Create Data File

Overview

Select Create Data File on the Export and Download Data screen.

  • Create an export file containing all Partner Companies or Locations with specific shared attributes.

    • Filter Partner Master Data here instead of on the View Partner Master Data screen to export:

    • All fields entered in Partner Master Data, in addition to the fields that display in the search results.
    • Large quantities of Partner data at once.

Create Data File

  • Company - Location Name – The name for a specific location.
  • City – The city for a company or location.
  • State/Region – The state or region for a company or location.
  • Company - Location ID – The identifier type for the location(s). The drop-down defaults to All.

    For more information, see Identifier and Item Code Types.

  • District – The district for a company or location.
  • Postal Code – The postal code for a company or location.
  • Country – The country for a company or location.
  • Company - Location License – The country, state or region, and license number.
  • Data Type – The type of entity returned in the results table.
    • Company – (default) Only data for companies displays in the results table.
    • Location – Only data for companies' locations displays in the results table.
  • Data Status – Whether the master data returned in the results table is active or inactive.
    • All
    • Active – (default) The data can be used in messages and UI functions, and TraceLink pulls the data when necessary.
    • Inactive – The data cannot be pulled for other functions within TraceLink.

Available Actions

  1. Ensure that the default option is selected for each field.
  2. Select Submit.

    The Export and Download Data screen displays, and TraceLink begins asynchronously generating the export.

  1. Select Location from the Data Type drop-down.
  2. Ensure all that the default option is selected for all other fields.
  3. Select Submit.

    The Export and Download Data screen displays, and TraceLink begins asynchronously generating the export.

  1. Enter the Company - Location Name in the text field.
  2. Enter the City in the text field.
  3. Enter the State or Region in the text field.
  4. Select the Company - Location ID from the drop-down, and enter the value in the text field.
  5. Enter the District in the text field.
  6. Enter the Postal Code in the text field.
  7. Enter the Country in the type-ahead field.
  8. Enter the Company - Location License in the text field.
  9. Select a Data Type from the drop-down.
  10. Select a Data Status from the drop-down.
  11. Select Submit.

    The Export and Download Data screen displays, and TraceLink begins asynchronously generating the export.