aaepa
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Export names and contact info from SOFTPRO PROFORM
I have never used this software but have a customer using it in their office to track their clients..
Is there an easy method to export people and companies that are in this software to an Excel or CSV format? Or some way to get at it another way?
The version is ProForm enterprise edition ent 6.0.30923.
I did speak with the customer support about this last week and was not given *specific* info, but they did tell me we'd need to use an ODBC connection to access the data and it sounded as though it may be in SQL. I don't know where the db is stored or anything about this - so I am looking for the most simpliefied answers available. (I can only assist my customer remotely, which makes this even more challenging.)
Any info that could take me from where I am (know nothing about it) to getting the data into Excel (buyers/sellers/address or contact info) would be great.
Is there an easy method to export people and companies that are in this software to an Excel or CSV format? Or some way to get at it another way?
The version is ProForm enterprise edition ent 6.0.30923.
I did speak with the customer support about this last week and was not given *specific* info, but they did tell me we'd need to use an ODBC connection to access the data and it sounded as though it may be in SQL. I don't know where the db is stored or anything about this - so I am looking for the most simpliefied answers available. (I can only assist my customer remotely, which makes this even more challenging.)
Any info that could take me from where I am (know nothing about it) to getting the data into Excel (buyers/sellers/address or contact info) would be great.
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ASKER
Thanks for being the only one to volunteer to help with this. I think you've given me something to look at, anyway... Excel may be the key there, as you said; I'm not sure why it pulled no useful data (it pulled in what looked like IDs to fields rather than the fields themselves, but the field list didn't look helpful either). I will keep plugging away - after 1/4/09.
Happy New Year!
Happy New Year!
ASKER
I think the answer does probably lie somewhere in there though. In my own research and from talking with them it *sounds like* it may be really difficult to do without assistance from SoftPro support.
Merry Christmas. :)