Documentation/ Integrations with external programs/ Other programs
Other programs: exporting to Excel
If your management program is not among the integrations available, the data still comes out: almost every table in the application exports to Excel. And if your program is a common one, an integration can be looked at.
Any list › the export action
On this page
The position
Dijit.app has an integration of its own with a specific set of programs. With the rest, data goes out through Excel and loading into the other program is done by hand or through its own importer.
| With an integration | Without one |
|---|---|
| A specific send or export button. | A general export to Excel. |
| The format that program expects. | A spreadsheet format, which can be adapted. |
| Validation beforehand on direct sendings. | None. |
Exporting to Excel
The document lists and the master screens offer an export to a spreadsheet. The behaviour is the same on all of them:
- With rows ticked, it exports just those.
- With nothing ticked, it exports whatever matches the filters or search in force.
- The download includes every field, not only the visible columns.
Combined with the filters, that lets you pull out exactly the set you need: a period, a supplier, a project, a status.
What can be exported
| Screen | What comes out |
|---|---|
| Document lists | The documents with their header details. |
| Product master | Each item's complete record. |
| Supplier and client masters | The records with their details and their accounts. |
| Chart of accounts | The accounts. |
| Product categories | The classification tree. |
| External catalogue | Your own trade references. |
Preparing the file for your program
The general export is in no particular program's format. To load it into yours, the usual course is:
- Export the filtered set.
- Reorder and rename the columns to suit what your importer expects.
- Check the delicate formats: dates, decimals, and codes beginning with a zero, which Excel eats if it treats the column as a number.
- Import into your program.
Worth building the transformation once, with a template sheet, rather than redoing it every month.
Asking for an integration
The application's own answer to this question is direct: if your program is a common one, tell us and we will look at it.
For the request to be useful, worth including:
- The program's name and version.
- Whether it has an interface or only file imports.
- An example of the file your program imports, if it is documented.
- Your monthly volume of documents.
The programs named at sign-up
On the sign-up form you choose which program you work with, and that choice switches its integration on.
If you chose none then, or you have changed program, ask Dijit IA for it: the assistant prepares the ticket and support switches it on. Until it is switched on, that integration's buttons do not appear in the application.
Things that come up
| What you see | Why | What to do |
|---|---|---|
| The program was chosen at sign-up and the button is not there | It has not been switched on for that company yet. | Ask Dijit IA for it. |
| The export brings more rows than expected | No rows were ticked and everything filtered was exported. | Tick the rows, or narrow the filters before exporting. |
| The codes lose their leading zero | Excel treats them as numbers. | Format those columns as text before saving. |
| The other program's importer rejects the file | The columns do not have the names or the order it expects. | Transform it with a template of your own. |
| The transformation has to be repeated every month | It is done by hand each time. | Build the template once and reuse it. |