{"id":28896,"date":"2020-05-24T23:01:01","date_gmt":"2020-05-24T21:01:01","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=28896"},"modified":"2025-11-18T14:28:09","modified_gmt":"2025-11-18T13:28:09","slug":"szamlak-exportalasa","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/","title":{"rendered":"Sz\u00e1ml\u00e1k export\u00e1l\u00e1sa"},"content":{"rendered":"

A MiniCRM Sz\u00e1ml\u00e1z\u00f3b\u00f3l t\u00f6bbf\u00e9le form\u00e1tumban is lehet\u0151s\u00e9ged van a sz\u00e1ml\u00e1k export\u00e1l\u00e1s\u00e1ra. Ehhez els\u0151 l\u00e9p\u00e9sben egy sz\u0171r\u0151t kell k\u00e9sz\u00edtened \u00e9s elmentened, melynek l\u00e9p\u00e9seir\u0151l r\u00e9szletesen itt olvashatsz: Egyedi sz\u0171r\u0151 k\u00e9sz\u00edt\u00e9se<\/a><\/span>.<\/p>\n

Az al\u00e1bbi m\u00f3dszerek nem csak sz\u00e1ml\u00e1k, hanem egy\u00e9b t\u00e9teles term\u00e9kekben is megegyeznek, \u00fagymint: Aj\u00e1nlatok, munkalapok, teljes\u00edt\u00e9si igazol\u00e1sok, vagy sz\u00e1ll\u00edt\u00f3levelek export\u00e1l\u00e1sa, let\u00f6lt\u00e9se eset\u00e9n.<\/strong><\/p>\n

Az al\u00e1bbi l\u00e9p\u00e9sekhez adminisztr\u00e1tor jogosults\u00e1g sz\u00fcks\u00e9ges!<\/div>\n

Az elmentett sz\u0171r\u0151d alatt a Ment\u00e9s f\u00e1jlba<\/em> gombn\u00e1l az al\u00e1bbi export\u00e1l\u00e1si m\u00f3dok k\u00f6z\u00fcl v\u00e1laszthatsz:\"\"<\/span><\/p>\n

Sz\u00e1ml\u00e1k ment\u00e9se Excel t\u00e1bl\u00e1zatba<\/em><\/h3>\n

XLS form\u00e1tumban t\u00f6ltheted le az egyes sz\u00e1ml\u00e1kat, a vel\u00fck kapcsolatos f\u0151bb adatokkal. Egy sz\u00e1mla egy sor lesz a t\u00e1bl\u00e1zatban, az egyes sz\u00e1mlat\u00e9teleket nem tartalmazza.<\/p>\n

Sz\u00e1ml\u00e1k export\u00e1l\u00e1sa<\/em><\/h3>\n

Magukat a sz\u00e1mla dokumentumokat t\u00f6ltheted le PDF form\u00e1tumban. Ezeket a f\u00e1jlokat egy zip \u00e1llom\u00e1nyba t\u00f6m\u00f6r\u00edtve k\u00fcldi el a rendszer a felhaszn\u00e1l\u00f3i email c\u00edmedre.<\/p>\n

Csak a m\u00e1r ki\u00e1ll\u00edtott sz\u00e1ml\u00e1kat, aj\u00e1nlatokat, munkalapokat, teljes\u00edt\u00e9si igazol\u00e1sokat tudod let\u00f6lteni.<\/div>\n

Ad\u00f3hat\u00f3s\u00e1gi ellen\u0151rz\u00e9s XML ment\u00e9se<\/em><\/h3>\n

A k\u00f6nyvel\u0151programokba import\u00e1lhat\u00f3 \u00e9s a NAV \u00e1ltal elfogadott form\u00e1tum\u00fa XML f\u00e1jlt tudod let\u00f6lteni. Ez emailben ker\u00fcl kik\u00fcld\u00e9sre a felhaszn\u00e1l\u00f3i email c\u00edmedre.<\/p>\n

Az emailben tal\u00e1lhat\u00f3 xml f\u00e1jlt \u00fagy t\u00f6ltheted le a sz\u00e1m\u00edt\u00f3g\u00e9pre, ha jobb eg\u00e9rgombbal kattintasz a linkre, majd a Link ment\u00e9se<\/em> lehet\u0151s\u00e9get v\u00e1lasztod.<\/div>\n

Szinkroniz\u00e1l\u00e1s Google T\u00e1bl\u00e1zattal<\/em><\/h3>\n

A sz\u00e1ml\u00e1k f\u0151bb adatait nyerheted ki, de nem egy XLS f\u00e1jlba, hanem valamelyik Google T\u00e1bl\u00e1zatodba. Egy sz\u00e1mla egy sor lesz a t\u00e1bl\u00e1zatban, az egyes sz\u00e1mlat\u00e9teleket nem tartalmazza. A sz\u0171r\u0151 tal\u00e1latai \u00f3r\u00e1nk\u00e9nt friss\u00fclnek a szinkroniz\u00e1lt t\u00e1bl\u00e1zatban. A funkci\u00f3r\u00f3l itt olvashatsz b\u0151vebben<\/span><\/a>.<\/p>\n

