Raw data exports can be found under Administration - Raw data exports.
Invoice with item lines
The export to export invoice with product lines lists all invoices within the given search criteria. All the item lines in the invoices are also listed in this report, one row per item line.
Explanation of column names in the export:
Invoice with item lines | |||||
column Name | Explanation | ||||
ORDERID | Order number | ||||
InvoiceId | invoice | ||||
CustomerId | Kundenr | ||||
Customer Name | customer Name | ||||
CustomerOrgNo | Organization number | ||||
CustomerReferenceNo | Customer reference number | ||||
TotalWithTax | Total incl. VAT | ||||
TotalWithoutTax | Total items excl | ||||
TotalTax | Total VAT | ||||
Total Cost | Total cost | ||||
currencyID | ValutaId | ||||
CurrencyRate | exchange rate | ||||
CurrencyUnit | currency Unit | ||||
Commission | commissions | ||||
Commission Paid | Commissions paid | ||||
InvoiceDate | invoice Date | ||||
OrderDate | Order Date | ||||
DateChanged | change Date | ||||
PaymentTime | payment date | ||||
InvoiceText | invoice Text | ||||
InvoiceTitle | invoice Title | ||||
InvoiceAddress | Billing address | ||||
InvoiceZipCode | Billing postal code | ||||
InvoiceZipArea | Billing City | ||||
InvoiceCity | Fakturaby | ||||
InvoiceState | Billing State | ||||
InvoiceCountry | Billing Country | ||||
InvoiceEmailAddress | Invoice email address | ||||
RecName | Delivery address company name | ||||
RecAddress | Delivery Address | ||||
RecZipcode | Delivery Postcode | ||||
RecZipArea | Delivery City | ||||
RecCity | Leveringsby | ||||
RecState | Delivery State | ||||
RecCountry | Delivery Country | ||||
RecPhone | Delivery Phone | ||||
RecTime | Delivery | ||||
RecAltDelivery | Alternative delivery | ||||
RecText | Delivery Text | ||||
RecInfo | Delivery Information | ||||
AuthorizationInfo | Attestation Info | ||||
AuthorizationCustomerId | AttesteringsKundeId | ||||
ProductionNo | production number | ||||
KID | Kid number | ||||
ReferenceNo | reference number | ||||
RecCustomerId | Customer number for delivery address | ||||
BankAccountNoSender | Bank account number sender (own bank account number) | ||||
SendToFactoring | Send to factoring | ||||
AccrualDate | Accrual start date (full order order accrual) | ||||
AccrualCount | Monthly accrual (total order accrual) | ||||
GlnNumber | GLN number | ||||
ProductId | product idea | ||||
ProductNo | Product | ||||
Product Name | product Name | ||||
Price | Price of product | ||||
PriceIncTax | Price incl | ||||
InPrice | Price of product | ||||
Tax | VAT on product | ||||
TaxCode | Tax code | ||||
Cost | Cost | ||||
Discount | Discount | ||||
Quantity | Quantity | ||||
Cart Order | Order the items in the cart | ||||
CartAccrualDate | Accrual Start Date (Product Validation) | ||||
AccrualCount | Monthly accrual (product accrual) | ||||
ProjectId | Project | ||||
Project Name | project Name | ||||
DepartmentId | Avdelingsid | ||||
Department Name | Department Name | ||||
InvoicedByEmployeeId | Employee ID of the person who invoiced | ||||
InvoicedByFirstname | First name of the person who invoiced | ||||
InvoicedByLastname | Surname of the person who invoiced | ||||
OurRefEmployeeId | Employee for our reference | ||||
OurRefFirstname | First name for our reference | ||||
OurRefLastname | Surname to our reference | ||||
ProductionManagerContactId | Production Manager ContactId | ||||
ProductionManagerEmployeeId | Production Manager Employee Id | ||||
Production Manager First Name | Production manager first name | ||||
Production Manager LastName | Production manager surname | ||||
CAMPAIGNID | Kampanjeid | ||||
CampaignName | campaign Name | ||||
SalesOpportunityId | SalgsmulighetId | ||||
SalesOpportunityTitle | Opportunity title | ||||
ProductCategoryId | ProduktkategoriId | ||||
ProductCategoryName | Product Category Name | ||||
CustomerRef | Customer reference | ||||
TotalPriceWithDiscount | Total price where any discount is deducted |
Dimension
Here you can export custom dimensions. First select a dimension, then export.
