Exporting data from Smart

Smart provides numerous ways to make data stored in the Smart database available to other applications, for example spreadsheets, word processors, report writers, and accounting packages. Custom interfaces can also be provided which enable complete (two-way) integration with other software packages.

This section of documentation is incomplete. Please contact Smart Support for assistance

Linking to the Smart database from other applications

Applications such as Microsoft Word, Microsoft Excel, Crystal Reports, and many others (provided they can access ODBC and SQL) can access information from the Smart database. Refer to the Excel section for information about these terms and an example of how to link.

Exporting from Reports

You can export the output of any Smart report as a text file by choosing to preview the report, then clicking on the letter T which appears near the Print button:

You will be asked to enter the name of a file to create.

The text file can be opened in a spreadsheet program (e.g. Excel) or a text editor (e.g. NotePad). Depending on the layout of the report you may be able to specified fixed width columns in a spreadsheet which will make it easier to manipulate the output.

Customer Mailmerge

Select \Accounts \Export/Import \Customer Mailmerge from the Main Menu.

Export to Spreadsheet

Select \Accounts \Export/Import \Export to Spreadsheet from the Main Menu.

The primary purpose is to export the selected services in a .CSV file which is compatible with most spreadsheet programs. However this also allows you to preview or print the output in a spreadsheet-like format.

The 'BAS Number' shown in the spreadsheet is the GL code set in the Customer Rates window. If no code is set in this window, the GL code set in the Service Code details window is used.

Print Customer List

Print Customer Labels

Export to General Ledger

See also Listings

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