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TRAXsales has the ability to export sale information in a specified order to a specified location for importing to your business software. The configuration page is in the same location as the import configuration < Maintenance > < Customer / Editing > < Customer Import / Export >. Select the recommended sequence of check boxes as shown below. You may choose a different sequence. Selecting save will bring the checks all together. Edit the corresponding numbers for the correct numerical sequence and select save.
Setup
the Import Directory. Select < Browse > locate the TRAX
import_export directory in the C: drive and open it. Highlight the
Target.txt file and select < Open >. This points the import function
to this location.
The
path C:\TRAXimport_export will appear in the Import Directory field.
Select > File > Save. The
configuration page to export information from your TRAXsales software.
Select > Maintenance > File > Properties > Upboard Tab > and place a check in the box to the right of the line > Interface with Business Systems >. The configuration is now complete.
A file will appear in the C:\TRAXimport_export directory as shown below ready for you to import.
Note: The file Target.txt contains no information and is used only as a location identifier to
point the software to the designated location.