Customisable Download Formats
Many Accounting Packages and Job Costing Software packages allow customers to import price lists into them electronically.
Some of these have written TradeDoor specific import routines which means you can use our default download formats, others however require a custom format, check our list of known compatible software packages to find out which format you need.
If you need a custom format or if your package does not appear in the list below please contact the TradeDoor team as we maybe able to create this for you automatically.
Otherwise to create a custom format to download your prices in click on Custom Format under Settings.
Customising a TAB Delimited Format
To create a Custom TAB Delimited Format or downloading your prices in click the Create New button, this will take you to a page where you need to choose the Format Type, Output Type, Title, Filename and Extension you want to use for your download.
Setting | TAB Delimited Values |
---|---|
Format Type | Price |
Output Type | Flat |
Title | The name you want to call this format e.g. MYOB |
Filename | The name of your dowloaded price file e.g. account_number_tradelink_prices |
Extension | TXT |
Once you've specified these click the Save button and it will reveal the feilds you can include in your download, along with some other options for example whether you want your download to include a Header Row and what you want the fields seperated.
For TAB Delimited Formats you just need to make sure you set the Field Seperator to {TAB}
Once you've set these you can start adding the fields you want to include in your download, to do this simply click on it and holding your mouse button down drag it across to the left under the Data_Rows heading until you have added all of the fields you want to add.
If you add a field by accident and you want to remove it just click on the field name and click the remove button as per the screnshot below
As well as our fields you can also add your own fields such as GST Codes or GL Codes to your download, to do this just drag the Custom Text field into the File Contents and click on the Custom Text label.
This will open the field and allow you to give it your own name and value e.g. GST_Code with a value of S15
Once you have added everything you want simply click the Save button and your new format will be available for you to download your prices in.
Customising a Comma Separated Format
To create a Custom TAB Delimited Format or downloading your prices in click the Create New button, this will take you to a page where you need to choose the Format Type, Output Type, Title, Filename and Extension you want to use for your download.
Setting | Comma Delimited Values |
---|---|
Format Type | Price |
Output Type | Flat |
Title | The name you want to call this format e.g. XERO |
Filename | The name of your dowloaded price file e.g. account_number_tradelink_prices |
Extension | CSV |
Once you've specified these click the Save button and it will reveal the feilds you can include in your download, along with some other options for example whether you want your download to include a Header Row and what you want the fields seperated.
For TAB Delimited Formats you just need to make sure you set the Field Seperator to {TAB}
Once you've set these you can start adding the fields you want to include in your download, to do this simply click on it and holding your mouse button down drag it across to the left under the Data_Rows heading until you have added all of the fields you want to add.
If you add a field by accident and you want to remove it just click on the field name and click the remove button as per the screnshot below
As well as our fields you can also add your own fields such as GST Codes or GL Codes to your download, to do this just drag the Custom Text field into the File Contents and click on the Custom Text label.
This will open the field and allow you to give it your own name and value e.g. GST_Code with a value of S15
Once you have added everything you want simply click the Save button and your new format will be available for you to download your prices in.
Customising an XML Format
To create a Custom XML Format or downloading your prices in click the Create New button, this will take you to a page where you need to choose the Format Type, Output Type, Title, Filename and Extension you want to use for your download.
Setting | XML Values |
---|---|
Format Type | Price |
Output Type | XML |
Title | The name you want to call this format e.g. XML Format |
Filename | The name of your dowloaded price file e.g. account_number_tradelink_prices |
Extension | xml |
Once you've specified these click the Save button and it will reveal the feilds you can include in your download, to do this simply click on it and holding your mouse button down drag it across to the left under the Data_Rows heading until you have added all of the fields you want to add.
If you add a field by accident and you want to remove it just click on the field name and click the remove button as per the screnshot below
As well as our fields you can also add your own fields such as GST Codes or GL Codes to your download, to do this just drag the Custom Text field into the File Contents and click on the Custom Text label.
This will open the field and allow you to give it your own name and value e.g. GST_Code with a value of S15
Once you have added everything you want simply click the Save button and your new format will be available for you to download your prices in.
Compatible Software for Price Imports
The following is a list of compatible accounting/job costing packages and the formats they require.
NB: If the require a custom format, please contact the help desk because we maybe able to build this for you automatically.
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