T\u00e9telek export\u00e1l\u00e1sa Excelbe<\/em><\/h3>\n

XLS form\u00e1tumban t\u00f6ltheted le a sz\u00e1ml\u00e1k adatait. Minden egyes sz\u00e1mlat\u00e9tel egy-egy sorban fog megjelenni a t\u00e1bl\u00e1zatban.<\/p>\n

T\u00e9telek szinkroniz\u00e1l\u00e1sa Google T\u00e1bl\u00e1zattal<\/em><\/h3>\n

A sz\u00e1ml\u00e1k adatait a Google T\u00e1bl\u00e1zatodba nyerheted ki. Minden egyes sz\u00e1mlat\u00e9tel egy-egy sorban fog megjelenni a t\u00e1bl\u00e1zatban. A sz\u0171r\u0151 tal\u00e1latai \u00f3r\u00e1nk\u00e9nt friss\u00fclnek a szinkroniz\u00e1lt t\u00e1bl\u00e1zatban.<\/p>\n

Adatlapi f\u00e1jlok let\u00f6lt\u00e9se<\/em><\/h3>\n

Amennyiben a sz\u00e1ml\u00e1k MiniCRM adatlapjain f\u00e1jl mez\u0151t haszn\u00e1lsz ahova felt\u00f6lt\u00f6d pl. az aj\u00e1nlatot ami alapj\u00e1n k\u00e9sz\u00fclt a sz\u00e1mla, ezzel az opci\u00f3val a sz\u00e1mlaexporthoz hasonl\u00f3an egy ZIP f\u00e1jlt k\u00fcld\u00fcnk emailben, amely tartalmazza az \u00f6sszes f\u00e1jlmez\u0151be felt\u00f6lt\u00f6tt dokumentumot. Amennyiben t\u00f6bb f\u00e1jl mez\u0151t is haszn\u00e1lsz, a sz\u0171r\u0151 t\u00e1bl\u00e1zatos n\u00e9zet\u00e9ben kell a “Mez\u0151 hozz\u00e1ad\u00e1sa” gomb seg\u00edts\u00e9g\u00e9vel meghat\u00e1roznod, melyik mez\u0151 tartalm\u00e1t szeretn\u00e9d let\u00f6lteni.<\/p>\n

Kapcsolatok Excel<\/em><\/h3>\n

A sz\u00e1ml\u00e1khoz tartoz\u00f3 kapcsolattart\u00f3k el\u00e9rhet\u0151s\u00e9geit mentheted le XLS form\u00e1tumban. Err\u0151l b\u0151vebben itt olvashatsz: Kapcsolatok export\u00e1l\u00e1sa.<\/span><\/a><\/p>\n

Sz\u0171r\u00e9s adott id\u0151szaki sz\u00e1ml\u00e1kra<\/h2>\n

Amennyiben a kezd\u0151 \u00e9s z\u00e1r\u00f3 d\u00e1tum (\u00e9v, h\u00f3nap, nap) megad\u00e1s\u00e1val meghat\u00e1rozhat\u00f3 id\u0151szakban kibocs\u00e1tott sz\u00e1ml\u00e1kra szeretn\u00e9l sz\u0171rni<\/a>, a Sz\u00e1mla: Ki\u00e1ll\u00edt\u00e1s d\u00e1tuma mez\u0151t add hozz\u00e1 a sz\u0171r\u0151h\u00f6z<\/a>, majd \u00e1ll\u00edtsd be a Nagyobb X & Kisebb Y \u00e9rt\u00e9ket.<\/p>\n

Ha a kezd\u0151 \u00e9s a z\u00e1r\u00f3 sz\u00e1mlasorsz\u00e1m megad\u00e1s\u00e1val meghat\u00e1rozhat\u00f3 sorsz\u00e1mtartom\u00e1nyba tartoz\u00f3 sz\u00e1ml\u00e1kra szeretn\u00e9l sz\u0171rni<\/a>, akkor a Sz\u00e1mla: Sz\u00e1mla sorsz\u00e1m (Nagyobb X & Kisebb Y) \u00e9s a Sz\u00e1mla: Sz\u00e1mlat\u00f6mb mez\u0151t sz\u00fcks\u00e9ges felvenni a sz\u0171r\u0151be.<\/p>\n

