- Under the Reporting Tab select Import/Export Data
- Select Export Data
- Export Type – Select the required Export Type from the drop down list (Note: CatchData recommends exporting and importing into your chosen software program in this order: Jobs, Clients, Suppliers, Job Invoices, Supplier Invoices, Timesheets).
- Export Option –
- All changed data since last export – This is the default option for exporting from CatchData, this option will export all data from the selected export type that has been created or changed since the last export.
- Select via Date Range – This option is available if data needs to be exported between a certain date range, under the selection you with see two choices Changed Date or Item Date.
- Changed Date – Selecting changed date will export any items that have been entered or changed/updated within the selected date period.
- Item Date – Selecting Item Date will export any items that are within the selected date period, rather than when it was entered or changed/updated
- Format – You can choose to either download the export file into a note pad or email the file to a selected email address
- Click Preview Data
- Items that are available for the selected Export Type will appear in a table below
- Note: If an item has previously been exported and then updated/changed, when exporting next by default these items will not be selected to be exported
- If required, these items can be selected. If manually selected a warning message will appear and the user must confirm they are happy to continue with export.
- If items are not exported, CatchData recommends checking both records within CatchData and your accounting system to confirm the changes/updates made since the initial export.
- Once confirmed click Export Data
- The file will be displayed within your download bar at the bottom of your web browser (if file doesn’t display check you don’t have pop-ups blocked)
- Click and open the export file
- Select File
- Click Save As
- Locate your selected folder for CatchData Exports
- Click Save