How to Copy All Export Processor's Templates from One Company to Another

How to Copy All Export Processor's Templates from One Company to Another

Release Date: 09/06/2023
Version: 8.0 & Up

Q -  How do I copy all my export processor's templates from one company to another (e.g., from company 03 to 08)? See sample screen below for all my templates:


A - In your example, you can copy the table SYMSEMTP.BTR from the DATA_03 to the DATA_08 folder.  SYMSEMTP.BTR stands for System Mass Email Templates. This table stores templates for both Mass Email and Export Processor, so this copying will override all templates for Mass Email and Export Processor from company 03 to company 08.

Please make sure that you don't have any users using Mass Email or Export Processor in both source and target companies when you perform this copying operation. It is always prudent to have a backup copy of this file before you override it.

Also, the Export Processor may reference attribute codes.  If your templates reference attribute codes, we assume the target company has the same attribute codes set up.  If that's not the case, you can either manually set up the missing attribute codes in the target company, or consider copying the following tables:
  • SYATRFIL.BTR - Attribute Codes Table
  • SYATRENH.BTR - Enhanced Attribute Codes Table
  • SYCDVALU.BTR - System Code Values Table (Support Enhanced Attribute if you use it)

EMK


    • Related Articles

    • How to Copy Laser Form Templates from Company to Company

      A - We use the Multi-Company feature in Elliott. We recently created a new company (from scratch) and would like to use the laser forms from our other company (invoice, pick, pull, order and check.) Do you have any instructions on how to do this? Q - ...
    • Using the Export Processor to Export Data

      Q: It has been a while since we used the Export Processor to Export Data from Elliott. I remember how to select the category and choose the search data, but I can't remember how to select all the fields that need to be processed for export. Can you ...
    • How Do I Give Someone Access to Export Processor?

      Q - How do I give someone access to Export Processor? A - There are two levels to this question: How to give a user access to Export Processor; How to give a user access to each specific "Group of Records" in Export Processor. How to Give a User ...
    • Export Processor Limitation on Processing Large Amount of Records

      Release Date: 5/13/2021 Version: 8.0 & Up Q - I exported all invoice header records from our production company using Export Processor. No filters were used. As you can imagine, this took a long time. No errors were encountered while it was ...
    • New Elliott PSQL Server Processor and RAM Suggestions

      Q - We are going to upgrade to a new Windows Server 2012 R2 for PSQL 11 64-bit by the end of the year. Does PSQL take advantage of additional Intel processor cores and/or give some advice or algorithms on the amount of RAM that should be installed in ...