The Export Wizard allows you to create text files containing data from one or more fields within each of the software's database tables(Information you enter into each field in Rosistem Assets is stored in a database "table" behind the scenes. You can extract this information using the Export Wizard.). As this function is in a wizard form, the screens will guide you through each step of the export process.
Exports can be done from the following tables: Vendor, Manufacturer, Depreciation Class, Asset Type, Department, Site, Location, Asset, Customer and Employee.
1.To access the Export Wizard, from the Main screen click Administration > Import/Export > Export Wizard. The Export Wizard screen appears.
2.Select what type of information you want to export from the Export Table drop down list. In the example below, Customer is chosen.
You also need to identify the file to which you want to export information. This can be an existing text file or you can create a text file now. Use the ... button to open a Windows Explorer window to search for a file. You can only export to a text (.txt or .csv file).
What is a .csv file?
This is a type of data format, in which each piece of data is separated by a comma. This is a popular format for transferring data from one application to another, because most database systems are able to import and export comma-delimited data. When data is represented in comma-delimited format they also are referred to as comma-separated values, abbreviated CSV.
Click the Next button to continue using the Export Wizard.
3.The Export Field Selection screen appears next. This screen allows you to select from which of the table fields you want to pull information. All fields available in the table you selected on the previous screen appear in the Fields Available box. Highlight a listing, then click the Right Arrow button to move it to the Fields Selected box. You can move all fields by clicking the Double Right Arrow button. This box does support multiple selections so you do not have to move one field at a time.
The data that appears in the fields you moved to the Fields Selected box appear in the Data Preview of Table grid.
You can move fields out of the Fields Selected box by highlighting a field in the box, then clicking the Left Arrow button as shown below.
When you are finished selecting the fields you want to Export, click the Up or Down buttons next to the Fields Selected box to reorder how the information will appear in your export file.
Click Next to continue.
4.The Destination File Format screen allows you to specify how you want your information broken up in the export file. This is called the Field Delimiter. Make your selection from the Field Delimiter drop down list, then select the checkbox if you want to include field names in the first row of your export file.
The Preview of data from table grid displays the information using the selected delimiter, as shown below:
If the file name you specified in Step 1 uses the extension .CSV, you must specify <Comma> as your field delimiter (this is the default).
If you specified a file name with the extension of .TXT in Step 1, you may use any of the field delimiters available in the drop list (as long as the chosen character does not occur within the data itself.)
The available options are shown below:
5.Click the Finish button to Export your selection.. A confirmation message will appear when the export is completed successfully.
You can confirm the export by opening and reviewing the .csv or .txt file you specified in Step 1.