Introduction: Sage X3 provides the functionality of creating\updating the transactions using an Import/Export template. We can use import/export templates quite often for importing huge data with ease. We need to setup some parameters in order to export data in a particular format. We came across a scenario where users need to export data in a flat file format having tab separated records.
To achieve this follow below steps:
- Navigate to: All > Setup > Usage > Imports/Exports > Import/Export template
- Enter all the necessary details regarding objects, function. Select the Import, Export checkboxes as per requirement.
- Select File type as “Flat” and set Field separator as “\009”. Refer below screenshot.
Fig 1. template setup
- Enter table details and fields to be exported. You need to make sure that there should not be “/” separator in Fields section as highlighted below. Otherwise you will get below error.
Fig 2. separator setup
Fig 3. separator error
- Click on Create to create template
Now, you need to export the sales order using the template ZSOH as created above.
- Navigate to Usage > Usage > Import/Exports > Export.
- Select template “ZSOH”.
- Enter sales order number to be exported and click on OK.
Fig 4. export data
- You will get the data exported in a desired manner. Refer below screenshot.
Fig 5. flat file export
Similarly, you can export the data with fields’ headers. For that, you need to select file type as “With headers” as follows.
Fig 6. fields with headers
Now, when you will export the sales order, you will get file with the fields having headers as field descriptions from respective tables in below format.
Fig 7. File with field headers
Thus, we can export data in a flat file format with fields having headers and tab separated manner too.
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