Exporting Data for Alterdata Integration

To export the data for the integration with Alterdata, you must follow the procedures described in this topic. You must export each type of data (accounting, received services, and provided services) separately.

• Exporting Accounting Data

• Exporting Services Taken Data

• Exporting Services Provided Data

Exporting Accounting Data

Export the data on the account entries of your company according to the following steps.

To export accounting data:

1. Go to Reports > BRHub - Obrigações Acessórias > Exportação Contábil - Alterdata > New.

2. From the Subsidiária list, select the company whose data you want to extract.

3. If you want to extract data from both the parent company and its subsidiaries, check the Incluir Filiais box.

4. In the Data Inicial field, enter or select the start date for the data export.

   In general, data export is a monthly process, so you should enter the first day of the month.

5. In the Data Final field, enter or select the end date for the data export.

   In general, data export is a monthly process, so you should enter the last day of the month.

6. Click Save.

   The system saves and updates the export record. The Processar button appears at the top.

7. Click Processar.

   The export process starts and updates the record. The Atualizar button appears at the top.

8. Click Atualizar to refresh the page and update the processing status.

   Keep refreshing the page until the Percentual Geração Arquivo field shows that the processing is complete. After completion, the Arquivo field displays the file name and the Download link.

9. Click Download to transfer the file to your local device.

   Use the downloaded file to proceed with your integration process with Alterdata.

Exporting Services Taken Data

Export the data on the services taken by your company according to the following steps.

To export services taken data:

1. Go to Reports > BRHub - Obrigações Acessórias > Exportação Serviços Tomados - Alterdata > New.

2. From the Subsidiária list, select the company whose data you want to export.

   Note:

   If you select a parent company in this field, you extract both the parent company and subsidiary data. If you select a subsidiary company, you export only the subsidiary’s data.

3. In the Data Inicial field, enter or select the start date for the data export.

   In general, data export is a monthly process, so you should enter the first day of the month.

4. In the Data Final field, enter or select the end date for the data export.

   In general, data export is a monthly process, so you should enter the last day of the month.

5. Click Save.

   The system saves and updates the export record. The Processar button appears at the top.

6. Click Processar.

   The export process starts and updates the record. The Atualizar button appears at the top.

7. Click Atualizar to refresh the page and update the processing status.

   Keep refreshing the page until the Percentual Geração Arquivo field shows that the processing is complete. After completion, the Arquivo field displays the file name and the Download link.

8. Click Download to transfer the file to your local device.

   Use the downloaded file to proceed with your integration process with Alterdata.

Exporting Services Provided Data

Export the data on the services provided by your company according to the following steps.

To export services provided data:

1. Go to Reports > BRHub - Obrigações acessórias > Exportação Serviços Prestados - Alterdata > New.

2. From the Subsidiária list, select the company whose data you want to export.

   Note:

   If you select a parent company in this field, you extract both the parent company and subsidiary data. If you select a subsidiary company, you export only the subsidiary’s data.

3. In the Data Inicial field, enter or select the start date for the data export.

   In general, data export is a monthly process, so you should enter the first day of the month.

4. In the Data Final field, enter or select the end date for the data export.

   In general, data export is a monthly process, so you should enter the last day of the month.

5. Click Save.

   The system saves and updates the export record. The Processar button appears at the top.

6. Click Processar.

   The export process starts and updates the record. The Atualizar button appears at the top.

7. Click Atualizar to refresh the page and update the processing status.

   Keep refreshing the page until the Percentual Geração Arquivo field shows that the processing is complete. After completion, the Arquivo field displays the file name and the Download link.

8. Click Download to transfer the file to your machine.

   Use the downloaded file to proceed with your integration process with Alterdata.

Related Topics

Data Export for Integration with Alterdata

General Notices