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Exporting Legacy (Invoice) data from Inform
Exporting Legacy (Invoice) data from Inform

This article is provided as a courtesy for instructions on getting legacy data out of Inform 2015

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago
  1. Go to Reports button in Inform

  2. Select Report Parameter dates

  3. Click Load (You will see the data in the main window)

  4. Click Export Data

Select where to save the file, i.e. Desktop

Name the file (be sure to incorporate your name, i.e. yourname_legacy_data)

Select Save

Once you save the file, you need to change the file type before sending to ISN

  • Open saved xls file

  • Click File -- Save As

  • Select Desktop or browse to location of your choice

  • Change Save as Type

  • Select csv (comma delimited) from dropdown

  • Click Save

  • You will be asked if you want to keep using the format

  • Click Yes

You can now email your file to to be uploaded!

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