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Exporting Partners from Enapps

This task will export partner (i.e. customer and/or prospect) information from your Enapps account to an XML file.

Settings

Enapps Connection

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

Additional Fields

Optional
A list of additional field names to include in the export from Enapps. They will be output to the CustomFields element in the XML.

Export Settings

Required
Settings to control whether new, modified or all records will be exported from Enapps. The following options are available:

  • Date Created - The date to use when exporting new records. Records created since this date will be exported. The date will update automatically each time the task runs.
  • Date Modified - The date to use when exporting modified records. Records updated since this date will be exported. The date will update automatically each time the task runs.
  • Export New, Modified or All Records - Choose whether the task should export new, modified or all records.

Partner Type

Required
Select the type of partner you want to export from Enapps. The following options are available:

  • Any - Will export partners of any type.
  • Customer - Will export partners of the type 'customer'.
  • Prospect - Will export partners of the type 'prospect'.

Timeout

Optional
The length of time to wait for responses from the Enapps API. If not specified, the timeout will default to 100 seconds.

Output File

Required
The name of the file to export the data to. The data will be output in XML format, a sample of which is shown below.

Zynk Settings

See Common Task Settings

Examples

Sample output file:

<?xml version="1.0" encoding="utf-8"?>
<Partners xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Partner>
    <Id>953</Id>
    <CustomFields>
      <CustomField>
        <key>property_product_pricelist</key>
        <value>
          <item>2</item>
          <item>Trade Prices (GBP)</item>
        </value>
      </CustomField>
    </CustomFields>
    <CrmType>customer</CrmType>
    <CreateDate>2023-11-08T00:00:00</CreateDate>
    <Ref>ZYNK0001</Ref>
    <Name>Zynk Software Limited</Name>
    <WriteDate>2025-01-13T11:13:21</WriteDate>
  </Partner>
  <Partner>
    <Id>955</Id>
    <CustomFields>
      <CustomField>
        <key>property_product_pricelist</key>
        <value>
          <item>1</item>
          <item>Retail Prices (GBP)</item>
        </value>
      </CustomField>
    </CustomFields>
    <CrmType>customer</CrmType>
    <CreateDate>2011-08-02T00:00:00</CreateDate>
    <Ref>JOHN0001</Ref>
    <Name>John Smith</Name>
    <WriteDate>2024-06-28T00:00:00</WriteDate>
  </Partner>
</Partners>