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2.33. Is there a way to export my EstiMate Customer List so that I can import it from another program?

Q:  I would like to be able to export my EstiMate Customer List, so that I can import that list into my PDA.  Is there a way to do this, and if so what formats can the list be exported as?

 

A:  Yes.  Just about anything you can print in EstiMate can be exported out of EstiMate using the "Print to File" option.  If the file coming out of EstiMate is not in the exact layout/format required by your other applications you can always edit it using another program like MS Excel or Open Office Calc.

 

To export your EstiMate Customer List (or any other list from EstiMate):

Before you begin check with your other applications documentation to see what types of files can be imported.  Most applications that allow you to import data will accept text files, so if you are unsure choose Text as the export type.

• Open EstiMate

• Click on the Quote And Produce tab > People > Customers

• When the Customer List comes up click the "Customers" button at the bottom left, and go to "Reports" > Customer Phone List, or Customer List Complete depending on how much information you need.  (Customer Phone list will give you the Company Name, Contact Person, main Phone number, and Email address for all of your customers.  Customer List Complete will give you all of the information available in EstiMate for every customer).

• Next you will see a preview of your Customer List.  Click the "printer" icon in the upper left corner.

• When the Print dialog comes up you will see a "Print to File" check-box about a 1/3 of the way down the screen.

• Check the "Print to File" box.

• Select the type of file you want to export the list as.  You have 5 choices; Text, Report Emulation Text, PDF, Excel, and RTF (Rich Text Format) files.  (If you think further modification of the file will be required then Text or Excel files are you best choice).

• Choose where to save the file.  Click the box with the three dots ([...]) at the end of the where field.  Select where you want to save the file, and be sure to give it a Filename.

• Click the "OK" button.  The list will be saved in the format you selected.  It will not be printed out.

 

Now check with your other applications documentation to see if any formatting needs to be done to the file before you can import it.  If so Excel, Open Office Calc, or even a simple text editor should allow you to get it in the format it needs to be in to import it.