Acctivate Data Extract Utility

The quick and easy way to get your data out of Acctivate.

What Is It?

Our Acctivate Data Extract Utility (ADEU) is a spin off of our QuickBooks Enterprise Data Extract Utility. While working with our Acctivate customers we often find that when we create custom reports the users will export to Excel so they can work with the data more. While this is a completely acceptable method, it does require that you pay close attention to how the report is formatted so it will export to Excel without extra rows and columns, and we just felt there had to be a better way.

With ADEU we no longer have to painstakingly format Crystal Reports, to ensure they export cleanly, and all we have to do is create the needed SQL queries to pull the exact data our customers need. Better yet, if you know how to work with SQL you can create your own queries and load them into the utility.

Dynamic

Output File Formats

Automation

We have worked to make the ADEU as dynamic as possible, knowing everyone may want to use it differently. You’re able to set up as many queries as you need and you can connect to as many Acctivate databases as your organization has configured.

We have also added the ability to add parameters to your queries. This allows you to pass in info to the query like a specific Customer or maybe a specific product class and you can even set up dynamic dates, allowing you to run the same query every month without having to change the query.

Once you have your query ready to go you have several options of file types you can create. Below is a list of the currently available options:

While quickly creating data files you can work with is great, it’s even better if it can all be done without the need to manually run the queries.

With the use of Windows Scheduled Tasks you can run any number of your queries at any time of day or night. We’ve given you the power to group queries together, or run them one at a time, it’s all up to you.

Not only can you save the files locally you can have the files sent via FTP, or Emailed, to as many recipients as you’d like, depending on your needs.

Use Case Examples

Do you have sales reports that you send out to each of your sales reps every week?

With ADEU you can create a query to pull the needed data and create an Excel file for each rep individually. Then with no additional effort, have each one of those files emailed directly to the rep while also sending a copy to yourself and/or their manager.

Do you need to send a list of your available inventory to your customers on a nightly basis?

And do some of them want to receive that list via email and others need you to FTP the results to them for automatic loading into their site?

That's ALL possible with ADEU

You set it up once and with the use of the Windows Scheduled Task your files will go out every night to everyone who needs them.