3 Ways to Export Data from you Free Purchase Order Software

Melonie wants to give the Free Version of SpendMap a try but she doesn’t know what the future may hold for her startup company…

“I ran across your free procurement system and I am wondering how easy it is to get the data back out of the system if the company decides to change systems down the road.  Is it possible to easily dump the data into excel and switch systems?”

Sure thing Melonie.  We hope you stick with us but you can get all your information out of SpendMap anytime you want.  You can export your data to Excel and other types of files too (e.g. ASCII, TXT, CSV).

First off, any of the reports in SpendMap can be exported to Excel.  Think Purchase Order history, department spend history, item history, etc…



There are also many dedicated export utilities for common things like Master File data (suppliers, items, users, account codes, etc.).  Check out the options under the Utility > Data Interfaces section of each module.

Finally, in the unlikely event that you need something that isn’t included in the reports or dedicated exports, you can get at anything else using Utility > Data Interfaces > Export Any Table.

Growing with SpendMap

Please also keep in mind that, as your company grows, SpendMap can grow along with you.

As your needs expand, you can upgrade from the Free Version of SpendMap to our paid/commercial version at any time to get access to additional modules/functionality, more advanced technology (e.g. web-based, mobile support, etc.), and we have a full line of Professional Services that larger companies will appreciate, like training and implementation consulting, custom programming, and so on.

When you upgrade from the Free Version to our paid/commercial version, we can bring all your information forward, including all your Purchase Order and other history, master files, configuration settings, etc.


Options for exporting data from your free Purchase Order Software

You may have noticed that there is more than one way to export items, suppliers, PO history and other data out of the Free Version of SpendMap.  I am referring to the “Export Any Table” utility versus the “dedicated” export utilities under UTILITY > DATA INTERFACES in each module…

export data from PO system

While you could use Export Any Table to export the same data that is available via the dedicated export utilities, the dedicated exports provide some additional features that might come in handy if you’re going to be doing this on a regular basis, such as…

  • The dedicated exports allow you to set up “export templates”, so that you don’t have to manually select the fields that you want to export each time.
  • When configuring the dedicated exports, you can specify the location/position of each field in the export file.  While Export Any Table does allow you to select the fields that you want to export, you cannot specify, for example, the target column in the Excel file.
  • You can specify the format of date fields (e.g. MM/DD/YY vs. YY-MM-DD) if the other system that will be importing the data uses a different format than you use in SpendMap.
  • You can specify a default value for fields that might be blank in the source table.

Hope this help you pick the best tool for the job!