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Calyx Software
Data import and export
Exporting files to other applications
To export files to other applications:
1
Open the prospect, borrower, or co-borrower file that contains the information to
export.
2
Select
File > Export to > Other App (using export template)
.
3
Select the
Save in
directory.
The default directory is
c:\PNTTMPL\dataexp
.
4
Select the export template to use and click
Open
.
If an output data file (the file where the data is being exported) was specified in the
template you selected, the export is automatically initiated when you click
Open
.
If an output data file was not specified, the
Specify an Output Data File
dialog box
is displayed.
5
Enter the full file name and path (for example,
c:\leads\pointimp.txt
) in the
File
Name
field or locate and select a file.
6
Click
Save
to initiate the export process.
The data in the current file is exported using the selected export template.
Exporting files to Point for DOS
To export files to Point for DOS format:
1
Open the prospect, borrower, or co-borrower file that contains the information to
export.
2
Select
File > Export to > Point for DOS
.
3
Select the
Save in
directory.
The default directory is
c:\PNTTMPL\dataexp
.
4
Enter a file name in the
File name
field.
5
Select the file type from the
Save as type
dropdown list.
6
Click
Save
to initiate the export process.
The file is saved in the specified directory.
Prerequisite
You must create an export template or modify an existing template
before you can export any loan files.
Related information
For more information about creating export templates and specifying
which application to export to, refer to
Creating and editing data export
templates
, on page 363.
