Export Purchase Orders from HaloPSA

This task will allow you to export purchase order 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.

• New
• Modified
• All

Page Size

The amount of records to return per page from the HaloPSA API.

Zynk Settings

See Common Task Settings

Examples

Sample output file:

<?xml version="1.0" encoding="utf-8"?>
<PurchaseOrders xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <PurchaseOrder>
    <Id>1</Id>
    <Errors />
    <TopLevelId xsi:nil="true" />
    <CreatedDate xsi:nil="true" />
    <ModifiedDate>2023-10-31T11:37:16.033</ModifiedDate>
    <Title>Laptop order #1 example #1</Title>
    <Status>0</Status>
    <User>
      <Id>37</Id>
      <SiteId>25</SiteId>
      <SiteName>Main</SiteName>
      <SiteTelephone>07701234567</SiteTelephone>
      <ClientName>Acorn Construction</ClientName>
      <Firstname>General</Firstname>
      <Surname>User</Surname>
      <Initials>GU</Initials>
      <DefaultTelephone>07701234567</DefaultTelephone>
      <Telephone>07701234567</Telephone>
      <IsInactive>false</IsInactive>
      <Colour>#68bc00</Colour>
      <IsImportant>false</IsImportant>
      <IsImportant2>false</IsImportant2>
      <ShouldNotSendEmails>false</ShouldNotSendEmails>
      <ItemTaxCode xsi:nil="true" />
      <PriorityId>0</PriorityId>
      <LinkedAgentId>0</LinkedAgentId>
      <IsCoveredByContract xsi:nil="true" />
      <ContractValue xsi:nil="true" />
      <RelationshipId xsi:nil="true" />
      <UdUserId xsi:nil="true" />
      <UdRoleCount xsi:nil="true" />
      <IsServiceAccount>false</IsServiceAccount>
      <ShouldIgnoreAutomatedBilling xsi:nil="true" />
      <ConnectWiseId>0</ConnectWiseId>
      <AutoTaskId>-1</AutoTaskId>
      <ClientId>17</ClientId>
      <AutoApplySalesTax xsi:nil="true" />
      <ContractEndDate xsi:nil="true" />
    </User>
    <SiteId>25</SiteId>
    <SiteName>Main</SiteName>
    <ClientId>17</ClientId>
    <ClientName>Acorn Construction</ClientName>
    <Currency>$</Currency>
    <CurrencyCode>1</CurrencyCode>
    <CurrencyConversionRate>1</CurrencyConversionRate>
    <TotalTax>160</TotalTax>
    <Total>960</Total>
    <PercentageInvoiced>0</PercentageInvoiced>
    <CreatedByAgentName>Joe Harrison</CreatedByAgentName>
    <Use>purchaseorder</Use>
    <ShouldPrintHtml xsi:nil="true" />
    <ShouldCancelReserve xsi:nil="true" />
    <IsValidateOnly xsi:nil="true" />
    <ShouldShowPrintPreview xsi:nil="true" />
    <ShouldCreatePo xsi:nil="true" />
    <ShouldCreateInvoice xsi:nil="true" />
    <CreateInvoicePercentage xsi:nil="true" />
    <CreateInvoiceAmount xsi:nil="true" />
    <CreateInvoiceQty xsi:nil="true" />
    <ShouldReturnInvoice xsi:nil="true" />
    <IsCopy xsi:nil="true" />
    <PdfTemplateId xsi:nil="true" />
    <Supplier>
      <Id>5</Id>
      <Errors />
      <TopLevelId>4</TopLevelId>
      <TopLevelName>Supplier Top Level One</TopLevelName>
      <CreatedDate>2020-10-14T16:49:33.117</CreatedDate>
      <ModifiedDate xsi:nil="true" />
      <ParentId>-1</ParentId>
      <DefaultCurrencyCodeId xsi:nil="true" />
      <Name>HP</Name>
      <IsInactive>false</IsInactive>
      <EmailTemplateId>0</EmailTemplateId>
      <DefaultContractId xsi:nil="true" />
      <DefaultContractSlaId xsi:nil="true" />
      <PortalPassword>**********</PortalPassword>
      <ShouldAllowApiAccess xsi:nil="true" />
      <KashflowId>0</KashflowId>
