Overview Of Importing and Exporting Data in Pastel
In the following section I am going to cover the basics of the files you can import or export from your Pastel Programme.
You should have a understanding of what a comma delimited file (CSV) is and how to manipulate the file in Excel.
The system exports and imports data in comma delimited format. In this format, a comma separates each field, and non-numeric fields have a double-quote character before and after them.
Here 123 is a numeric field
“Hello” and “24” are text fields.
How do I get to the Import and Export section?
- Open your Pastel company
- Click on File
- Click on Import/Export
- Choose a function to perform
You should see that there are various options to import or export a data file
.Export and/or import general ledger accounts
·Export and/or import this year or next year budget values
·Export and/or import customer master file records
·Export and/or import supplier master file records
·Export and/or import inventory master file records
·Export and/or import inventory selling prices
·Export and/or import store master file records
·Import serial numbers
·Export and/or import activity master file records
·Export and/or export employee master file records
·Export to HandiLedger
·Export files to Solution 6 and CeeData
When you select to export a file, you select the file you want to export,
- Choose a place on your computer to save the document from the browse icon
- And give it a name.
How do I open this exported data in Excel?
If you want to open this file inside of Excel
Click on Excel to Open
Click on Open
- And when Excel asks you what files to open you will need to change the option to show ALL FILES
- Then you can look for your file that ends with a .csv
Excel will ask you if this is a trustworthy file to open, click yes
- Excel will ask you what format you want to open this file in
- You are going to choose Delimited
Click on next
- And select the “comma” option
Straight way you will see that Excel puts your data into columns
You can click on finish at this stage to open the csv in a Excel format.
From here on you can work on your data.