XML Data Export for Marketing or Analysis

The XML Data Export allows you to extract a file from MANAGESM which includes customer, vehicle, and service information from posted invoices and counter sales. This file can be given to a customer relations management (CRM) company for simple processes such as creating mailing labels, or for complex customer follow-up and shop analysis.

You can set the XML Data Export file to automatically generate on a daily, weekly, or monthly basis or you can manually generate it using the procedure below.

To generate the XML Data Export file manually:

1. From the File menu, select Export….

2. Select XML Data Export.

Result: The XML Export Settings dialog box displays.

3. From the Customer drop-list, select Personal and Business, Business Only, or Personal Only.

   • Personal and Business includes all customers in the file.

   • Business Only includes only business customers in the file.

   • Personal Only includes only personal, non-business customers in the file.

4. Select All records or Select records by date range.

5. Select Exclude Counter Sales from this file if you do not want counter sale data included.

6. If you did not select all records, enter a date range.

7. Click OK.

Result: A Save As dialog displays.

8. Type a file name and select where to save the file. The default is MANAGE SM.xml in your ALLDATAW\ServiceCenter directory.

9. Click Save.