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1. Choose which file you want to export data for by clicking on the down arrow and selecting the appropriate one, for example
Orders
2. Choose the file format you are exporting, either Dynamics version 3 or version 4. ASCII can also be used when interfacing to external systems. See the ascii layouts in the RemoteDesk manual.
3. The data path being exported to comes from the Accounting Data option set in the Company Profile.
4. Selection criteria: When you export orders you have the ability to enter a site number, order number range and order date range.
5. If you are exporting orders, you can also choose to re-export previously exported orders by clicking on the option Process previously exported orders.
6. Once you have completed your selection criteria, click on the Export button.
7. Export Information screens - When exporting customers and orders to Dynamics, there are extra data option screens that are displayed. These prompt for specific information and settings that RemoteDesk requires to post into your Dynamics database.