Export Sales Data to CSV

Export Sales Data to CSV allows automatic export of sales from Quant to the FTPS server. Through this export, you can periodically export a CSV file with selected sales indicators for products such as sold pieces, profit or revenue etc.

1.  FTPS Setting

First, you can create a folder on FTPS into which a CSV file will be uploaded e.g. export_sales. However, if you set up the export correctly, the folder will be created on the FTP site automatically under the name you fill in the settings in the Primary Server Path property.

2. Automatic Task Settings

In Automatic Tasks, create a new automatic task Export Sales Data to CSV.

Export Sales Data to CSV

Before starting the export, you need to edit the following attributes on the Settings tab:

  • Check the Enabled attribute to enable the task.
  • In the CSV Exportable Sales Attribute Mapping row, select the attributes you want to export to CSV and set a name for them that appears as the column name in the CSV. More detailed procedure here.
  • Fill in the Address (Primary Server) line with "ftp.extech.eu", your Username (Primary Server) and Password (Primary Server) for the FTPS server.
  • Fill in the Server Path (Primary Server) line with the name of the folder where you have the imported file stored on your FTP.

Automatic Task Settings


Below is a list of other attributes that you can set as part of an automatic task:

Specifies whether the automatic task is active and data can be sent through it.
Custom name of the automatic task.
Custom description of the automatic task function.
formatted text
    Specifies when to export files to FTPS.    time
Emails for Notifications

One or more email addresses to which emails with error conditions will be sent.

list of strings
Export to Zip
Check if you want the exported file to be zipped.
Fill in how the exported file should be named e.g. salesData.csv
Do Not Export Empty File
If the file does not contain any data, it will not be exported.
Primary Server Host
By default "ftp.extech.eu", unless you use your own server.
Primary Server Port
Standard 21.
Primary Server Username
Your username in FTPS server.
Primary Server Password
Your password in FTPS server.
Primary Server FTP Client Type
Choose the FTP client type.
Primary Server Implicit SSL
Select if you want to use default SSL. If you do not check the box, explicit SSL for FTPS will be used.
Primary Server Plane FTP
Select if you want to use an unsecured FTP protocol.
Primary Server Keep Source Files Untouched
For exports, this attribute has no meaning.
Primary Server Path
Write the name of the folder into which the product file should be exported. For example export_sales.
Character set
Select the character set of your CSV file.
Date and Time Format
The format in which the date and time is entered e.g. 31.12.23 23:59:59
Date Format
Date entry format, eg 31.12.23.

Decimal Point
Select the sign for the decimal point used in your CSV file.

Thousands Separator
The character you want to use to separate thousands in the file, e.g. comma - 1,000.
Column Separator
Select which column separator to use for the exported file.
CSV Exportable Sales Attribute Mapping*
Select the attributes you want to export. Each attribute will represent one column in the file.
list of attributes
All Products
All products from Quant will be exported.
Product Filter
Set the rules and conditions to export only the corresponding products.
complex type
All Sales Data Sets
All sales data sets will be exported.
Sales Data Sets
Select only the sales data sets to be exported.
complex type
Booking Type
Specifies the Booking Type for which you want to export sales. Booking Type is the way the product was sold, for example, by prescription (in pharmacies), over-the-counter or ordered through an e-shop. However, if you do not send any booking type data to Quant, you can ignore this setting. In this case, the Other option will appear in the Booking Types field.
Sales Time Range
Select the period for which the sales data should be exported.
complex type

* example of settings of columns in the exported file

CSV Exportable Sales Attribute Mapping

3. Launching the Automatic Task

After setting all necessary attributes, you can use the Launch button to export the file immediately or you can wait for the export to start automatically based on the set Frequency. If the automatic task is complete, a message will appear in the upper right corner indicating that the export was successful.

Launching the Automatic Task 

If the export has not succeeded, in the Execution Log you will find more details about why did the export fail.

4. Exported File

On FTPS you can find the exported file in the appropriate folder.

Exported File on FTPS 

Each CSV row represents sale for one specific product at one specific day and each column represents one attribute. You set the columns (attributes) in the CSV Exportable Sales Attribute Mapping property, as described in the figure above.

Exported file

5. Execution Log

In the Execution Log tab, you can view a summary of each execution of an automatic task, including statistics, errors, and warnings.

If you select a specific line of the log, you can view its detail via the Show Items button.

Execution Log

If a task ends with an error or warning, you can read the specific error or warning message using the Show Errors and Show Warnings buttons.

Show Errors and Warnings