Submissions: Setting Up the Export Format

Getting Started

Use the Format tab to designate which fields will be exported from your submissions.


Drag any field you need from the left side of the screen and drop it on the the right side of the screen. To delete a field, click on the row button and hit your Delete key. To reorder the fields, drag the row button and drop it at the location you desire.

Repeating Data


If the form contains either Repeating Section controls or Table controls, see this walk through article on how to handle repeating data.

Column Names

If desired you can provide column names in the Name field.

If you don't enter a column name, the braces will be removed from the value field and the resulting value will be used as the column name:

Value Column Name Result
{First Name} First Name
{FirstName} {LastName} FirstName LastName
If column names don't show up in the export (Text and Excel), make sure the Include Column Names check box on the Advanced tab is checked.

Combining Fields

You can combine multiple fields and static text in the same column:

Value Export Result
{FirstName} {LastName} Dan Smith
{LastName|, {FirstName} Smith, Dan
{AddressLine1} {AddressLine2} {City}, {State} {Zip} 123 Main Apt 4 Anywhere, KS 12345

Calculating Values

A wide variety of calculations can be performed on submission data. See here for more details.

Data Types

You can designate the correct data types using the Data Type column. When records are exported the Data Type will have the following effects:

  • CSV
    • Text fields will be wrapped in quotes.
    • Integer, Decimal and Date Time fields will have any commas removed and will not be wrapped in quotes.
  • Excel (xls and xlsx)
    • Integer and Decimal fields will be formatted as numbers in Excel.
    • Date Time fields will be formatted as date or time.
  • Access (mdb and accdb)
    • Boolean fields have a default value of No if no value is entered.
    • Integer and Decimal fields have a default of 0 if no value is entered and "Send NULL for blank values" is not selected.
  • Sql (2000 and 2005+), MySql, Oracle, Sybase ASE, ODBC
    • Boolean fields have a default value of 0 (False) if no value is entered.
    • Integer and Decimal fields have a default value of 0 if no value is entered and "Send NULL for blank values" is not selected.
  • All Export Targets
    • Text fields that have a single Date/Time control as the value source will be formatted using the format strings set at Tools | Options | Jobs | Submission.

For guidance on working with date / time fields, see here.

Auto Created Tables


When exporting to an SQL target, if the SQL statement in Sync & Save is not customized and the target table does not exist, Sync & Save will attempt to create a table using the following data types:
Access
Sql 2000
Sql 2005+
MySqlOracleSybase ASE
BooleanYes/NobitbitBITVARCHAR2(10)bit
IntegerNumber (Long Integer)
intintINTINTint
DecimalDoublefloatfloatFLOATFLOATfloat
Date TimeDate/TimesmalldatetimesmalldatetimeDATETIMEDATEdatetime
TextText (255)
varchar (1000) / nvarchar (1000)varchar (1000) / nvarchar (1000)VARCHAR (1000)VARCHAR2 (1000) / NVARCHAR2 (1000)
varchar (1000) / univarchar (1000)
Long TextMemotext / ntextvarchar (max) / nvarchar (max)
TEXTCLOB / NCLOBvarchar (1000) / univarchar (1000)
AttachmentImageimage
varbinary (max)
BLOB
BLOB
N/A
These defaults can be customized at Tools | Options | SQL.

Attachments


Sync & Save can output attachments directly to all supported SQL systems except for Sybase ASE. Drag the attachment field to the Value column and select the data type of Attachment. If you leave the Data Type as Text, then the URL to the attachment will be exported.



Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to Sharepoint.com
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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