Dimension | |||||
column Name | Explanation | ||||
Dimension type | Dimension ID | ||||
DimensionName | Name of dimension | ||||
DimensionRowValue | Dimension row ID | ||||
DimensionRowName | Name dimension row |
It is possible to export dimensions from one client and re-import them into another client.
commissions
Here you can choose to export all invoices for which commission has been set.
Commission (per order) | |||||
column Name | Explanation | ||||
ORDERID | Order number | ||||
InvoiceId | invoice | ||||
InvoiceDate | invoice Date | ||||
RECIPIENTNAME | Name of commission recipient | ||||
Customer Name | customer Name | ||||
Paid Date | Paid date | ||||
Open Entry | Open account in balance sheet (1 = open, 0 = closed) | ||||
Amount | Commissions in amounts | ||||
Percentage | Percentage commission | ||||
Total | Total items excl | ||||
TotalWithTax | Total incl. VAT |
Commission (per item line) | |||||
column Name | Explanation | ||||
ORDERID | Order number | ||||
InvoiceId | invoice | ||||
InvoiceDate | invoice Date | ||||
Product Name | product Name | ||||
RECIPIENTNAME | Name of commission recipient | ||||
Customer Name | customer Name | ||||
Paid Date | Paid date | ||||
Open Entry | Open account in balance sheet (1 = open, 0 = closed) | ||||
Amount | Commissions in amounts | ||||
Percentage | Percentage commission | ||||
Price | Price | ||||
Quantity | Quantity | ||||
Total | Total items excl | ||||
TotalWithTax | Total incl. VAT |
Product
The export of products makes an export to excel of all your products. Any further selection of the products you can do yourself in excel.
products | |||||
column Name | Explanation | ||||
ProductId | product idea | ||||
ProductNo | Product | ||||
name | product Name | ||||
CategoryID | KategoriId | ||||
Price | Price without VAT | ||||
PriceIncTax | Price including VAT | ||||
Price Percent | Contribution margin | ||||
Price2 | Utpris 2 | ||||
Price2Percent | Price 2 autocalic | ||||
PriceSupplier | Supplier's price | ||||
InPrice | Innpris | ||||
cash Price | KontantUtpris | ||||
CashPriceIncTax | CashEprices incl VAT | ||||
cash Percent | Cash autocalc | ||||
Stock | Amount in storage | ||||
web | View on Ecommerce | ||||
Reg | Time of registration of the product | ||||
Weight | Weight (kg) | ||||
SupplierId | LeverandørId | ||||
SupplierCode | Supplier Part No | ||||
SupplierName | Supplier's product name | ||||
oversold | Quantity sold | ||||
EANnr1 | EAN number | ||||
EANnr2 | EAN number 2 | ||||
Smallest Number | Minimum number | ||||
OrderProposal | booking Suggestions | ||||
Product Code | SKU | ||||
BatchNo | batch number | ||||
InfluenceStock | Inventory management (true = inventory management on, false = inventory management off) | ||||
ProjectId | Project Idea | ||||
PriceGroupId | Product price group ID | ||||
cash Group | Product Price Group | ||||
StructureProduct | structure Item | ||||
WebLink | Supplier's website | ||||
Special Price | Special | ||||
UnitQuantity | Quantity | ||||
QuantityFromSupplier | Quantity from supplier | ||||
DateChanged | Date changed | ||||
Stock Location | Storage Location | ||||
Cost | Indirect cost | ||||
ImportJobId | ImportjobbId | ||||
StatusId | StatusId | ||||
DescShort | Description brief | ||||
DescLong | Description long |
Department
departments | |||||
column Name | Explanation | ||||
Active | 1 = department is active, 0 = department is not active | ||||
DepartmentId | Department number | ||||
name | Department Name | ||||
Country | Country | ||||
Phone | Telephone | ||||
Fax | fax | ||||
Address | mailing address | ||||
zipcodes | zip code | ||||
ZipArea | City | ||||
VisitAddress | visiting address | ||||
VisitZipcode | Visit postcode | ||||
VisitZipArea | Visiting post office |
Budget
Export of budget exports budgets from Finance - Accounting - Budget. By clicking directly on the Export button without selecting a project, you will export all budgets. Or you can see an overview of all budgets and choose one project that you want to export.
