Exporting Customers from Dynamics 365 Business Central

This task will export customers from Dynamics 365 Business Central to Dynamics 365 Business Central Customer XML format.

Settings

Dynamics 365 Business Central Connection

Required
The connection to Dynamics 365 Business Central to use. See the Connecting to Dynamics 365 Business Central article if you require more information on how to create/manage connections.

Export Aged Accounts Receivables

Required
Set to true to include detailed aged accounts receivables information in the output from the task.

Export Contacts

Required
Set to true to include detailed contact information in the output from the task.

Export Country/Regions

Required
Set to true to include detailed country/regions information in the output from the task.

Export Currencies

Required
Set to true to include detailed currency information in the output from the task.

Export Default Dimensions

Required
Set to true to include detailed default dimension information in the output from the task.

Export Financial Details

Required
Set to true to include financial details information in the output from the task.

Export Payment Methods

Required
Set to true to include detailed payment method information in the output from the task.

Export Payment Terms

Required
Set to true to include detailed payment term information in the output from the task.

Export Pictures

Required
Set to true to include detailed picture information in the output from the task, including a base-64 encoded copy of the image.

Export Settings

Required

  • Date Modified - Only records modified after this date will be exported. The date will update automatically each time the task runs.
  • Export Modified or All Records - Used to choose which records should be included in the export. Note that the 'Modified' setting will also export any new records.

Export Shipment Methods

Required
Set to true to include detailed shipment method information in the output from the task.

Filter

Optional
Specify criteria to use to filter the records output by the task. The filter is specified using the OData format, e.g. id eq c998d7da-549e-ed11-988a-000d3a3885d3. See Filtering for more information.

Output File

Required
The name of the file to write the exported records to. The data will be exported in XML format, a sample is provided below.

Page Size

Required
The maximum number of records to requested at a time. Increasing this will speed up the export but will use more memory and may result in timeout errors. The maximum is 20000.

Zynk Settings

See Common Task Settings

Examples

Sample output file:

