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How to export static values using template in Sage X3

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As we know, Sage X3 provides special functionality to export/import data from/to X3 respectively. The import/export functionality is basically used to create or update transactions in X3. However, data export is the extraction and conversion of raw data from their existing format into a format required by another application. We export data either as a backup data or to move it between two different versions of programs. The export function in X3 is used to extract data from the database to ASCII type file (with fixed length or variable with separators), whose structure is described by an import/export template.

There may be a case where you need to export static or hard coded value for a particular field that is to be integrated in different application. If you want to set default value in the field from another application then instead of entering it manually, you can add the static value to template and export it. For example, if you want to identify the sales orders to be integrated into another application is from Sage X3 or not. Then in such cases, we can make use of static value functionality and you can easily achieve this using a template. Though there are columns as “Table name” and “Field” , we can achieve this by simply putting the hard coded value in double quotes in “Field” column.

Follow below steps for the same.

  • Navigate to: Setup > Usage > Imports/Exports > Import/Export templates
  • Select template to which static field is to be added.
  • Navigate to fields section and insert a line with table name. Here, in the “Field” column you can enter static value in double quotes. This value will be then exported for each record.
  • Below is an example where, we have added static value “X3 ORDER” as a field.

Refer below screen-shot for the same.

Fig a: Setup

Now, whenever you will export any sales order transaction in X3, you will get “X3 ORDER” value exported at the defined position in template. Refer below example for better understanding.

  • Navigate to: Usage > Imports/Exports > Exports
  • Select template name ‘YSOH’ and enter transaction numbers to be exported.
  • Click on ‘OK’.

Refer below screen-shot for the same.

Fig b : Sales order export

Export output:

Fig c : Output

Here, for both sales orders ‘SONAO0120024’ and ‘SONAO0120025’, customer order reference is exported as ‘X3 ORDER’.

Thus, you can export static/hard coded values using import/export template in Sage X3.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.


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