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Export Orders from Brightpearl

This task will download orders from Brightpearl in XML format.

Settings

Connection

Required
The Brightpearl connection to use. See Connecting to Brightpearl.

Export Payments

Required
Set to true to if would like the task to output the payments associated with each order.

Order Status ID

Optional
The status of orders to export.

Filters the export based on order status. Select the status you want to filter on from the drop down list, or leave blank to export orders of any status.

Output File

Required
The file to save the downloaded orders to.

Export Custom Fields

Required
Set to true to download the values of any custom fields that have been set up on the contacts.

Export Details

Required
Set to true to export related data for each contact. This will include address, currency, price list and tax code information.

Export Settings -> Date Created

Required
When the 'Export Modified, New or All Records' setting is set to 'New', only records created after this date will be exported. This date will update automatically each time the task runs.

Export Settings -> Date Modified

Required
When the 'Export Modified, New or All Records' setting is set to 'New', only records created after this date will be exported. This date will update automatically each time the task runs. |

Export Settings -> Export Modified, New or All

Required
Choose which records should be included in the export. The available options are:

  • New - Only records created since the date specified in the 'Date Created' setting will be exported.
  • Modified - Only records modified since the date specified in the 'Date Modified' setting will be exported.
  • All - Records will not be filtered based on date created or modified.

Filter

Optional
Specify criteria to filter the results returned e.g. firstName=John&lastName=Smith.

ID Set

Optional
Specify the contact ID numbers and/or ranges to export. The ID numbers must be provided in numerical order. For example, the ID set 1,3,5-8,10 would download the records with ID 1, 3, 5, 6, 7, 8 and 10. Please note that this setting overrides the Filter and Export Settings, and Contact Type settings.

Zynk Settings

See Common Task Settings

Examples

Sample output file:

