Exporting Opportunities from ACT!

This task will export Opportunities from ACT!.

Connection Settings

ACT! Connection

Required
The ACT! Connection to export Companies from. See the Connecting to ACT! page if you require more information on how to create/manage Zynk Connections to ACT!.
Defaulted to the connection marked as the default for ACT!.

Export Settings

Export All

Required
Set to false to only export ACT! Opportunities that have been modified since the last export.
Set to true to always export all ACT! Opportunities.
Defaulted to false.

Filter File

Optional
An absolute or relative file path to the ACT! Query file (qry) containing the ACT! Opportunity custom filter to use when exporting data. The filter file should be created via ACT!. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Defaulted to empty.

Opportunity Custom Fields

Optional
List of additional fields to export from the ACT! Opportunities.
These should be the provided as a field per line in the list and the name provided should be the 'Field Name' as it appears in ACT!.
Defaulted to empty.

File Settings

Output File

Required
An absolute or relative file path on the local computer or network to save any Opportunities which were exported from ACT! to. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Defaulted to act_export_opportunities.xml in the current working directory.

Zynk Settings

See Common Task Settings.