ES standard reports generally do not provide comprehensive information about the Companies, Contact and Opportunities you store within it. If you have enhanced these reports with your own Configurable Exports and it includes the required fields you need, please provide your reports to us at support@repfabric.com. If however your standard or custom reports do not provide enough information that you would like to migrate to Repfabric, please follow the instructions below.
Navigating to Configurable Exports
Within Account Manager From the left side bar menu, select “Reporting” for Account Reporter Select Configurable Exports.
Exporting Accounts
Setting up the Account Export Report
If no report exists with comprehensive data fields, Create a Report Profile
- For Description, Enter “Account Export” or another title you choose.
- For Report Title, Enter “Account Export” or another title you choose.
- For “Report Type” enter “Account”
Select “No Header”. Start Data at Row 2. Push the “Save” button so you can select fields. Selecting which Account Fields to Export Select Column Fields
| Company* | Address 2* | Fax |
| Category | City* | Website* |
| Industry | State/Province* | Territory |
| Account Type* | Zip/Postal Code* | Comments |
| Division | Location | |
| Address 1* | Phone* | Account Manager* |
- CEM Partners (if applicable)
- Please add any other fields populated that you would like to carry over into Repfabric
*Denotes a required field for Repfabric though it can be blank or have no value input Run the report by pushing the “Export” button.
Exporting Contacts
Setting up the Contacts Export Report
If no report exists with comprehensive data fields, Create a Report Profile
- For Description, Enter “Contact Export” or another title you choose.
- For Report Title, Enter “Contact Export” or another title you choose.
- For “Report Type” enter “Contact”
Select “No Header”. Start Data at Row 2. Push the “Save” button so you can select fields. Selecting which Contact Fields to Export Select Column Fields
| First Name* | Assistant | Email 2 |
| Last Name* | Phone | |
| Category | Phone 2 | Referred by |
| Title | Home Phone | Company* |
| Reports To | Mobile Phone | Comments |
| Division | Location |
- Please add any other fields populated that you would like to carry over into Repfabric
- If you cannot determine the division or location of the contact, please rename the parent company to include location in the ES company name.
*Denotes a required field for Repfabric though it can be blank or have no value input Run the report by pushing the “Export” button.
Exporting Opportunities
Setting up the Opportunity Export Report
If no report exists with comprehensive data fields, Create a Report Profile
- For Description, Enter “Opportunity Export” or another title you choose.
- For Report Title, Enter “Opportunity Export” or another title you choose.
- For “Report Type” enter “Opportunity”
Select “No Header”. Start Data at Row 2. Push the “Save” button so you can select fields. Selecting which Opportunity Fields to Export Select Column Fields
| End Customer Acct Mgr | Contact 1 | Program |
| Distributor Acct Mgr | Contact 2 | EAU |
| Owner* | Stage | Prototype Date |
| Principal* | Follow Up Date* | Production Date |
| Distributor | Confidence | Competition |
| End Customer | Opportunity Value | Status |
| Internal Comments | Comments | |
| Division | Location | Part Numbers |
- Please add any other fields populated that you would like to carry over into Repfabric
*Denotes a required field for Repfabric though it can be blank or have no value input If you track part numbers in Opportunities, please change the report to Line item Type in the header and export your line item fields. Run the report by pushing the “Export” button.
Exporting Sales History
Setting up the Sales History Export Report
Go to Sales Analysis. Select from the left menu, “Reporting -> Reports“. Choose Configurable Exports. If no report exists with comprehensive data fields, Create a Report Profile
- For Description, Enter “Billings Export” or another title you choose.
- For Report Title, Enter “Billings Export” or another title you choose.
- For “Report Type” enter “Billings”
Select “No Header”. Start Data at Row 2. Push the “Save” button so you can select fields. Selecting which Opportunity Fields to Export Select Column Fields
| Invoice Date | Check Date | Principal |
| End Customer | Distributor | CEM |
| Mfr Part Number(LI/QB) | Line Total(LI/QB) | Commission(LI/QB) |
| City | State | Zip |
| Comm Rate(LI/QB) | Invoice Number | PO Date |
| Product Line(LI/QB) | Qty Shipped(LI/QB) | Unit Price(LI/QB) |
| Customer Part Number | End Cust Division | End Cust Location |
| CEM Division | CEM Location | Disti Location |
For other document types in ES you would like to keep, please export these in the same method as outlined above.
You will also receive an email with a shared link to Repfabric’s SharePoint system where you can deposit these files.