Exact Globe+

XML-Server: Process flow exporting XML files

Menu paths

XML ➔ Financial export
XML ➔ Logistic export
XML ➔ Other export

Introduction

Exporting data is a quick and efficient way to get your data out of your administration. In the system, exporting data can be done via XML. All data that can be imported, except for the "absence" option, can also be exported. The data can be exported in the XML format. Some of them can also be exported in CSV format.

Depending on the type of licenses that you have, you might or might not be able to access all of the access points listed in the following three main categories:

Financial export

General ledgers accounts
Accounts payable
Accounts receivable
Financial entries
Transactions (processed entries)
Budgets
Exchange rates
Assets
Contracts

Logistic export

Items
Item prices
Serial/batch
Sales orders
Sales invoices
Purchase orders
Quotations
Internal use

Other export

People
Payroll component
Projects
Payroll data
Accounts
Payroll entries
Hour entries

The XML export function will be explained using Accounts receivable as an example. You can access the Export – Debtors screen via XML ➔ Financial export ➔ Accounts receivable. Almost all other screens are the same. However, not all features explained in the next sections are applicable to every access point listed above. Please make sure that before exporting, you check the XML Server Settings of your administration.

What version are you using?

The information in this document is applicable to product update 410 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I export data via XML?

In the Export screen, define the fields.
Click Finish.
A brief summary of the export results will be displayed in the Result screen once the processing has completed. You will be able to know the number of records that were successfully exported. You can view the errors (if any) in detail by selecting the Note icon at the right end of the Messages field. You can directly print the error log.

Fields

File

Type or select the location where you want to save the file. The default value is the path to the last successfully imported file. You can also choose to export the file in the CSV or XML format.

e-Synergy URL

Users with an Exact Synergy Enterprise environment can select their Exact Synergy Enterprise URL to export data. If you select this option, only the Data and Include sections will be displayed. The URL must always begin with "http://" or "https://".

Note: You cannot export financial entries, sales orders, sales invoices, purchase orders, or quotations to the e-Synergy URL.

Other URL

You are also able to export an XML file to another URL. For example, http://www.lycos.nl/centraldata/debtors.xml. When Other URL is selected, the options Last modified and All in the Data section are disabled. For more information about this function, see Import XML from any URL (Synergy or non-Synergy environment).

Data section

Data can be exported via the following options:

Last modified – Select this option to export only data which has changed since the last successful import. By default, this option is selected when you select the option e-Synergy URL.
All - Select this option to export all data to the selected URL. This option is only available once you have selected the option e-Synergy URL.
Export: Simple – Select this check box to export the mandatory data only. Otherwise, the data will be exported in detail. This option is only available when you export the data through the File or e-Synergy URL option.

Include section

This section is enabled only if you have selected the option e-Synergy URL or Other URL. Images, notes, and free fields linked to the data that you want to export will also be exported if you have selected one of these options.

Filter section

You can use a filter when exporting. These filters are different per type. Only the data that matches all your criteria will be exported. With exchange rates, you will not be able to fill in any criteria in the filter.

When exporting data using the e-Synergy URL option, select All in the Data section to display the Filter section.

Type section

This section is available only if you are exporting project data at XML ➔ Other export ➔ Projects. By default, all types of project data are selected for the export unless specified such as Internal, Fixed, Time and material, Training, and Production.

When exporting data using the e-Synergy URL option, select All in the Data section to display the Type section.

Status section

To export data with specific statuses only, select the check box(es) next to the Active, Blocked, Inactive, Pilot, Reference, and Passive statuses. The types of statuses listed in the Status section change and may be preselected by default, depending on which entry point you are accessing the XML functionality.

When exporting data using the e-Synergy URL option, select All in the Data section to display the Status section.

Exclude section

This section is applicable only when exporting accounts receivable. You can choose to exclude the debtors from the main division in the export by selecting the Main division option.

When exporting data using the e-Synergy URL option, select All in the Data section to display the Exclude section.