Definition groups define the tables to export data from or import data to.

1. Click Administration> Periodic> Data export/import> Definition groups .

2. Press CTRL+N.

3. In the Create table definition groupdialog box, type an identification (ID) and a name for the definition group.

   Note
   To reset values on all tabs to their original settings, click Defaultin this dialog box. To clear all values on the Optionsand Include table groupstabs, click Clear.

4. Select a Type:

   • Standard– Normal data export/import.

   • Excel– Import using Microsoft Excel spreadsheets.

   • Custom– Import using custom import facilities.

5. Click the Optionstab and select to export:

   • Note– Document management notes.

   • Include system tables

   • Include cross-reference tables

   • Include database log tables

   • Include shared tables– If set up as virtual companies, data shared between companies such as postal codes.

6. Click the Include table groupstab and decide which table groups should be included.