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NCR Counterpoint Data Export Instructions

NCR Counterpoint Data Export Instructions

How to Export your information from NCR Counterpoint

 

The following steps should be followed in order to export the maximum amount of information available from NCR Counterpoint to Pinogy POS. There are three sections. The Basic Export section covers all information available to be imported outside of historical sales. The Sale Data Export covers the sales history from NCR Counterpoint. The last section covers submitting the exported data to Pinogy. Basic data is covered if you selected the basic data import option. Sales data is imported if you selected the Sales Data import option on your quote.

Basic Export

  1. Open Counterpoint and click on “Customers” (1).

    image-20260101-154105.png

  2. Click on “Report” in the left menu (1).

    image-20260101-155501.png

  3. Click on “Customers Report” (1).

    image-20260101-155523.png

  4. Change the Report to “Customer List (Full)” (2). After changing the Report, click on “Preview” (2). It’s recommended that you do not add any filters to the report.

    image-20260101-155551.png

  5. Now we need to Export the resulting file. Do this by either clicking on the export icon (3rd icon in the top menu) or right mouse button next to Preview (1), and then choosing “Export” (2).

    image-20260101-160327.png

  6. Click on the first dropdown (1), choose “MS Excel 97-2000” (2), then “OK” (3).

    image-20260101-160728.png

  7. Click on “OK” (1) in the Excel Format Options popup.

    image-20260101-161527.png

  8. Choose a location, and then click on “Save” (1). We recommend leaving the File name as recommended and making a folder for all exports.

    image-20260101-163303.png

  9. Inventory

    image-20260101-185409.png

  10. Items

    image-20260101-185537.png

  11. Click on Table Icon

    image-20260101-185759.png

  12. RMB in the table (1), then select “Column designer” (2)

    image-20260101-185954.png

  13. Select “Add all” (1), then “OK” (2)

    image-20260101-190138.png

  14. Save the results as an Excel Spreadsheet OK

    image-20260101-190316.png

At first

Sales Data Export

  1. Select the “Point of Sale” (1) option from the left menu.

    image-20260101-191110.png

  2. Click on “History” (1), and then “Ticket History” (2)

    image-20260101-191248.png

  3. Check the “Show payment detail” option in the pop up window

    image-20260101-191406.png

  4. Optionally, click on Ticket History (1), and filter the sales data to a specific posting date range (2).

    image-20260101-191532.png

  5. RMB at the top (1), then choose “Export” (2)

    image-20260101-192848.png

  6. From the first dropdown, select “MS Excel 97-2000” (1), then “OK” (2)

    image-20260101-192756.png

  7. Choose “OK” (1) from the resulting pop up window.

    image-20260101-192917.png

  8. “Save” (1) the file to the previously selected location

    image-20260101-192658.png

     

Submitting the exports to Pinogy

Now that you have finished exporting everything, you need to get all of these files to us so we can import them for you. These files can be zipped up and emailed to us at import@pinogy.com. Because of the size of these files, you might need to split the files up into multiple emails. If you have any issues, please call us at 877-360-7381 for assistance. We can connect to your computer with TeamViewer to assist with the export and pull the files across from you if necessary. After that, we will load each of the files for you and let you know as soon as everything is ready. Depending on how much data you want to be loaded, this could take anywhere from 15 minutes to a couple of hours.