Exporting Entity Data

You can use the Data Loader to export information for a system business entity to a flat file or text format. The export creates a text file in the Data Loader File Format.

Follow these steps to export information using the Data Loader:

1. From any page in the system, select Execute System Interface from the Actions menu on the Menu Bar.
   
   The system takes you to the System Interface component, which displays a list of all the available interfaces.

2. In the list, select Export Entity Data by clicking that row.
   
   The system automatically displays Select Data on the Settings menu on the component subheader, and it displays a Quick Find search box for locating the data.

3. Type criteria in the Quick Find search box, or click Show first 10.
   
   The system displays a list of all the data in the system that match your search criteria.

4. Select the data you want to include in the export.

5. If you want the export file in a comma-separated values (csv) file format, select Set Parameters from the Settings menu on the component subheader and select the CSV Format check box. (Otherwise, the file is created in columnar format.) If you export a csv file, the export file includes a header row with field labels before each section of entity data.

6. If you want to schedule the interface to run at a later time, select Schedule Interface from the Settings menu on the component subheader. For more information, see Scheduling a Process.

7. Click the Execute button on the component header.
   
   The system runs the export process. You can monitor the status of the export process and view the resulting output files on the Process History Overview component. In the process history, the system displays a Process Running message until the interface completes. The finish time and success of a process is not displayed until it concludes. For more information about using the Process History Overview component, see Viewing Process History.
   
   The system generates the export files and saves them on the Process History Overview:
   
   entity_data.dat (for columnar format)
   
   entity_data.csv (for csv format)
   
   The system also generates two log files containing a summary of the information that was successfully exported and any errors that occurred. The log files are saved on the Process History Overview. To view the contents of the export files, you must have access to the folder where the system places them by default.

8. Note: Certain models cannot be exported with the Data Loader process. For a list of these models, see Data Loader Limitations.

Related topics:

Data Loader File Format