Transferring sales data from your Epos system into your accounting software can be a time-consuming and manual process. However, with Access Epos, you can streamline this by automating the export of sales data in CSV format. This can be sent either via email or to an SFTP destination for importing into your financial package.
Set up CSV exports in Access Epos
To begin automating your sales data export, follow the steps below:
Send your requirements to our Professional Services team.
The specifications need to detail the format and structure of the file.
You can submit this in either Excel or CSV format.
Run the CSV exports either manually or via an automated process:
Manual export: You can manually run the CSV export at any time.
Navigate to System Maintenance.
Click Utilities, then select CSV Export.
Generate and download the CSV file.
Automated export: Automate the export process using the export scheduler.
Navigate to System Maintenance.
Click Utilities then select Export Scheduler.
Schedule when to run the CSV export.
This sends the file to your preferred destination, email, or SFTP.
Contact our Professional Services team
To get started, contact our Professional Services team with your export specification. Once we've set up the CSV export, you can automate the process and eliminate the need for manual data entry into your financial system.
🤓 Tip: By automating this workflow, you’ll save time and reduce errors, ensuring accurate and timely financial reporting.
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