<?xml version="1.0"?>
<ArrayOfOrder>
  <Order>
    <externalId>5230</externalId>
    <createdOn>2016-11-30T10:00:43Z</createdOn>
    <updatedOn xsi:nil="true" />
    <id>25</id>
    <parentOrderId>0</parentOrderId>
    <orderTypeCode>SO</orderTypeCode>
    <reference>upload4321</reference>
    <acknowledged>0</acknowledged>
    <orderStatus>
      <orderStatusId>3</orderStatusId>
      <name>New phone order</name>
    </orderStatus>
    <orderPaymentStatus>UNPAID</orderPaymentStatus>
    <stockStatusCode>SON</stockStatusCode>
    <allocationStatusCode>ANA</allocationStatusCode>
    <shippingStatusCode>SNS</shippingStatusCode>
    <placedOn>2016-11-18T14:00:00Z</placedOn>
    <createdById>4</createdById>
    <priceList>
      <id>1</id>
      <name>
        <languageCode>en</languageCode>
        <text>Cost</text>
        <format>PLAINTEXT</format>
      </name>
      <code>COST</code>
      <currencyCode>GBP</currencyCode>
      <currencySymbol>£</currencySymbol>
      <currencyId>1</currencyId>
      <priceListTypeCode>BUY</priceListTypeCode>
      <gross>false</gross>
    </priceList>
    <priceModeCode>EXC</priceModeCode>
    <delivery>
      <deliveryDate>2016-11-25T23:00:00Z</deliveryDate>
      <shippingMethod>
        <id>6</id>
        <name>DHL</name>
        <code>DHL</code>
        <breaks>10,100,250,1000,100000</breaks>
        <methodType>1</methodType>
        <additionalInformationRequired>false</additionalInformationRequired>
      </shippingMethod>
    </delivery>
    <invoices>
      <invoice>
        <dueDate>2016-12-30T00:00:00Z</dueDate>
        <invoiceReference />
        <taxDate>2016-11-18T00:00:00Z</taxDate>
      </invoice>
    </invoices>
    <currency>
      <accountingCurrencyCode>GBP</accountingCurrencyCode>
      <orderCurrencyCode>GBP</orderCurrencyCode>
      <exchangeRate>1</exchangeRate>
    </currency>
    <totalValue>
      <net>410</net>
      <taxAmount>82</taxAmount>
      <baseNet>410</baseNet>
      <baseTaxAmount>82</baseTaxAmount>
    </totalValue>
    <assignment>
      <current>
        <staffOwnerContactId>0</staffOwnerContactId>
        <departmentId xsi:nil="true" />
        <leadSourceId>0</leadSourceId>
        <channelId>0</channelId>
        <projectId>0</projectId>
      </current>
    </assignment>
    <parties>
      <customer>
        <contact>
          <createdOn>2010-08-17T13:57:14+01:00</createdOn>
          <updatedOn>2016-11-24T10:11:22Z</updatedOn>
          <contactId>200</contactId>
          <isPrimaryContact>true</isPrimaryContact>
          <salutation>Mr.</salutation>
          <firstName>Demo</firstName>
          <lastName>Customer</lastName>
          <postalAddresses>
            <defaultAddress>
              <addressId>107</addressId>
              <countryId xsi:nil="true" />
            </defaultAddress>
            <billingAddress>
              <addressId>107</addressId>
              <countryId xsi:nil="true" />
            </billingAddress>
            <deliveryAddress>
              <addressId>107</addressId>
              <countryId xsi:nil="true" />
            </deliveryAddress>
          </postalAddresses>
          <communication>
            <emails>
              <PRI>
                <email>[email protected]</email>
              </PRI>
            </emails>
            <telephones>
              <PRI>01245 845632</PRI>
            </telephones>
            <messagingVoips />
            <websites />
          </communication>
          <contactStatus>
            <current>
              <contactStatusId>0</contactStatusId>
            </current>
          </contactStatus>
          <relationshipToAccount>
            <isSupplier>false</isSupplier>
            <isStaff>false</isStaff>
          </relationshipToAccount>
          <marketingDetails>
            <isReceiveEmailNewsletterStaff xsi:nil="true" />
          </marketingDetails>
          <financialDetails>
            <priceList>
              <id>1</id>
              <currencyId xsi:nil="true" />
              <gross xsi:nil="true" />
            </priceList>
            <nominalCode>0</nominalCode>
            <creditLimit>1000</creditLimit>
            <creditTermDays>30</creditTermDays>
            <currency>
              <id>1</id>
              <isDefault xsi:nil="true" />
            </currency>
            <discountPercentage>0</discountPercentage>
          </financialDetails>
          <assignment>
            <current>
              <staffOwnerContactId xsi:nil="true" />
              <departmentId xsi:nil="true" />
              <leadSourceId xsi:nil="true" />
              <channelId xsi:nil="true" />
              <projectId xsi:nil="true" />
            </current>
          </assignment>
          <organisation>
            <organisationId xsi:nil="true" />
            <name>Customer Company Ltd.</name>
          </organisation>
          <createdByid>2</createdByid>
