Exporting Data from Sage 300

Exporting is the process of copying Sage 300 data to files that can be read and used by non-Sage 300 programs.

Exporting has no effect on the original file.

If you often export the same data, you can create a script to speed up the process. When you load a script, the fields selected when you created the script are displayed in the Export dialog box after you click the Load Script button.

If you want to view all the fields available for export, click the File menu and choose Display Export Fields. You can then print the displayed list.

Before you start

• Before exporting to Excel, you must create an Excel file.
• Before exporting to Access, you must create a database file.
• Before exporting in CSV format, you must set up a path to the folder to which you will export the data.
• Before exporting in XML format, you must determine the location to which to export the file.
• Before exporting to an ODBC database, you must create an empty database to use for the export. (Be sure to create the same database type you use for Sage 300.)

To export data:

1. Open the screen or dialog box for the data you want to export.
2. Click File > Export.
3. In the Export screen, select an export type from the Type field.
4. Click Browse, then specify the file to which to export.

5. If you do not want to export certain fields:

   1. Click the plus sign beside the associated item to expand the list of fields.
   2. Click the field name to remove the check mark for a specific field.

   注释：Starred (*) items are key fields that you must export.

6. To change the criteria for exported data, click Set Criteria.
7. Click OK.