CSV Export Module
Guide to Export Management and CRM Module Field Mapping
Introduction
Plugin License Management
The behavior of the VTE plugin license management varies depending on the installation status and...
Basic Information – Homepage
Step 1 wizard
Module Management from Homepage
The Homepage serves as the primary control center for managing all CSV export configurations. Thi...
Adding a Module
Creating New Configurations To create a new export configuration, the homepage provides the "ADD...
Managing Existing Modules
Two main actions are available for each configured module: "Edit" button: provides access to...
Modifying Existing Configurations
Modifying Existing Configurations To modify an already created configuration, the process is equ...
Export File Configuration
Step 2 Wizard
Export Settings
The second step of the wizard represents the core of technical configuration, where all parameter...
Data Format Type
The Export Type field offers two distinct modes for extracting and formatting data from the datab...
Character Encoding
Character Encoding The "Encoding" field determines the character set used to save the CSV file, ...
Date Format
The "Date Format" field defines how dates will be represented in the exported CSV file. The syste...
Numeric Precision
The "Decimal Numbers" field controls the numeric precision of all decimal values in the exported ...
Write Mode
The "Write Mode" field determines system behavior when a CSV file with the same name already exis...
Text Delimiter
The "Text Delimiter" field defines the character used to enclose text fields in the CSV file, ens...
Separation Configurations
Separation Configurations This section controls the characters used to structure and organize da...
Output File/Folder Management
This section defines settings for output file management, including destination, notifications, a...
Field Mapping
Step 3 Wizard
Mapping - Introduction
The third step defines the correspondence between VTE module fields and the columns that will app...
Mapping Types
The system supports different mapping types to adapt to specific needs: Dynamic Fields Dynamic f...
Mapping Management
Field mapping is handled through: Field Selection: Active checkbox: Field is included in th...
Dynamic Mapping Field Management
The system offers the ability to dynamically expand the configuration through the "+ ADD FIELD" b...
Product Block - Special Configuration
Step 4 wizard
Mapping Save
Step 5 Wizard