          <contactTags>1</contactTags>
        </contact>
        <addressFullName>Demo Customer</addressFullName>
        <companyName>Customer Company Ltd.</companyName>
        <addressLine1>34 Lime St</addressLine1>
        <addressLine2>Barton</addressLine2>
        <addressLine3>Sheffield</addressLine3>
        <addressLine4>South Yorkshire</addressLine4>
        <postalCode>S1 4RT</postalCode>
        <country>United Kingdom</country>
        <countryIsoCode>GB</countryIsoCode>
        <telephone>01245 845632</telephone>
        <mobileTelephone />
        <email>[email protected]</email>
      </customer>
      <delivery>
        <addressFullName>Demo Customer</addressFullName>
        <companyName>Customer Company Ltd.</companyName>
        <addressLine1>34 Lime St</addressLine1>
        <addressLine2>Barton</addressLine2>
        <addressLine3>Sheffield</addressLine3>
        <addressLine4>South Yorkshire</addressLine4>
        <postalCode>S1 4RT</postalCode>
        <country>United Kingdom</country>
        <countryIsoCode>GB</countryIsoCode>
        <telephone>01245 845632</telephone>
        <mobileTelephone />
        <email>[email protected]</email>
      </delivery>
      <billing>
        <contact>
          <createdOn xsi:nil="true" />
          <updatedOn xsi:nil="true" />
          <contactId>200</contactId>
          <isPrimaryContact xsi:nil="true" />
          <createdByid xsi:nil="true" />
        </contact>
        <addressFullName>Demo Customer</addressFullName>
        <companyName>Customer Company Ltd.</companyName>
        <addressLine1>34 Lime St</addressLine1>
        <addressLine2>Barton</addressLine2>
        <addressLine3>Sheffield</addressLine3>
        <addressLine4>South Yorkshire</addressLine4>
        <postalCode>S1 4RT</postalCode>
        <country>United Kingdom</country>
        <countryIsoCode>GB</countryIsoCode>
        <telephone>01245 845632</telephone>
        <mobileTelephone />
        <email />
      </billing>
    </parties>
    <orderRows>
      <item>
        <key>43</key>
        <value>
          <externalId>4877</externalId>
          <createdOn xsi:nil="true" />
          <updatedOn xsi:nil="true" />
          <orderRowSequence>10</orderRowSequence>
          <product>
            <createdOn xsi:nil="true" />
            <updatedOn>2016-11-17T10:36:49Z</updatedOn>
            <id>1002</id>
            <brand>
              <id>74</id>
            </brand>
            <productType>
              <id>1</id>
            </productType>
            <seasons />
            <productGroupId>0</productGroupId>
            <nominalCodeStock>1001</nominalCodeStock>
            <identity>
              <sku>LT1</sku>
              <barcode />
            </identity>
            <stock>
              <stockTracked>false</stockTracked>
              <weight>
                <magnitude>0</magnitude>
              </weight>
            </stock>
            <financialDetails>
              <taxable>false</taxable>
              <taxCode>
                <id>7</id>
                <code>T20</code>
                <rate xsi:nil="true" />
              </taxCode>
            </financialDetails>
            <salesChannels>
              <salesChannel>
                <id xsi:nil="true" />
                <salesChannelName>Brightpearl</salesChannelName>
                <productName>Labour time</productName>
                <productCondition>new</productCondition>
                <categories>
                  <Category>
                    <categoryCode>295</categoryCode>
                  </Category>
                </categories>
                <description>
                  <languageCode>en</languageCode>
                  <text />
                  <format>HTML_FRAGMENT</format>
                </description>
                <shortDescription>
                  <languageCode>en</languageCode>
                  <text />
                  <format>HTML_FRAGMENT</format>
                </shortDescription>
                <availableToSellOnChannel xsi:nil="true" />
                <sellwhenNoStock xsi:nil="true" />
              </salesChannel>
            </salesChannels>
            <composition>
              <bundle>false</bundle>
            </composition>
            <warehouses>
              <item>
                <key>2</key>
                <value>
                  <defaultLocationId>0</defaultLocationId>
                  <reorderLevel>1</reorderLevel>
                  <reorderQuantity>1</reorderQuantity>
                </value>
              </item>
            </warehouses>
          </product>
          <productName>Labour time</productName>
          <quantity>
            <magnitude>1</magnitude>
          </quantity>
          <itemCost>
            <currencyCode>GBP</currencyCode>
            <value>0</value>
          </itemCost>
          <rowValue>