<?xml version="1.0" encoding="utf-8"?>
<Customers xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Customer>
    <Id>d4f4fd40-34bc-ed11-9a88-6045bd0cf992</Id>
    <ODataETag>W/"JzE2OzIxOTA3ODUwMDk0MDE5OTUxOzAwOyc="</ODataETag>
    <Number>C00020</Number>
    <DisplayName>Zynk Software</DisplayName>
    <Type>Company</Type>
    <AddressLine1>Office 16</AddressLine1>
    <AddressLine2>6 Charlotte Square</AddressLine2>
    <City>Newcastle</City>
    <State>Tyne &amp; Wear</State>
    <Country>GB</Country>
    <PostalCode>NE1 4XF</PostalCode>
    <PhoneNumber />
    <Email>[email protected]</Email>
    <Website>www.zynk.com</Website>
    <TaxLiable>false</TaxLiable>
    <TaxAreaId>248e3bdf-549e-ed11-988a-000d3a3885d3</TaxAreaId>
    <TaxAreaDisplayName>Domestic customers and vendors</TaxAreaDisplayName>
    <TaxRegistrationNumber />
    <CurrencyId>00000000-0000-0000-0000-000000000000</CurrencyId>
    <CurrencyCode>GBP</CurrencyCode>
    <PaymentTermsId>fa97d7da-549e-ed11-988a-000d3a3885d3</PaymentTermsId>
    <ShipmentMethodId>ae98d7da-549e-ed11-988a-000d3a3885d3</ShipmentMethodId>
    <PaymentMethodId>c58d3bdf-549e-ed11-988a-000d3a3885d3</PaymentMethodId>
    <Blocked>_x0020_</Blocked>
    <LastModifiedDateTime>2023-03-06T15:33:37.68Z</LastModifiedDateTime>
    <PaymentTerm>
      <Id>fa97d7da-549e-ed11-988a-000d3a3885d3</Id>
      <ODataETag>W/"JzIwOzEwODIzMjE3MjE0NjMyMjk4NDMzMTswMDsn"</ODataETag>
      <Code>14 DAYS</Code>
      <DisplayName>Net 14 days</DisplayName>
      <DueDateCalculation>14D</DueDateCalculation>
      <DiscountDateCalculation />
      <DiscountPercent>0</DiscountPercent>
      <CalculateDiscountOnCreditMemos>false</CalculateDiscountOnCreditMemos>
      <LastModifiedDateTime>2023-01-27T15:11:51.297Z</LastModifiedDateTime>
    </PaymentTerm>
    <ShipmentMethod>
      <Id>ae98d7da-549e-ed11-988a-000d3a3885d3</Id>
      <ODataETag>W/"JzIwOzE0NTM3NDA2NzkzNDMxNzkzNTgxMTswMDsn"</ODataETag>
      <Code>CFR</Code>
      <DisplayName>Cost and Freight</DisplayName>
      <LastModifiedDateTime>2023-01-27T15:11:52.813Z</LastModifiedDateTime>
    </ShipmentMethod>
    <PaymentMethod>
      <Id>c58d3bdf-549e-ed11-988a-000d3a3885d3</Id>
      <ODataETag>W/"JzIwOzE0NTM2OTMxODM4MjMzMzgyMjk5MTswMDsn"</ODataETag>
      <Code>BANK</Code>
      <DisplayName>Bank Transfer</DisplayName>
      <LastModifiedDateTime>2023-01-27T15:18:51.923Z</LastModifiedDateTime>
    </PaymentMethod>
    <CustomerFinancialDetail>
      <Id>d4f4fd40-34bc-ed11-9a88-6045bd0cf992</Id>
      <ODataETag>W/"JzE5OzQ2MDk0MTAzMjg4ODI5ODkxNTkxOzAwOyc="</ODataETag>
      <Number>C00020</Number>
      <Balance>0</Balance>
      <TotalSalesExcludingTax>172.33</TotalSalesExcludingTax>
      <OverdueAmount>0</OverdueAmount>
    </CustomerFinancialDetail>
    <Picture>
      <Id>d4f4fd40-34bc-ed11-9a88-6045bd0cf992</Id>
      <ODataETag>W/"JzE5OzQ2MDk2MzE0NjIwNTc2NDk5NjQxOzAwOyc="</ODataETag>
      <ParentType>Customer</ParentType>
      <Width>0</Width>
      <Height>0</Height>
      <ContentType />
      <PictureContentEditLink>https://api.businesscentral.dynamics.com/v2.0/PRODUCTION/api/v2.0/companies(bba482b8-549e-ed11-988a-000d3a3885d3)/customers(d4f4fd40-34bc-ed11-9a88-6045bd0cf992)/picture/pictureContent</PictureContentEditLink>
      <PictureContentReadLink>https://api.businesscentral.dynamics.com/v2.0/PRODUCTION/api/v2.0/companies(bba482b8-549e-ed11-988a-000d3a3885d3)/customers(d4f4fd40-34bc-ed11-9a88-6045bd0cf992)/picture/pictureContent</PictureContentReadLink>
      <PictureContent><!-- base 64 encoded content here --></PictureContent>
    </Picture>
    <DefaultDimensions />
    <AgedAccountsReceivable>
      <ODataETag>W/"JzIwOzE3NjQzMzMxNTE1MTM0Mzg4NTE5MTswMDsn"</ODataETag>
      <CustomerId>d4f4fd40-34bc-ed11-9a88-6045bd0cf992</CustomerId>
      <CustomerNumber>C00020</CustomerNumber>
      <Name>Zynk Software</Name>
      <CurrencyCode />
      <BalanceDue>0</BalanceDue>
      <currentAmount>0</currentAmount>
      <Period1Amount>0</Period1Amount>
      <Period2Amount>0</Period2Amount>
      <Period3Amount>0</Period3Amount>
      <agedAsOfDate>2023-03-08T00:00:00</agedAsOfDate>
      <periodLengthFilter>30D</periodLengthFilter>
    </AgedAccountsReceivable>
    <ContactsInformation>
      <ContactInformation>
        <ODataETag>W/"JzIwOzEyNjQ1NTYxOTY2MDAwMDIwNTgxMTswMDsn"</ODataETag>
        <ContactId>d8f4fd40-34bc-ed11-9a88-6045bd0cf992</ContactId>
        <ContactNumber>CT000026</ContactNumber>
        <ContactName>Zynk Software</ContactName>
        <ContactType>Company</ContactType>
        <RelatedId>d4f4fd40-34bc-ed11-9a88-6045bd0cf992</RelatedId>
        <RelatedType>Customer</RelatedType>
      </ContactInformation>
    </ContactsInformation>
  </Customer>
</Customers>