Introduction: Sage X3 provides the functionality of creating\updating the transactions using an Import/Export template. We can use import/export templates quite often for importing huge data with ease. We need to setup some parameters in order to export data in a particular format. We came across a scenario where users need to export data in a flat file format having tab separated records.

To achieve this follow below steps:

1. Navigate to: All > Setup > Usage > Imports/Exports > Import/Export template
2. Enter all the necessary details regarding objects, function. Select the Import, Export checkboxes as per requirement.
3. Select File type as “Flat” and set Field separator as “\009”. Refer below screenshot.

Fig 1. template setup

• Enter table details and fields to be exported. You need to make sure that there should not be “/” separator in Fields section as highlighted below. Otherwise you will get below error.

Fig 2. separator setup

Fig 3. separator error

• Click on Create to create template

Now, you need to export the sales order using the template ZSOH as created above.

1. Navigate to Usage > Usage > Import/Exports > Export.
2. Select template “ZSOH”.
3. Enter sales order number to be exported and click on OK.

Fig 4. export data

• You will get the data exported in a desired manner. Refer below screenshot.

Fig 5. flat file export

Similarly, you can export the data with fields’ headers. For that, you need to select file type as “With headers” as follows.

Fig 6. fields with headers

Now, when you will export the sales order, you will get file with the fields having headers as field descriptions from respective tables in below format.

Fig 7. File with field headers

Thus, we can export data in a flat file format with fields having headers and tab separated manner too.

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Greytrix caters to a wide range of Sage X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.