Festool Export - Manual

Festool Export - Manual

Festool Export - Manual

Introduction

In this article, I will be demonstrating how to export a PO manually to send to Festool via their Emailing client. This method may be temporary while we push the development for the automated integration

Instructions

Step 1

To begin. You will need to find the Custom report for the Festool Export, this will typically be found under your "Custom" Folder within Insight.

Step 2

Load the report, it will require a PO Number for the order that you wish to export. After enterring it, the Data will load


Step 3

Next, export the Data into a CSV file, save the file somewhere safe and memorable, as we'll be using it in the next step!


Step 4

Next, we will need an Office program to read the CSV, be this Excel or Libre Office (which I will be using for the rest of this example). Locate the CSV that you just saved and open it, making sure to have the settings as shown below


Step 5

Next, we will need to format the CSV a bit, as Excel has an annoying tendency to remove "Leading" and "Trailing" Zeroes when it shouldn't. To do this, Right click the "B" above H2 and select "Format Cells..."


Change the Column Category from "Number" to "Text".

Do the same for column E, with the line "H5" under it.

Step 6

Next, we will need to re-add the trailing zeroes that Excel took away. The 1 in H2 should be 1.0, and all columns except the top under H5 should have .000 next to it. It will look something like this once we're done.


Step 7

Final part of document formatting (I promise) is to remove the First line that has "H1, H2, H3, H4, H5, H6" on it. Right Click "1" on the left side and select "Delete Rows"


Step 8

Finally, we need to change from Comma Seperated to Semi Colon Seperated. To do this, we want to go to "Save As..."


When Saving, you will be prompted to put the name of the file in. Click the checkbox that says "Edit Filter Settings"



(After hitting save, if you're prompted to Confirm File Format, just hit "Use Text CSV Format")

Then we will want to change the field that is called "Field Delimiter", from " , " to a " ; " like shown below



After saving, you should be ready to send it away

This method certainly has a lot of work to it. However we are pushing to get the automated version of this integration working to lighten the workload for yourself.

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