Using Qbyte Exchange
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Check out our past training videos for Qbyte Exchange!
VIDEO | DESCRIPTION | PRESENTATION |
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A 3 minute Quick Byte provides an introduction to what is Qbyte Exchange and how it can help you. | ||
Qbyte Exchange is the Excel spreadsheet add-in functionality that can be used to insert and update data in Qbyte CS Land. This spreadsheet add-in is a game changer for Qbyte CS Land users! Qbyte Exchange 101 will show you how to save time by bulk loading new files and mass updating existing files. Plus, we will share valuable tips and tricks. | ||
Qbyte Exchange is the Excel spreadsheet add-in functionality that can be used to insert and update data in Qbyte CS Land. Join us to get ideas for how you could be using Qbyte Exchange today. Find out how to get started as well as hearing some hints and tips. | See the video link. |
Introduction
The Qbyte Exchange add-in is available in Excel and provides an easy way for Qbyte CS Land customers to:
Update existing data in Qbyte CS Land using Excel, for example, code table cleanup, remarks, area codes, Lessor amounts, etc.
Load/insert new data into the Qbyte CS Land database using Excel, for example, Using Qbyte Exchange for Acquisitions .
Download Qbyte CS Land data to Excel, for example, if sharing data with a purchaser during a divestiture.
IMPORTANT Considerations
When considering using Qbyte Exchange, keep in mind the functionality is different than what you may be used to in Qbyte CS Land.
Qbyte Exchange is not meant to replace Qbyte CS Land for day-to-day file maintenance. It is another option for mass inserting new files or mass updating existing files directly in the land database.
Terminating or Inactivating files should still be done in the Qbyte CS Land application itself to ensure all linked tables are also properly updated.
Data that is mandatory in Qbyte CS Land is still mandatory in Qbyte Exchange. Data must pass validation before it can be saved into the database, similar to the validation in Qbyte CS Land.
Are you familiar with code tables and BA codes in Qbyte CS Land? The data will appear in Qbyte Exchange as codes, not descriptions or names as shown in Qbyte CS Land.
Are you familiar with creating Projects in Qbyte CS Land? Projects are used to retrieve existing files that you wish to update.
Be sure to reference the wiki pages below for each module to make note of any nuances in using Qbyte Exchange versus Qbyte CS Land.
Assistance from P2 Energy Solutions may still be recommended depending on the complexity of your project for uploading and/or updating the Qbyte CS Land database using Qbyte Exchange.
FAQ and Setup
Please refer to the Qbyte Exchange FAQ and Setup page for system requirements and setup steps for each user wanting to use Qbyte Exchange.
Qbyte Exchange users must have an active Qbyte CS Land user id and password to access the database.
This is powerful functionality; it will be up to your organization who will have access. Sometimes a Land Systems Analyst will be the only one with access, sometimes 1 person in each department will be setup, sometimes multiple users will have access with 1 person designated to save the data into the database.
Using Qbyte Exchange
In Excel, after you Login to Qbyte Exchange , the following templates are currently available for selection on the Qbyte Exchange Main Menu :
Qbyte Exchange for Well (Base, Licence, Remarks, Related Files, DOI, Client Defined, Obligations)
Qbyte Exchange for Surface (Base, Lessor/Depository, Areas, Land Use, Land Description, Registration, Name Xref, Remarks, W.I., Obligations, Client Defined, Related Files, Rent Hist Manual, Rent Hist Comments)
Qbyte Exchange for Easement (Base, Areas, Land Use, Land Description, Easement, Client Defined, Registration, WI, Name Xref, Remarks, Related Files, Obligations)
Qbyte Exchange for Third Party (Base, Areas, Remarks, Client Defined, Land Description, Name Xref, Maintenance Rates, User Well Header, One Time Fees, Maintenance Fees, Distribution, Related Files, Obligations)
Qbyte Exchange for Mineral Lease (Base, Lessor/Depository, Orig Acq, Acq/Disp, Name Xref, Remarks, Client Defined, Registration, Related Files, Obligations, Rent Hist Manual, Rent Hist Comments)
Qbyte Exchange for Mineral Sub (Sub, Land Description, Rights Held, Remarks, Related Files, Obligations, Royalty, W.I., Client Defined)
Qbyte Exchange for Land Contract (Base, Remarks, Name Xref, Amendments, Terms, Orig Parties, Oper Proc, Oper Proc Remarks, Obligations, Acctg Prov, Acctg Prov Overhead, Acctg Prov Remarks, Related Files, Client Defined)
Qbyte Exchange for Land Contract Sub (Sub, Remarks, Land Description, Rights Held, Obligations, Amendments, Related Files, Royalty, DOI, Client Defined)
Qbyte Exchange for AMI Agreement (Base, Remarks, Name Xref, Amendments, Terms, Related Files, Obligations, Client Defined)
Qbyte Exchange for Facility Agreement (Base, Remarks, Name Xref, Amendments, Terms, Orig Parties, Related Files, Obligations, Mail Ballots, Client Defined)
Qbyte Exchange for Facility Agreement Sub (Sub, Remarks, Land Description, Sub Desc, Amendments, DOI, Related Files, Obligations, Client Defined)
Qbyte Exchange for Service Agreement (Base, Remarks, Name Xref, Amendments, Srv Loc Producer, Srv Loc Processor, Terms, Related Files, Obligations, Client Defined)
Qbyte Exchange for Unit Agreement (Base, Unit Lands, Unit Zones, Remarks, Unit Int, Name Xref, Amendments, Related Files, Obligations, Mail Ballots)
Qbyte Exchange for Unit Tract (Tract, Remarks, Tract Description, Tract Zone, Tract Int, Related Files, Obligations, Client Defined)
Qbyte Exchange for Facilities (Base, Licence, Remarks, Related Files, Client Defined, Obligations)
Qbyte Exchange for Pipelines (Base, Licence, Remarks, Related Files, Client Defined, Obligations)
When the desired module is selected, you will see the specific template get loaded in the spreadsheet and the Qbyte Exchange Main Menu will be replaced with a Qbyte Exchange Module Menu that has the options you will need to complete in order to update or insert data into the Qbyte CS Land database.
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