How to generate the XML by running a report
Generating the XML that you require for your XML Import data file can be achieved fairly easily by using
For example, to generate the XML for the Parties module:
- Run a search in the Parties module.
- Select Reports on the Home tab of the Ribbon to display the Reports box.
- Create a new report.
- Give it a name.
- Select Export XML Document from the Type drop list:
- On the Fields tab, add the relevant fields:
- Click OK.
- Click Report to run the report.
- Save and view the xml file:
Here you have the XML structure ready for your import data.