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Version 24 (Build 2.04) 
April 17, 2024
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Navigation: QuoteWerks Help > CHAPTER 24: Utilities > Data Manager

Export using the Data Manager

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Create Empty (template) DataSet file with Basic Columns (for new items import)

This option allows users to create a DataSet file that only contains the columns that are necessary for a basic minimum-required import. Users can then populate this DataSet file in Excel and import on the Import Tab.

 

Create Empty (template) DataSet file with ALL Columns (for new items import)

This option allows users to create a DataSet file that contains all columns relevant to the item being exported. Users can then populate this DataSet file in Excel to fully control its content.

 
Create DataSet file with ALL columns and ALL data

This option allows users to create a DataSet file that contains all columns relevant to the item being exported, as well as the data present within the item so it can be modified, transferred or backed up.