Export Customers from HaloPSA
This task will allow you to export customer data from your HaloPSA platform based on the task settings provided.
Settings
Connection
Required
The HaloPSA connection to use. See Connecting to HaloPSA.
File Settings
Output File
The data exported from this task will be saved to an XML in the given location.
HaloPSA Settings
Export Date
When using the Modified or New Export Type options, this date will appended to the request to return records updated or created after this date.
Furthermore, this date will be automatically updated to the date of the most recently exported record on a successful execution.
The setting will be ignored when the All Export Type option is selected.
Export Type
This setting indicates the array of data you'd like to return, e.g if you want to export only modified records, select the Modified option.
NewModifiedAll
Page Size
The amount of records to return per page from the HaloPSA API.
Export Account Manager
Set to true to export the corresponding account manager for each customer record.
Export Customer Addresseses
Set to true to export the corresponding addresses for each customer record.
Export Customer Address Contact
Set to true to export the corresponding contact for each address on each customer record.
Export Customer Address Country Code
Set to true to export the corresponding country code for each address on each customer record.