      <KashflowTenantId>0</KashflowTenantId>
      <XeroId />
      <XeroTenantId />
      <IsXeroArchived>false</IsXeroArchived>
      <IsSupplierDetails xsi:nil="true" />
      <JiraUrl />
      <JiraUsername />
      <JiraUser>
        <IsNew xsi:nil="true" />
      </JiraUser>
      <ShouldCreateJiraWebhook xsi:nil="true" />
      <IsJiraWebhookCreated xsi:nil="true" />
      <IsJiraValidated xsi:nil="true" />
      <IsSyncedToIntacct xsi:nil="true" />
      <ShouldIgnoreFromAccountingSync xsi:nil="true" />
      <AccessControlLevel>1</AccessControlLevel>
      <ServiceNowUrl />
      <ServiceNowLocale />
      <ServiceNowUsername />
      <ShouldTestServiceNow xsi:nil="true" />
      <IsServiceNowValidated xsi:nil="true" />
      <Use>supplier</Use>
      <SupplierMailboxOverride>-1</SupplierMailboxOverride>
      <IsImport xsi:nil="true" />
    </Supplier>
    <TicketId>0</TicketId>
    <PoRef>P1-1</PoRef>
    <CarriageDesc>No Carriage Charge</CarriageDesc>
    <CarriagePrice>0</CarriagePrice>
    <AuthBy />
    <Note />
    <Price>800</Price>
    <SupplierId>5</SupplierId>
    <SupplierName>HP</SupplierName>
    <GoodsinStatus>0</GoodsinStatus>
    <ThirdPartyPonumber />
    <DatePublished>1899-12-30T00:00:00</DatePublished>
    <ApprovalStatus>0</ApprovalStatus>
    <AssignedAgent>1</AssignedAgent>
    <ApprovalAgent>0</ApprovalAgent>
    <ApprovalEmail />
    <ApprovalNote />
    <ApprovalaAgentId>0</ApprovalaAgentId>
    <ApprovalDate>1899-12-30T00:00:00</ApprovalDate>
    <ThirdPartyStatus>0</ThirdPartyStatus>
    <AccountsRef />
    <ShouldDeliverToUs>false</ShouldDeliverToUs>
    <EstimatedDeliveryDate>1899-12-30T00:00:00</EstimatedDeliveryDate>
    <SalesOrderId>0</SalesOrderId>
    <UserId>37</UserId>
    <UserName>General User</UserName>
    <CostCentreId>-1</CostCentreId>
    <CostCentreName />
    <PurchaseOrderItems>
      <PurchaseOrderItem>
        <Id>1</Id>
        <SalesOrderId>0</SalesOrderId>
        <Sort>10</Sort>
        <ItemId>9</ItemId>
        <ProductCode>LAPTOP-1</ProductCode>
        <ItemExternalReference />
        <Name>Laptop</Name>
        <Price>800</Price>
        <TotalPrice>800</TotalPrice>
        <TotalNetTotal>960</TotalNetTotal>
        <TotalTax>160</TotalTax>
        <Tax>160</Tax>
        <Quantity>1</Quantity>
        <ItemTaxCode>1</ItemTaxCode>
        <AssetTypeId>131</AssetTypeId>
        <GroupId>0</GroupId>
        <LineSiteId>-1</LineSiteId>
        <SiteName />
        <Note />
        <ShouldSerialiseOnlyOne>false</ShouldSerialiseOnlyOne>
        <PercentageInvoiced>0</PercentageInvoiced>
        <InvoicedQuantity>0</InvoicedQuantity>
        <PurchaseOrderId>1</PurchaseOrderId>
        <BasePrice>800</BasePrice>
        <NetTotal>960</NetTotal>
        <QuantityReceived>0</QuantityReceived>
        <IsGroupDescription>false</IsGroupDescription>
        <SalesOrderLineId>0</SalesOrderLineId>
        <XeroLineId />
        <ItemCode />
        <AccountsCode />
        <QboLineId />
      </PurchaseOrderItem>
    </PurchaseOrderItems>
    <XeroId />
    <XeroTenantId />
    <XeroStatus>DRAFT</XeroStatus>
    <LastSynced>1899-12-30T00:00:00</LastSynced>
    <ShouldRequestApproval>true</ShouldRequestApproval>
    <QboCompanyId />
    <QboId>0</QboId>
    <SuppliersOrderReference />
    <Date>2023-10-19T08:24:40.48</Date>
    <DateSent xsi:nil="true" />
  </PurchaseOrder>
</PurchaseOrders>