This reply is not to explain exports, it is for 'custom' exports as needed for a specific purpose and is expected to be company specific. Custom export files are locked to the company purchasing the export.

Q: I need a Custom Export for a 3rd Party Systems. Such as my ERP or accounting system.

A: Custom exports are available as a fee based option for companies with maintenance and using the most current release. 

Crate Pro 6 currently offers several default exports available from the Design, Projects and Reports modules which may provide all the data needed for your other application.

If you're currently using an application that accepts imports and you'd like to be able to quickly have specific information export from Crate Pro 6 available for those applications, this is available as a custom option. 

Export formats are 'flat' file: CSV, TAB, XLSX, HTML, DBF, MER, XML

Custom exports can include data from any of the modules and default with specific filters such as a date range and export format. 

To be eligible you must have an active maintenance plan and be on the current Crate Pro 6 release. If maintenance lapses you will lose the ability to export your custom report.

If you are interested in a custom export, please contact us at with samples of the data that you need to export in CSV or XLS format.

Crate Pro 6 is able to import your Customer list as part of your initial set-up.  A regular connection to add customers is not available or recommended. Once customers are imported

Import Customers