CertifyAP administrators can request a Company Data Export to export historical company data from Emburse CertifyAP. The export includes one CSV file for each database table. If you include attachments, the export also includes a separate attachments folder with files in their original formats, like PDF or JPG. Attachment files are named by AttachmentID.
Request a Company Data Export
- From the Emburse Professional AP homepage, select the Gear button.
- Under Integration, select Company Data Export.
- Review the Data Export Request terms.
- Check the terms agreement option.
- Optional: Check the option to include attachments.
- Select Submit Request.
The request is queued for export. Emburse Professional AP processes Data Export requests every Friday night. When the export is complete, you receive a notification, and the file is available in the dataexport/ FTP folder.
Review Export Files
The export separates historical database data into individual CSV files. Each file corresponds to a specific dataset. Because the files reflect database structure, you may need help from someone familiar with your organization’s Emburse Professional AP configuration to interpret related records.
The following table describes common files in the export.
| Database Table | Description |
|---|---|
| OUHierarchy | Departments in your organization. |
| Users | Users in your organization. |
| Roles | Roles in your organization. |
| UserRoles | Roles assigned to users. |
| Carts / CartDetails | Requisitions that are in progress or submitted. |
| Requisitions / ReqDetails | Submitted requisitions. |
| Orders / OrderDetails | Created purchase orders. |
| PackingLists / PackingListItems | Created packing lists. |
| InvoiceCarts / InvoiceCartDetails | Invoices that are in progress or original submitted invoice data. |
| Invoices / InvoiceDetails | Submitted invoices. |
Find Invoices by User
Use this example to find invoices submitted by a specific user.
- Open Users.csv.
- Find the user’s UserID.
- Open Invoices.csv.
- Filter the data by the UserID.
Find Invoice Attachments
Use this example to find the attachment file associated with an invoice.
- Open Users.csv.
- Find the user’s UserID.
- Open Invoices.csv.
- Filter the data by the UserID.
- Find the InvoiceID.
- Open HeaderAttachments.csv.
- Find the AttachmentID for the selected TransactionID, where TransactionID equals the invoice’s InvoiceID and TransactionTypeID equals 8.
- Open the Attachments folder.
- Find the file that matches the AttachmentID.
TransactionTypeID 8 refers to an invoice.
Company Data Export FAQ
Q: Is there a limit on how many requests I can submit?
A: No. You can request the data as needed.
Q: Is sample data available?
A: You can request an export without attachments.
Q: Can I request only incremental data after my first export?
A: Yes. On the Company Preferences page, enable Incremental Export. The first export still includes full historical data. The next export includes incremental data.