For users of the TourCMS tour operator ecommerce platform
make CSV or XML export files for accounting software
Hi Paul,
I would like to make export files from TourCMS. These export files can be used as import files for our accounting software.
The export files should contain the following fields:
- invoice number
- invoice currency (fixed in our case)
- total amount invoiced
- invoice date
- TourCMS booking number
- client name or TourCMS client number
- some other fields, most of them being fixed for the whole accounting year (in total 40 fields)
Here are the required definitions from our accounting software:
http://www.exactsoftware.com/docs/DocView.aspx?DocumentID={4c7736b5... and here is English version: http://www.exactsoftware.com/docs/DocView.aspx?DocumentID=%7B249bac...
How can I, lets say per every two weeks, make such files? Can you give some leads? I believe may of the current accounting software types can handle XML or CSV import/export.
Many thanks!
Luit
Views: 52
Replies to This Discussion
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Permalink Reply by Paul on -
Hi Luit,
A good place to start might be the invoices export, have you taken a look at that? (Reports > Give me my data > Invoices Export). Does that contain all the variable information you would need?
If so then I think it would just be a case of building an Excel spreadsheet which pulls in the information required from that export and adds on the fixed information and presents it in the order required.
Paul
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Permalink Reply by Actief in Tsjechie on -
Hi Paul,
Fields that need to be added to Invoices Export should be:
- client name (debtor)
- description, e.g. booking name
If these fields could be added then we can go to step two, the construction of a CSV or excel parser.
Regards, Luit
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