Exporting Data

GlobalWare provides the Export Type dialog box to export the following kinds of data (depending on where you access the dialog box from):

• Names, addresses, phone numbers, and e-mail addresses from the Account ID (AccountId) table (if accessed from the Account ID screen)

• Branch and STP location information from the Agency ARC Number (ArcTable) table (if accessed from the Branch & STP Locations screen)

  The export file for locations includes the following data:

  • Branch number
  • Satellite ticket printer (STP) number
  • ARC number for the branch or STP location
  • Branch or STP location name
  • Address lines 1 through 3 for the branch or STP location

This topic describes exporting both kinds of data.

Exporting Account ID Data

To export account ID data:

1. Select the Accounts menu then Account ID.

2. Enter search criteria to list the accounts you desire. For more information, see Using the Account ID Screen. Accounts that match the search criteria appear in the Search Results grid.

3. Click EXPORT. The Export Type dialog box appears.

4. Complete the fields as appropriate.

   Field descriptions

   The following table describes the fields on the Export Type dialog box.

   Field	Description
   File Type	Type of formatting to use in the export file. Select one of the following options from the drop-down list: Comma Delimited Text – Separates fields with commas. Excel Format (XLS) – Exports data to a Microsoft Excel spreadsheet. Fixed Length Text (SDF) – Makes all fields a fixed length. Tab Delimited Text – Separates fields with tabs.
   Use Quotes	Indicates whether to include quotes around each field.
   Include Phone Fields & Email	Indicates whether to include phone and e-mail account information as part of the exported data.

5. Click OK.

   The Export to screen appears.

6. In the File name field, type the name of the file.

7. Click Save.

   By default, GlobalWare saves the file to the GlobalWare\GWUser folder within your local user folder (C:\Users\userfolder\GlobalWare\GWUser).

Exporting Location Data

To export location data:

1. Select the Systems menu then Branch & STP Locations.

2. Click EXPORT. For more information about the Branch & STP Locations screen, see Branch & STP Locations.

3. Complete the fields as appropriate.

   Field descriptions

   The following table describes the fields on the Export Type dialog box.

   Field	Description
   File Type	Type of formatting to use in the export file. Select one of the following options from the drop-down list: Comma Delimited Text – Separates fields with commas. Excel Format (XLS) – Exports data to a Microsoft Excel spreadsheet. Fixed Length Text (SDF) – Makes all fields a fixed length. Tab Delimited Text – Separates fields with tabs.
   Use Quotes	Indicates whether to include quotes around each field.

4. Click OK.

   The Export to screen appears.

5. In the File name field, type the name of the file.

6. Click Save.

   By default, GlobalWare saves the file to the GlobalWare\GWUser folder within your local user folder (C:\Users\userfolder\GlobalWare\GWUser).