to selected clients if desired.

Choosing Exported Fields

After entering the export screen, the user may load a previously saved export definition file, if available.

When creating a new export definition, the user must first select which client fields to include in the file.

Since the available fields for business and individual clients are different, the user must first select the type of client to be exported. Business and individual clients must be exported separately.

After selecting the client type, the user must select the client fields to export from the Client Fields Available list. Multiple fields may be selected by holding down the CTRL key while clicking on the field.

Clicking the right pointing arrow button adds the selected fields to the Client Fields to Export window.

To edit the Client Fields to Export window, select the desired field and click the left pointing arrow button to remove the field, or click the up and down arrow buttons to shift the fields position in the list.

When finished defining the fields, the check box "Write headers in first row" may be checked to include a first line containing field names, if desired.

Saving Export

To save the export field definition click the Save button and enter a file name.

The file may be loaded later to use the same field definition for another export operation.

Export Type

Next the user must select the Export Type, a comma or tab delimited file.

Normally All Clients will be exported, but the user may choose the option to export Selected Clients from the list. If this option is to be used, the clients must be selected on the main Client List screen prior to entering the Export screen.

Export File Name

Finally, before creating the export file, the user must enter a file name for the file. A default directory and file name are provided.

To change the path and/or file name the user must click the browse button and then select a directory and enter a file name for the export file.

Clicking Save on the browse window merely saves the file name to the screen. In order to actually create the export file, the user must click the Export button.

A status message will inform the user how many business or individual clients were exported. The same process is required to export the other client type. Each export definition can be saved in a separate definition file for each loading later.

How did we do?

Generic ASCII File Client List

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