5. Data management

About export and import options

• Export and import invoices

Whenever the situation requires, you may either export all your invoices from the Journal or import a previously exported list.

You can use the exported invoices file to stay compliant with the fiscalization requirements in situations when there is no internet connectivity or your E-SDC is malfunctioning.

• Export and import catalog

TaxCore mobile POS app enables integration with other systems.

For example:

• Products/services and prices are defined in the company HQ

• List is exported in .json format and sent to a branch office

• The branch office imports the new catalog

• New products, services, and prices are available in the branch office through the TaxCore mobile POS

This means that your company's products/services and prices can be defined in advance at the company's headquarters.

Export and import invoices

Export invoices

To export all created invoices stored in your journal, tap on Export in the Journal section.

A dialog box will open, asking you to provide the name of the exported file. Enter a name and tap Export.

Next, you are prompted to choose the destination for saving the exported file. It can be any location, whether on your device or an external source.

After saving, you will be able to find the file in the selected external storage.

NOTE:
If you are planning to delete TaxCore POS from your device, and you want to keep your journals for further use, make sure you export your invoices before deleting the app. Otherwise, your journal items will be lost.

This is what the contents of the exported DemoJournal.json look like:

Import invoices

To import the previously exported invoices, select the Import option in the Journal section.

Next, you will be asked to choose the external storage from which you want to import the list.

The Journal file ready for import should have a .json extension (for example: DemoJournal.json).

If the import is successful, you will see the message Journal imported.

Export and import catalog

Export catalog

To export the whole catalog of items from your device tap on Export in the Catalog section.

A dialog box will open, asking you to provide the name for the exported file and select the export format (CSV or JSON).

Fill in the form and tap Export.

Next, you will be prompted to choose the destination for saving the exported file, and it can be any location, whether on your device or an external source.

After saving, you will be able to find the file in the selected destination.

NOTE:
If you are planning to delete TaxCore mobile POS from your device, and you want to keep your catalog items for further use, make sure you export your catalog before deleting the app. Otherwise, your catalog items will be lost.

Examples

A catalog exported in CSV format and opened in Excel:

A catalog exported in JSON format

[
{
   "barcode": "45632187",
   "count": 1.0,
   "countForShow": 1.0,
   "discount": 0.0,
   "isAdded": false,
   "isSelected": false,
   "name": "Chocolate",
   "price": 5.0,
   "priceShow": 5.0,
   "tax": [
     {
       "code": "E",
       "isChecked": false
     },
     {
       "code": "F",
       "isChecked": false
     }
   ],
   "type": "Catalog"
},
{
   "barcode": "87456321",
   "count": 1.0,
   "countForShow": 1.0,
   "discount": 0.0,
   "isAdded": false,
   "isSelected": false,
   "name": "Beer",
   "price": 8.54,
   "priceShow": 8.54,
   "tax": [
     {
       "code": "A",
       "isChecked": false
     }
   ],
   "type": "Catalog"
},
{
   "barcode": "321654987",
   "count": 1.0,
   "countForShow": 1.0,
   "discount": 0.0,
   "isAdded": false,
   "isSelected": false,
   "name": "Coffee Espresso",
   "price": 2.85,
   "priceShow": 2.85,
   "tax": [
     {
       "code": "E",
       "isChecked": false
     }
   ],
   "type": "Catalog"
},
{
   "barcode": "321654987",
   "count": 1.0,
   "countForShow": 1.0,
   "discount": 0.0,
   "isAdded": false,
   "isSelected": false,
   "name": "Plastic Bag",
   "price": 0.1,
   "priceShow": 0.1,
   "tax": [
     {
       "code": "P",
       "isChecked": false
     }
   ],
   "type": "Catalog"
},
{
   "barcode": "043859587131",
   "count": 1.0,
   "countForShow": 1.0,
   "discount": 0.0,
   "isAdded": false,
   "isSelected": false,
   "name": "Cloth",
   "price": 12.56,
   "priceShow": 12.56,
   "tax": [
     {
       "code": "A",
       "isChecked": false
     }
   ],
   "type": "Catalog"
}	
]

Import catalog

To import a new catalog list of products/services, select the Import option in the Catalog section.

NOTE:
A catalog with up to 10 000 items can be imported without affecting the app's performance.

If you already have catalog items in your app, a warning box will pop up informing you that if you proceed with the import, the current catalog items will be overwritten permanently, and asking you if you wish to proceed anyway. Tap Import to proceed.

Next, you will be asked to choose the external storage from which you want to import the new catalog.

Catalog file ready for import must have .json or .csv extension.

If the import was successful, you will see the message Catalog Imported.