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CleverQ™ Extractors Manual
Table of Contents
Introduction ......................................................................................................................... 4
QuickBooks Extractor ......................................................................................................... 5
Setup ............................................................................................................................... 5
Options ............................................................................................................................ 7
Using Job Tracking ..................................................................................................... 7
Using Classes .............................................................................................................. 7
Load Records with Zeros ............................................................................................ 7
Override Data Range................................................................................................... 8
Report/Data Definitions .................................................................................................. 8
Extracting ...................................................................................................................... 10
Manual Extraction ..................................................................................................... 10
Automatic Extraction ................................................................................................ 13
Viewing the Log ........................................................................................................... 13
Viewing Extracted Data ................................................................................................ 14
Database Extractor ............................................................................................................ 16
Setup ............................................................................................................................. 16
Data Sources ............................................................................................................. 17
Microsoft Access .................................................................................................. 17
ODBC ................................................................................................................... 17
Report Name ............................................................................................................. 18
Data Type .................................................................................................................. 18
Field Mappings ......................................................................................................... 18
Date Range ................................................................................................................ 18
Filter Mappings ......................................................................................................... 19
History Settings ......................................................................................................... 20
Keeping History .................................................................................................... 21
Automatic Loading ............................................................................................... 21
Getting Data .................................................................................................................. 21
Edit Database Source Form ...................................................................................... 22
Load Data from Databases Form .............................................................................. 23
Microsoft Excel Extractor ................................................................................................. 24
Setting up a Source ....................................................................................................... 24
Defining the Extractions ............................................................................................... 29
Adding and Editing Definitions ................................................................................ 30
Mappings................................................................................................................... 31
History Settings ......................................................................................................... 32
Status ......................................................................................................................... 33
Deleting ..................................................................................................................... 33
Copying ..................................................................................................................... 33
Testing....................................................................................................................... 34
Data Package ..................................................................................................................... 35
Data Package Creator (DPC) ........................................................................................ 35
Data Package - Excel Extractor (DPXE) ...................................................................... 35
Setting up a Source ................................................................................................... 35