Export settings

With the Export function, you can export your documents to various formats, which can then be used, among other things, for import into the accounting systems you use.

- after consultation we are able to custom create XML, CSV, TXT...

You can manage and set up Exports in (1) Settings → (2) Integrations → (3) Export.

Wflow automatically offers exports to: Money S3, Money S4/S5, Kros - OMEGA SK, PREMIER, Excel, ISDOC, XML, MRP and Ježek SW DUEL & Stereo.

A new export can be created with the + button.

In the Definition section, you will select/search for the names of the columns to be exported for the given documents.

You can then define the order of the selected columns by dragging and dropping them in the right-hand section, where your selected attributes are.

In the Options tab, you can choose the format: Text file/CSV, or Excel sheet.

According to your preferences, you can choose if you want to display the Header (column name) in the exported file. You can also select the format of the date values.

For Text file / CSV you can also select Encoding, Delimiter and Quotation marks.

After clicking the Save button, the configured export will be saved and will then be available for use in the Documents overview. The created export can also be edited, copied, or deleted.

The Export function is available in the Document Overview.

User has a choice to export either the entire list (using a filter is possible) or only the marked documents.

Full list export

Marked documents export

Clicking the Export button will display all available exports. To select the one you want, click on the Export name in the list. Here you will also find the option to set your documents as exported to ERP.