Create an Export Job

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Expand/Collapse item  Overview

The Visual Integrator module is capable of exporting data from data files to an external database. After an export job is defined, you can execute the job immediately or schedule how often the job will be run.

The data file defined for the export is used as the primary source of data to be exported. You can also export data from other files that are linked to the primary file.

Note Customer Relationship Management data files and Customer Relationship Management fields included in Sales Order and Accounts Receivable data files cannot be exported using Visual Integrator.

Note If you are using the Credit Card Processing module powered by Sage Payment Solutions, the actual Merchant ID entered for credit card payment types in Payment Type Maintenance cannot be exported. Only the encrypted value of this information is exported.

Expand/Collapse item  Before You Begin

 

To create an export job

  1. Select Visual Integrator Main menu > Export Job Maintenance.

  2. In the Export Job Selection window, enter a job name and table name, and then click Accept.  For more information, see Export Job Selection - Fields.

  3. On the Export Job Maintenance Configuration tab, in the File Type field, select the type of file from which to export the data. You can only export from an ASCII file, delimited file, or an ODBC data source.

  4. In the Export File field, enter the file to which data will be exported.

  5. Click Perform if you want to set special instructions to perform if the job is successful, unsuccessful, and before the job is run.

  6. Click the Data tab. Select data fields from multiple files that are linked to the primary file specified on the Configuration tab. The link information is predefined in the data dictionary listing.

  7. Click the Sort tab, and select the sorting order for the data records to be exported. If no sorting information is provided, the data is exported in the natural sorting order of the primary file. When exporting to an ODBC data source, the sorting information selected on the Sort tab may be ignored.

  8. Click the Select tab, and select the records from the primary data file to export.

  9. Click Accept to automatically generate the job.

Note If the appropriate security is set up, you can also generate a job by clicking the Compile button on the Export Job Maintenance Configuration tab.

  1. A message appears, prompting you to prepare the job to be executed. Click Yes. The generation process takes a few seconds.

  2. When the generation process is completed, an Execute Job window appears. To execute the job immediately, click Yes. To execute the job at a later time, click No. The Export Job window appears.

  3. To test the export job, click Test. When you are ready to execute the job, click Accept.

The export job is generated.