{"id":28663,"date":"2024-03-27T12:36:23","date_gmt":"2024-03-27T12:36:23","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=28663"},"modified":"2024-03-27T12:44:34","modified_gmt":"2024-03-27T12:44:34","slug":"feature-how-to-export-flat-files-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/03\/27\/feature-how-to-export-flat-files-in-sage-x3\/","title":{"rendered":"How to export flat files in Sage X3"},"content":{"rendered":"\n<p>Introduction: Sage X3 provides the functionality of creating\\updating the transactions using an Import\/Export template.&nbsp;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.<\/p>\n\n\n\n<p>To achieve this follow below steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to: All &gt; Setup &gt; Usage &gt; Imports\/Exports &gt; Import\/Export template<\/li>\n\n\n\n<li>Enter all the necessary details regarding objects, function. Select the Import, Export checkboxes as per requirement.<\/li>\n\n\n\n<li>Select File type as \u201cFlat\u201d and set Field separator as \u201c\\009\u201d. Refer below screenshot.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"602\" height=\"260\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/template-setup.jpg\" alt=\"\" class=\"wp-image-28669\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/template-setup.jpg 602w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/template-setup-300x130.jpg 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Fig 1. template setup<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter table details and fields to be exported. You need to make sure that there should not be \u201c\/\u201d separator in Fields section as highlighted below. Otherwise you will get below error.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img width=\"601\" height=\"451\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/separator-setup.jpg\" alt=\"\" class=\"wp-image-28673\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/separator-setup.jpg 601w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/separator-setup-300x225.jpg 300w\" sizes=\"(max-width: 601px) 100vw, 601px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Fig 2. separator setup<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img width=\"472\" height=\"224\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/separator-error.jpg\" alt=\"\" class=\"wp-image-28674\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/separator-error.jpg 472w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/separator-error-300x142.jpg 300w\" sizes=\"(max-width: 472px) 100vw, 472px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Fig 3. separator error<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on Create to create template<\/li>\n<\/ul>\n\n\n\n<p>Now, you need to export the sales order using the template ZSOH as created above.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <em>Usage &gt; Usage &gt; Import\/Exports &gt; Export.<\/em><\/li>\n\n\n\n<li>Select template \u201cZSOH\u201d.<\/li>\n\n\n\n<li>Enter sales order number to be exported and click on OK.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" width=\"602\" height=\"299\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/export-data.jpg\" alt=\"\" class=\"wp-image-28675\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/export-data.jpg 602w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/export-data-300x149.jpg 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Fig 4. export data<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You will get the data exported in a desired manner. Refer below screenshot.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" width=\"888\" height=\"51\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/flat-file-export.jpg\" alt=\"\" class=\"wp-image-28676\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/flat-file-export.jpg 888w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/flat-file-export-300x17.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/flat-file-export-768x44.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/flat-file-export-660x38.jpg 660w\" sizes=\"(max-width: 888px) 100vw, 888px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Fig 5. flat file export<\/p>\n\n\n\n<p>Similarly, you can export the data with fields\u2019 headers. For that, you need to select file type as \u201cWith headers\u201d as follows.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"603\" height=\"261\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/fields-with-headers.jpg\" alt=\"\" class=\"wp-image-28677\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/fields-with-headers.jpg 603w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/fields-with-headers-300x130.jpg 300w\" sizes=\"(max-width: 603px) 100vw, 603px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Fig 6. fields with headers<\/p>\n\n\n\n<p>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.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" width=\"602\" height=\"55\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/File-with-field-headers.jpg\" alt=\"\" class=\"wp-image-28678\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/File-with-field-headers.jpg 602w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/File-with-field-headers-300x27.jpg 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Fig 7. File with field headers<\/p>\n\n\n\n<p> Thus, we can export data in a flat file format with fields having headers and tab separated manner too.<\/p>\n\n\n\n<p><strong>About Us<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;\u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;caters to a wide range of Sage X3 (Sage Enterprise Management) offerings \u2013 a Sage Business Cloud Solution. Our&nbsp;unique GUMU&#x2122; integrations include&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage X3 for Sage CRM<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>&nbsp;along with Implementation and Technical Support worldwide for&nbsp;<a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage X3<\/a>&nbsp;(Sage Enterprise Management). Currently we are&nbsp;<a href=\"https:\/\/www.greytrix.com\/africa\">Sage X3 Implementation Partner<\/a>&nbsp;in East Africa, Middles East, Australia, Asia.&nbsp;We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,&nbsp;integrated applications such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a>&nbsp;and have developed add-ons such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight&nbsp;<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a>&nbsp;for Sage X3 to Sage business partners, end users and Sage PSG worldwide.<\/p>\n\n\n\n<p>Greytrix is a recognized&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a>&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration also listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage X3 \u2013 Salesforce is a 5-star app listed on&nbsp;<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>For more information on Sage X3 Integration and Services, please contact us at&nbsp;<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Sage X3 provides the functionality of creating\\updating the transactions using an Import\/Export template.&nbsp;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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/03\/27\/feature-how-to-export-flat-files-in-sage-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,5,3162,13,7,8,3642,9,10,2796,11],"tags":[4069,4070,4071,931,4068,4072,3953],"class_list":["post-28663","post","type-post","status-publish","format-standard","hentry","category-installation","category-features","category-greytrix","category-integration","category-miscellaneous-tables","category-sage-erp-x3","category-sage-x3","category-sage-x3-consulting","category-standard","category-technical","category-tips","tag-export-with-header","tag-flat-file-export","tag-flat-file-with-headers","tag-greytrix-sage-x3-blogs","tag-tab-formatted-fields","tag-x3-erp-blog","tag-x3-functionality"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28663","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=28663"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28663\/revisions"}],"predecessor-version":[{"id":28689,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28663\/revisions\/28689"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=28663"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=28663"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=28663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}