The export of the budget can further be re-imported into the import module. If you want to make changes to your budget before importing it again, such as changing your budget year to next year, remember to change the project number in the .csv file before importing it again.
Budget | |||||
column Name | Explanation | ||||
BudgetId | BudsjettId | ||||
Budget Name | budget Name | ||||
Budget Year | budget year | ||||
ProjectId | Project Idea | ||||
Accountno | Account number | ||||
Account Name | account Name | ||||
january | January | ||||
february | February | ||||
march | March | ||||
April | April | ||||
May | May | ||||
june | June | ||||
july | July | ||||
August | August | ||||
September | September | ||||
october | October | ||||
November | November | ||||
december | December | ||||
AccountAmount | Total amount on account |
project budget
Here you get exported budgets for projects in the project module.
You can choose to directly click Export without making any selections to export all budgets on a project. Or you can choose to review the list of projects and select a project from which you want to export one or all of the budget. If you have many projects, you can put the cursor in the project field and enter a project name or part of a project name to look up the project.
Only projects that contain budgets will appear in the project budget.
The export of the budget can further be re-imported into the import module. If you want to import it into another project, remember to change the project number in the .csv file before importing.
project budget | |||||
column Name | Explanation | ||||
BudgetId | BudsjettId | ||||
Budget Name | budget Name | ||||
Budget Year | budget year | ||||
ProjectId | Project Idea | ||||
Accountno | Account number | ||||
Account Name | account Name | ||||
january | January | ||||
february | February | ||||
march | March | ||||
April | April | ||||
May | May | ||||
june | June | ||||
july | July | ||||
August | August | ||||
September | September | ||||
october | October | ||||
November | November | ||||
december | December | ||||
AccountAmount | Total amount on account |
account Plan
account Plan | |||||
column Name | Explanation | ||||
Accountno | Account no | ||||
Account Name | account Name | ||||
AccountTax | Vat Type | ||||
System Account | System account (if yes = TRUE, if no = FALSE) | ||||
ProjectRequired | Project required (if yes = TRUE, if no = FALSE) | ||||
DepartmentRequired | Department required (if yes = TRUE, if no = FALSE) | ||||
RegDate | Date |
Opportunities
Opportunities | |||||
column Name | Explanation | ||||
OpportunityId | SalgsmulighetId | ||||
CustomerId | Kundenr | ||||
Company Name | customer Name | ||||
title | Opportunity title | ||||
Amount | Amount | ||||
Start Date | Start date | ||||
Close Date | End Date | ||||
Probability | Probability in% | ||||
OwnerEmployeeId | Owner's Employee Time | ||||
OwnerFirstname | Owner's First Name | ||||
OwnerLastname | Owner's Last Name | ||||
CreatedByEmployeeId | Designed by AnsattId | ||||
CreatedByFirstname | Designed by First Name | ||||
CreatedByLastname | Designed by Last Name | ||||
TypeId | TypeId | ||||
type Name | type Name | ||||
sourceid | KildeId | ||||
Source Name | source Name | ||||
Description | Description | ||||
StepId | StegId | ||||
Step Name | step Name | ||||
CAMPAIGNID | KampanjeId | ||||
CampaignName | campaign Name | ||||
RejectionId | AvvisningId | ||||
RejectionTitle | rejection Title | ||||
StatusId | StatusId | ||||
Status Name | Status Name | ||||
DateReg | Date | ||||
AMOUNT2 | Amount 2 | ||||
ProjectId | Project Idea | ||||
Project Name | project Name | ||||
ClosedDate | Closed date | ||||
ImportJobId | ImportjobbId | ||||
Delivery Date | Delivery | ||||
CustomerContactId | Customer contact id | ||||
Customer Contact First Name | Customer contact name | ||||
Customer Contact Last Name | Customer contact name |