Export Data

 

The export data page lets you export the following data from your system.

 

Note: The maximum export size is 2MB. Your export file will include a warning message if all data cannot be exported.

 

 

Contacts

  • Client

  • Contacts

  • Suppliers

 

Projects

  • Project Summary

  • Project Teams

  • Project Contacts

  • Project Fees (Construction Sector)

  • Project Estimates (Consultant Sector)

  • Project Tasks

  • Project Resources (Summary)

  • Project Expense Forecasts

  • Project Invoice Forecasts

Timesheets

  • Timesheets

  • Absence Requests

 

Expenses

  • Expenses

  • Purchase Orders

  • Purchase Invoices

 

Invoices

  • Sales Invoices

 

Admin - Users

  • Users

  • User Cost Rates

  • User Charge Rates

  • User Holiday Summary

  • User Core Working Hours

Admin - Project Settings

  • Industry Sectors

  • Project Roles

  • Project Types

  • Project Statuses

  • Task Statuses

  • Task Probability

  • Win Probability

 

Admin - Invoicing

  • Payment Terms

  • Rate Cards

 

Admin - Purchase Orders

  • Purchase Order Types

Admin - Company Settings

  • Client Statuses

  • Currencies

  • Departments

  • Expense Types

  • Non Project Activities

  • Non Project Activity Tasks

  • Non Working Time

  • Payment Types

  • Work Detail

  • Working Time

 

Admin - AccountsLink

  • Sales Nominal Codes

 

 

You can export data via Admin > Data > Export Data.

 

The data is exported in .CSV (Comma Separated Values) format, which can be opened in Microsoft Excel and any other program that supports this format.

Export Data

  1. Choose the type of data you would like to export by selecting the relevant radio button.

  2. For timesheets, expenses and invoices an optional Export Date Range can be selected. Click on the small calendar icons by the From: and To: boxes to choose the dates from a pop-up calendar.

  3. Click the Include Header Row to include column headings in your export.

  4. When you are ready to export the data, click the Export Data button near the top of the page.

  5. Save the file to your computer when prompted.

 


Related Links:

Import Data

View import data history

 

 

 

 

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