Exporting and Importing Text Letter ID’s
You can import Text Letter ID’s from one company to another, or with other Dynamics GP systems. You import data the same way as loading the sample collection data.
The best option is by using a file Exported from another Collections Management window:
- Sales pane —> Cards —> Collection Letters
- Click export and save the file as CNTextLetters.csv to a location easy to remember.
- Paste the CNTextLetters.csv into the receiving workstation GP\Data folder
- Run the Collection Sample Data Setup for Text Letter ID’s
Modifying the csv itself is not very user friendly, as the data is saved in rows and single cells using Pipes to differentiate. In almost all circumstances, it is best to edit the Text Letter using the Letter Maintenance window and use the export feature as listed above, and let Collections Management handle the raw csv file.