Export Blueprints in BigChange: Efficient Data Management

Understanding Export Blueprints

• Export Blueprints in BigChange allow users to define specific data columns for export, ensuring only necessary information is included.
• They streamline the process of exporting data for further analysis or integration with other systems.
• This article will guide you through creating and using Export Blueprints effectively.

Export Blueprints can be created in the following areas:

• Jobs & Job group templates
• Stock & equipment
• Contacts
• Contact job group & contact job group rates
• Contact predefined invoice item price list
• Contact stock item price list
• Contact persons, notes & rates
• Sales opportunities & financial documents
• Resources & vehicles
• Fuel report & predefined invoicing items
• Web users

Creating an Export Blueprint

Export Blueprints can be created for various areas within BigChange, such as Jobs, Stock, Contacts, Resources, and more.

To create an Export Blueprint, follow these steps:

• • Navigate to Account settings icon in the top menu.
  • Settings.
  • FORMS in the side menu.
  • Import / export blueprints
    1. Specify a name, group, and type for the blueprint.
    2. Add the required columns, including custom fields or worksheet answers if needed.
    3. Save the blueprint.

Using a Blueprint to Export Data

• Once an Export Blueprint is created, it can be used to export data efficiently.
• Navigate to the desired section in BigChange, such as the Schedule.
• Select the Export CSV button.

• Confirm the email address for the export and choose the appropriate Export Blueprint.
• Select the Export icon to process the request.
• An email with a download link for the CSV file will be sent to the specified address.

Group Job Export Blueprint

Creating a Group Job Export Blueprint

• Group Job Export Blueprints allow for exporting data related to grouped jobs.
• To create a Group Job Export Blueprint:
  • Navigate to Account Settings (icon)
  • Settings.
  • Forms in the side menu. 
  • Import/export blueprints.
  • Select 'Group Jobs' from the 'Group' dropdown list.
  • Save the blueprint.

Using a Group Job Export Blueprint

• Once created, the Group Job Export Blueprint can be selected when exporting data from the group jobs list view.
• This ensures that only the relevant data for grouped jobs is exported.

Conclusion

Export Blueprints in BigChange provide a powerful tool for managing data exports efficiently. By defining specific columns and data types, users can ensure that only necessary information is exported, saving time and resources. Whether exporting individual jobs or grouped jobs, Export Blueprints streamline the process, making data management more effective. Start creating your Export Blueprints today to enhance your data handling capabilities.

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