            <taxRate>20</taxRate>
            <taxCode>T20</taxCode>
            <rowNet>
              <currencyCode>GBP</currencyCode>
              <value>200</value>
            </rowNet>
            <rowTax>
              <currencyCode>GBP</currencyCode>
              <value>40</value>
            </rowTax>
          </rowValue>
          <nominalCode>4000</nominalCode>
          <composition>
            <bundleParent>false</bundleParent>
            <bundleChild>false</bundleChild>
            <parentOrderRowId>0</parentOrderRowId>
          </composition>
        </value>
      </item>
      <item>
        <key>44</key>
        <value>
          <externalId>6004</externalId>
          <createdOn xsi:nil="true" />
          <updatedOn xsi:nil="true" />
          <orderRowSequence>20</orderRowSequence>
          <product>
            <createdOn>2007-05-29T11:42:08+01:00</createdOn>
            <updatedOn>2007-09-08T15:42:45+01:00</updatedOn>
            <id>1000</id>
            <brand>
              <id>74</id>
            </brand>
            <productType>
              <id>1</id>
            </productType>
            <seasons />
            <productGroupId>0</productGroupId>
            <nominalCodeStock>1001</nominalCodeStock>
            <identity>
              <sku />
              <barcode />
            </identity>
            <stock>
              <stockTracked>false</stockTracked>
              <weight>
                <magnitude>100</magnitude>
              </weight>
            </stock>
            <financialDetails>
              <taxable>false</taxable>
              <taxCode>
                <id>7</id>
                <code>T20</code>
                <rate xsi:nil="true" />
              </taxCode>
            </financialDetails>
            <salesChannels>
              <salesChannel>
                <id xsi:nil="true" />
                <salesChannelName>Brightpearl</salesChannelName>
                <productName>Misc item without VAT</productName>
                <productCondition>new</productCondition>
                <categories>
                  <Category>
                    <categoryCode>276</categoryCode>
                  </Category>
                </categories>
                <description>
                  <languageCode>en</languageCode>
                  <text>Product description in here</text>
                  <format>HTML_FRAGMENT</format>
                </description>
                <shortDescription>
                  <languageCode>en</languageCode>
                  <text />
                  <format>HTML_FRAGMENT</format>
                </shortDescription>
                <availableToSellOnChannel xsi:nil="true" />
                <sellwhenNoStock xsi:nil="true" />
              </salesChannel>
            </salesChannels>
            <composition>
              <bundle>false</bundle>
            </composition>
            <warehouses>
              <item>
                <key>2</key>
                <value>
                  <defaultLocationId>0</defaultLocationId>
                  <reorderLevel>1</reorderLevel>
                  <reorderQuantity>1</reorderQuantity>
                </value>
              </item>
            </warehouses>
          </product>
          <productName>Free text item</productName>
          <quantity>
            <magnitude>1</magnitude>
          </quantity>
          <itemCost>
            <currencyCode>GBP</currencyCode>
            <value>0</value>
          </itemCost>
          <rowValue>
            <taxRate>20</taxRate>
            <taxCode>T20</taxCode>
            <rowNet>
              <currencyCode>GBP</currencyCode>
              <value>10</value>
            </rowNet>
            <rowTax>
              <currencyCode>GBP</currencyCode>
              <value>2</value>
            </rowTax>
          </rowValue>
          <nominalCode>4000</nominalCode>
          <composition>
            <bundleParent>false</bundleParent>
            <bundleChild>false</bundleChild>
            <parentOrderRowId>0</parentOrderRowId>
          </composition>
        </value>
      </item>
    </orderRows>
    <warehouse>
      <id>2</id>
      <name>Main warehouse</name>
      <address>
        <addressId>110</addressId>
        <countryId>222</countryId>
      </address>
    </warehouse>
    <customFields>
      <customField>
        <op xsi:nil="true" />
        <path>/PCF_YESNO</path>
        <value type="System.Boolean, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089">
          <boolean>true</boolean>
        </value>
      </customField>
      <customField>
        <op xsi:nil="true" />
        <path>/PCF_DATE</path>
        <value type="System.DateTime, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089">
          <dateTime>2016-11-17T00:00:00Z</dateTime>
        </value>
      </customField>
    </customFields>
  </Order>
</ArrayOfOrder>