Importing and Exporting Data

Importing/Publishing

This screen allows you to manually import and publish data from your accounting system.

If the Enable Automation checkbox is selected:

• Items will automatically import and publish per hour

• Customers, pricing and invoices will import and publish automatically once per day, overnight

Open

Exporting

This screen allows you to control the automatic export of data from the website to your accounting system.

If automation is selected:

• Customers are automatically exported to your accounting system after registration and the processing for their first order.

• Orders and payments are automatically exported to your accounting system after the order has been completed on the website.

If you do not wish for this to be automated;

• Customers can be automatically exported/revoked/deleted in the ‘Manage Buyers’ section of the CMS (under the eCommerce tab).

Open

• Orders can be manually exported in the ‘Web Orders’ section of the CMS.

  • Select View on the order, scroll down and select an export option.

• Payments can be manually exported in the ‘Web Payments' section of the CMS

  • Select view on the pending payment and select an export option.