Import/Export Filter and Field Options

This window allows you to select the types of fields you want to import or export as well as the options for importing and exporting. Along with the OK, Cancel, and Help buttons, you'll note that there is a Save button for saving templates (changes you make to the original import/export file).

There are three tabs:

Filter: Use this to determine the sorting and range criteria for exporting. The options on this tab vary depending on the grouping of fields you choose. (If you select Import, you will not have access to this tab.)

Fields: This allows you to choose the specific fields you want to import or export. Use the Save button to store your choices in a new template, which you name (using a new, unique name).

Options: This allows you to set options for information that you're exporting. (If you select Import, you can only access the filename and the Import options).

Import/Export File: Select the arrow button to specify the file to import from or export to.

Include Headings: Select this check box to display the names of fields in the exported file. This serves as a legend for reading the exported data. You can view exported files with a word processing or spreadsheet program. Select this check box if you are exporting to a spreadsheet and want to see the headings of the data files. Also select this if you are planning to import from the application.

If Export Files Exist: You have four options if the Export File already exists; Sage 50 can ask you if you want to overwrite the file, can overwrite without asking you, can ask if you want to append the information to the existing file, or can append without asking.

Import Options, First Row Contains Headings: Select this check box if the names of fields are included in the imported file. This serves as a legend for reading the imported data. To use this, you must have included headings in the file you originally exported from the source application.