Help Center

You can determine when a file will go over to the File Sharing account based on its status. There are three options you can choose from.

Non-Final: Any asset that is uploaded to a ticket will go over the your file sharing account with the next sync. You would need to mark it as final on a print or digital ad ticket to prevent it from going over.

Final: Assets that are marked as final on Print or Digital tickets or any asset uploaded to a service or digital media ticket will go over to your final sharing.

All: Whenever an asset is uploaded to a ticket, no matter the status, will go over to your file sharing account.

Turn on automated nightly export processing.  The system will generate all of your system exports each evening.  You can also generate your exports manually.

Choose if you want the system to export ticket assets to a single folder to your file sharing account. Otherwise, the system will create a file structure based on your system alias names.

You can choose to export your data to your FTP site. The exports can include a database back-up if you enable the FTP backups. You must complete all of the configuration below to receive your export files.

Export FTP Database Backups Directory

 Export FTP Username

 Export FTP Server

 Export FTP Password 

Export FTP

Export Files Directory 

Enable FTP Database Backups

You can export your MagBuilder final layout to an FTP site. This can include your printer's site. You can trigger the export by using the Sync to Printer action in MagBuilder. You must update all of the below settings to use the MagBuilder export.

Magbuilder Issue Export Enabled 

Magbuilder Export FTP Username 

Magbuilder Export FTP Server 

Magbuilder Export FTP Directory 

Magbuilder Export FTP Password 

Magbuilder Export FTP Port

Enable the system to export files to your FTP site.  You must have your FTP site configured in order for this feature to work.

Prepend financial export items with financial account number information.

Specify whether the system should only export GL transactions for the current period.

Set the file format for your general ledger records.  Each format has specific fields and is build for import into other financial systems.  You can review each of the formats in detail in the GL Documentation.

Simple: A basic format that will include the debit and credits in two columns.

Peach Tree: It is built to map with a Peach Tree journal import.

Intacct: There is an internal setting to include deferred transactions. You must contact support to enable the deferral tracking.

Great Plains: You can include a discount GL transaction for this export. You must contact support to enable this feature.

QuickBooks: Make sure to set all other export files to CSV if using the QuickBooks GL export. The QuickBooks GL export does not export directly to QBO. The file must be exported and imported using a 3rd party tool.

Naviga: A GL export format built to map with a Naviga data import. When set to Naviga, you should also set your Export Invoices and Export Payments Formats to CSV, and the File Export Delimiter configuration to use a comma.

Consolidate Financial GL exports into a summarized data format. The system will export the summary daily. The summarized view will group debit and credits based on GL Codes.

If you set this field to yes, any new company will automatically export the next time your exports are run.  This is particularly important if you are integrated with QuickBooks Online or Xero. If you don’t want the system to automatically create companies in QBO or Xero, you should set this field to no.  You can manually export companies as needed.

When set to no, companies will never be automatically marked for export.

When set to On Order Finance Approval, new companies will be automatically marked for export only when they have an order that is fully approved.

Export files will be split on a per Publisher basis. The system will export a file for each publisher you have in your system. The split feature will help to keep your financials separated.

Choose the delimiter character you want to use in your system export files.  By default, the system will export in a pipe-delimited format. Commas and semi-colons are also common characters to use. Make sure to choose a delimiter that will allow you to import the data into your financial system.

The system generates file exports for different data from your site. You can choose the format you want to use for the following data sets. Data is added to exports when it is first created or modified. A new record that isn't modified will only export once, unless you choose to mark it for re-export.

Activities

Companies

Contacts

Orders

Invoices

Payments

AP Payments

AP Invoices

Vendors

Subscribers

Subscription Invoices

Subscriptions Payments

Contact List

Publication Subscription

The system allows you to use the following formats for each of the above data sets:

None: Use this if you never want the system to generate exports.

CSV: The system will generate a comma separate file format you can download from the export history.

QuickBooks: The QuickBooks format is formatted for import into QuickBooks desktop using a 3rd party tools and for direct import into QuickBooks online. You must set the type to QuickBooks if you use QuickBooks online integration and want the data to pass automatically.

Xero: The Xero format is set up for import into Xero accounting using third party tools and for direct import into Xero. You must set the type to Xero if you use the Xero integration and want the data to pass automatically.

Omeda: The Omeda format is used for bringing data into Omeda, such as contact lists and subscriptions. If your exports are set to Omeda, you may also want to review the Incremental Publication Subscription Exports, Simple Digital Media Exports, and FTP system configurations.