Readerware Loan Client Export Wizard

The Readerware Loan Client export allows you to export the borrowers in your Readerware database to a number of different formats:

CSV, (Comma Separated Value) - This is a standard data interchange format, use it to transfer data to other programs and databases.
TAB Delimited - Another standard data interchange format. You can open a TAB delimited in file in a spreadsheet program like Microsoft Excel. A TAB delimited file provides an easy way to transfer your borrowers to an Excel spreadsheet.

Exporting

These are the basic steps:

Pick the format you want to export to
Select the file you want to export to
Run Readerware export
Check the results

Format Selection

This is the first page of the Readerware export wizard. The first step is to select which format you want to create the file in. Your choices are:

CSV, (Comma Separated Value)
TAB delimited.

CSV/TAB Delimited Options

When you select the CSV or TAB delimited formats the following options are available:

Output header line - Include the column header line used to identify the columns contained in the file.
Enclose fields in double quotes - Readerware will enclose fields in double quotes when necessary. Use this option when you always need the fields enclosed in double quotes.
Escape new lines - Some other programs cannot import fields containing new lines. Choose this option and Readerware will replace new lines with '\n'.

File Selection

You need to tell Readerware the destination for the exported data.

Click on the Browse button and select the file from the standard selection dialog.

If you check the Always replace existing file check box Readerware will automatically overwrite this file if it exists. This is useful if you are doing regular export runs to the same file. If this is not checked, Readerware will display a confirmation dialog before overwriting an existing file.

For TAB delimited and CSV files you can also select the file encoding. This is important if your database contains data in multiple languages. You are exporting data from Readerware and importing into another program. It is important that you select the encoding that the other program is expecting. If there is a mismatch then data may not transfer correctly.

ANSI - This is your system encoding and is the default. It will work for databases that contain the system language.
Unicode (little endian) - Unicode is a double byte character set and can handle virtually any language and any combination of languages. Little endian is used on Intel systems.
Unicode (big endian) - Unicode is a double byte character set and can handle virtually any language and any combination of languages. Big endian is used on other systems like PPC.
UTF-8 - UTF-8 is a variable width encoding and can handle all characters in the Unicode character set. It has become popular as you don't need to worry about endianness.

In general you should choose either ANSI or UTF-8. If you are exporting your database to another program on the same system ANSI should work fine. If your database contains multiple languages or you are transferring the file to another computer, use UTF-8. But remember the other program must be able to handle the encoding you select, so check their documentation.

Verification Page

Next up is the verification page. This is your last chance to change your settings prior to running Readerware export. A quick summary of your choices is listed. Click on Next if you are ready to go. Click on Back if you want to change your choices.

Export Running Page

When you reach this page, Readerware export is running. You will see a progress bar that will update as Readerware exports the data to the file. Immediately below the progress bar is a Cancel button which you can use to interrupt the export.

When the export completes, click on the Next button to proceed to the final page of this wizard.

Export Complete Page

This page displays the overall export statistics:

Borrowers Processed - The number of borrowers written to the export file

Errors - The number of borrowers that could not be written.

When you are done, click the Finish button to exit the export wizard.

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