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Tigerpaw Export

Overview

 

This describes how to export data from SIX to import into Tigerpaw software.

Video

 

Details

 

In order to export data from a Project in SIX for import into Tigerpaw, you will need to use the custom report attached to this post.

This report has the following data fields:

 

Tigerpaw Field SIX Field/Data
Part Number (Unique Item ID) *Tigerpaw Unique ID
Description Short Description
Quantity *Based on Aggregation Rules
Price Unit Price
Cost Unit Cost
Total Price Sub Total of Unit Price
Type Determined by the type of Project Item being exported. This will report as either Equipment, Wire, or Labor
List Price MSRP
UOM

Generated by the report based on Item type:

Equipment: EA

Wire: FT

Labor: HR

Vendor Vendor Name
Vendor Part # Custom Field 4. Note: based on customer requirements this can be changed to use a different Custom Field or the Part Number field
Project Phase Phase
Location

Location. Note: This is the complete location path in the SIX Project. For example:

Main Residence:Lower Level:Bedroom 1

 

 

Tigerpaw Unique ID

 

This field uniquely identifies each item in Tigerpaw's catalog and users are able to choose the format of this identifier. From SIX, the Manufacturer and Model field will be used to create this ID. We have created a parameter on this report that will allow the user to choose how many characters of each field they wish to use. The default value for both Manufacturer and Model is 0 and this will use the entire Manufacturer/Model string. You can also choose the Delimiter String, the default being a colon.

 

File:SIX_Guide/012_Tigerpaw_Integration/parameters.jpg

 

An example of this ID field with the defaults for a McIntosh MX150 is:

McIntosh:MX150

 

Note: The custom report created for this will create the Tigerpaw Item Number as described above UNLESS you have the Accounting Item Name field populated in SIX. If this is populated, its value will be used for the Tigerpaw Item Number:

 

File:SIX_Guide/012_Tigerpaw_Integration/accounting_item_name.jpg

Steps

 

  1. Download the attached report.
  2. Import the report into SIX.
  3. Run the report for a selected project.
  4. In the Report Viewer, click the Export to Excel Settings button:

 

File:SIX_Guide/012_Tigerpaw_Integration/export_to_excel_settings_button.jpg

 

  1. Verify that you have Merge Cells set to "True" and Remove Vertical Space set to "True":

 

File:SIX_Guide/012_Tigerpaw_Integration/excel_report_settings.jpg

 

  1. Click the Export to Excel button:

 

File:SIX_Guide/012_Tigerpaw_Integration/export_to_excel_button.jpg

 

  1. Choose a location, name the file, then click Save.
  2. Import the file into Tigerpaw.
Last modified
12:44, 11 Mar 2015

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