P\u00e9ld\u00e1ul:<\/h3>\n

Ha a sz\u00e1mlasz\u00e1m: 2015-E\/00402\/EUR<\/strong><\/p>\n

Akkor a sz\u00e1mla sorsz\u00e1ma: 402<\/strong>
\nA sz\u00e1mlat\u00f6mb:\u00a02015-E \/ EUR<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

A MiniCRM Sz\u00e1ml\u00e1z\u00f3b\u00f3l t\u00f6bbf\u00e9le form\u00e1tumban is lehet\u0151s\u00e9ged van a sz\u00e1ml\u00e1k export\u00e1l\u00e1s\u00e1ra. Ehhez els\u0151 l\u00e9p\u00e9sben egy sz\u0171r\u0151t kell k\u00e9sz\u00edtened \u00e9s elmentened, melynek l\u00e9p\u00e9seir\u0151l r\u00e9szletesen itt olvashatsz: Egyedi sz\u0171r\u0151 k\u00e9sz\u00edt\u00e9se. Az al\u00e1bbi m\u00f3dszerek nem csak sz\u00e1ml\u00e1k, hanem egy\u00e9b t\u00e9teles term\u00e9kekben is megegyeznek, \u00fagymint: Aj\u00e1nlatok, munkalapok, teljes\u00edt\u00e9si igazol\u00e1sok, vagy sz\u00e1ll\u00edt\u00f3levelek export\u00e1l\u00e1sa, let\u00f6lt\u00e9se eset\u00e9n. Az al\u00e1bbi l\u00e9p\u00e9sekhez adminisztr\u00e1tor jogosults\u00e1g […]<\/p>\n","protected":false},"author":42,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2385,2061],"tags":[1863],"class_list":["post-28896","post","type-post","status-publish","format-standard","hentry","category-adatrogzites-es-letoltes","category-export-adatkimentes","tag-szamlazas"],"yoast_head":"\nSz\u00e1ml\u00e1k export\u00e1l\u00e1sa - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A MiniCRM Sz\u00e1ml\u00e1z\u00f3b\u00f3l t\u00f6bbf\u00e9le form\u00e1tumban is lehet\u0151s\u00e9ged van a sz\u00e1ml\u00e1k export\u00e1l\u00e1s\u00e1ra. Ehhez els\u0151 l\u00e9p\u00e9sben egy sz\u0171r\u0151t kell k\u00e9sz\u00edtened \u00e9s elmentened,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sz\u00e1ml\u00e1k export\u00e1l\u00e1sa - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"A MiniCRM Sz\u00e1ml\u00e1z\u00f3b\u00f3l t\u00f6bbf\u00e9le form\u00e1tumban is lehet\u0151s\u00e9ged van a sz\u00e1ml\u00e1k export\u00e1l\u00e1s\u00e1ra. Ehhez els\u0151 l\u00e9p\u00e9sben egy sz\u0171r\u0151t kell k\u00e9sz\u00edtened \u00e9s elmentened,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2020-05-24T21:01:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-18T13:28:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/05\/Screenshot-2024-09-23-at-7.14.31.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1610\" \/>\n\t<meta property=\"og:image:height\" content=\"841\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Bertalan Barn\u00e1cz\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Bertalan Barn\u00e1cz\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/\"},\"author\":{\"name\":\"Bertalan Barn\u00e1cz\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/0e7089265716ee7cda3ff2f91dcddb5d\"},\"headline\":\"Sz\u00e1ml\u00e1k export\u00e1l\u00e1sa\",\"datePublished\":\"2020-05-24T21:01:01+00:00\",\"dateModified\":\"2025-11-18T13:28:09+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/\"},\"wordCount\":751,\"image\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/05\/Screenshot-2024-09-23-at-7.14.31-300x157.png\",\"keywords\":[\"sz\u00e1ml\u00e1z\u00e1s\"],\"articleSection\":[\"Adatr\u00f6gz\u00edt\u00e9s \u00e9s let\u00f6lt\u00e9s\",\"Export \/ adatkiment\u00e9s\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/\",\"url\":\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/\",\"name\":\"Sz\u00e1ml\u00e1k export\u00e1l\u00e1sa - Documenta\u021bie MiniCRM\",\"isPartOf\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/szamlak-exportalasa\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/05\/Screenshot-2024-09-23-at-7.14.31-300x157.png\",\"datePublished\":\"2020-05-24T21:01:01+00:00\",\"dateModified\":\"2025-11-18T13:28:09+00:00\",\"author\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/0e7089265716ee7cda3ff2f91dcddb5d\"},\"description\":\"A MiniCRM Sz\u00e1ml\u00e1z\u00f3b\u00f3l t\u00f6bbf\u00e9le form\u00e1tumban is lehet\u0151s\u00e9ged van a sz\u00e1ml\u00e1k export\u00e1l\u00e1s\u00e1ra. 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