Files
Ai/TrafagSalesExporter/SageSpainFinalExportPackage

Sage Spain final sales export candidate
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Run on the Spain Sage SQL Server machine.

PowerShell commands:

Set-ExecutionPolicy -Scope Process Bypass
.\Export-SageSpainSalesCsv.ps1

Full export, default year 2025:

.\Export-SageSpainSalesCsv.ps1 -ExportMode Full -Year 2025

Range export, explicit window:

.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -FromDate "2025-05-01" -ToDate "2025-06-01"

Range export by registration date, useful for new/changed records registered in a period:

.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2025-05-01" -ToDate "2025-06-01"

Output folder on Desktop:

Sage_Spain_Sales_Export_YYYYMMDD_HHMMSS

Files created:

- Spain_Sales_full_YYYY0101_to_YYYY1231.csv for full export
- Spain_Sales_range_YYYYMMDD_to_YYYYMMDD.csv for range export
- Matching *_summary.txt file

The script only reads SQL Server data. It does not change Sage or SQL Server.

Default source:

- Database: Sage
- Header: dbo.CabeceraAlbaranCliente
- Lines: dbo.LineasAlbaranCliente
- Full export date filter: CabeceraAlbaranCliente.FechaFactura from YYYY-01-01 to next YYYY-01-01
- Range export date filter: explicit FromDate/ToDate
- DateFilter InvoiceDate uses CabeceraAlbaranCliente.FechaFactura
- DateFilter LineRegistrationDate uses LineasAlbaranCliente.FechaRegistro, with fallback to FechaFactura
- Sales value: LineasAlbaranCliente.ImporteNeto

If the SQL instance or database name differs:

.\Export-SageSpainSalesCsv.ps1 -ServerInstance "localhost" -Database "Sage" -ExportMode Full -Year 2025


Automatic upload to SharePoint with rclone
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Target SharePoint folder:

https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien

Decoded folder path:

Shared Documents/Import/Finance/Spanien

Recommended rclone setup on the Spain Sage server:

1. Install rclone.
2. Run:

rclone config

3. Create a new remote for the SharePoint document library.

Recommended remote name:

trafag-bi

The remote should point to the document library root "Shared Documents" of:

https://trafagag.sharepoint.com/sites/WorldwideBIPlatform

Then this target path is used by the wrapper script:

trafag-bi:Import/Finance/Spanien

Test rclone:

rclone lsd trafag-bi:
rclone lsd trafag-bi:"Import/Finance"
rclone lsd trafag-bi:"Import/Finance/Spanien"

Run daily range export and upload, default window yesterday until today:

.\Run-SpainExportAndUpload.ps1

Explicit range:

.\Run-SpainExportAndUpload.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03"

Full export and upload:

.\Run-SpainExportAndUpload.ps1 -ExportMode Full -Year 2025

If the rclone remote has another name:

.\Run-SpainExportAndUpload.ps1 -RcloneRemote "YOUR_REMOTE_NAME"

If rclone.exe is not in PATH:

.\Run-SpainExportAndUpload.ps1 -RcloneExe "C:\Tools\rclone\rclone.exe"

Suggested Windows Task Scheduler command:

powershell.exe -NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1

Important:

- The export script only reads SQL Server data.
- rclone only uploads the generated CSV and matching summary file.
- For daily deltas use ExportMode Range with DateFilter LineRegistrationDate.
- ToDate is exclusive.