Exporting Customers from Sage 200

This task will export new, modified or all customers in Sage 200 Customer XML format.

Settings

Sage 200 Connection

Required
The Sage 200 connection to use. See the Connecting to Sage 200 article if you require more information on how to create/manage connections

Contact Settings

Required

  • Export All - Set to true to export the full list of contacts for each customer, or false to export only modified contacts since the task last ran. Only takes effect when Export Contacts is set to true.
  • Export Contacts - Set to true to export the list of contacts for each customer.

Delivery Address Settings

Required

  • Export All - Set to true to export the full list of delivery address for each customer, or false to export only modified delivery addresses since the task last ran. Only takes effect when Export Delivery Addresses is set to true.
  • Export Delivery Addresses - Set to true to export the list of delivery addresses for each customer.

Characters To Cleanse

Optional
A list of characters to remove from the output file. Use this if your Sage data contains characters that are not valid for XML documents (e.g. �).

Export Settings

Required

  • Date Created - Used when exporting new records. Only records created after this date will be exported. The date will update automatically each time the task runs.
  • Export Modified, New 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.
  • Op Lock - Used when exporting modified records. Only records where the Op Lock is greater than this value will be exported. The value will update automatically each time the task runs.
    • When initially setting up the task, the Op Lock value will default to 0, this will export all records the first time that it runs.
    • If you would like the integration to pick up all records modified from now on, enter a value of MAX into the Op Lock setting and press Enter, Zynk will attempt to read the current highest value from Sage 200. Please note that you need to have a connection set up to the Sage 200 company on the task, and the user that Zynk is running as must be able to access the company).
  • Page Size - The maximum number of records in each batch read from Sage. Increasing this will speed up the export but use more memory. Defaults to 100.
  • Timeout (seconds) - Specify the timeout for the task you're running. Defaults to 30.
  • Use Caching - Will cache certain common types which could be referenced in mulitple places, to minimise the amount of database activity, and decrease to overall export time. This will use more memory, if you encounter out of memory issues, then try disabling this setting.

Query Settings

Optional

  • Columns - Used to enter the column names to export from the Sage database. Be sure to include the table name eg. [SLCustomerAccount].[CustomerAccountNumber]
  • Joins - Allows data to be exported from other tables in the Sage database. Required when exporting data from tables not included in the standard export.
  • Where Clauses - Allows filters to be set to limit the data that is exported.

Output File

Required
The file to save the exported records to, in Zynk XML format.

Zynk Settings

See Common Task Settings

Examples

Sample output file:

<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Customers>
    <Customer>
      <UniqueId>1228</UniqueId>
      <AccountReference>ZYN0001</AccountReference>
      <CompanyName>Zynk Software Limited</CompanyName>
      <Balance>299.28</Balance>
      <VatNumber />
      <SendElectronicInvoice xsi:nil="true" />
      <SendElectronicLetter xsi:nil="true" />
      <CustomerInvoiceAddress>
        <UniqueId>1229</UniqueId>
        <Title>Mr.</Title>
        <Forename>A</Forename>
        <Middlename />
        <Surname>W</Surname>
        <Company>Zynk Software Limited</Company>
        <Description> - NE1 4XF</Description>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3 />
        <Address4 />
        <Town>Jesmond</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne &amp; Wear</County>
        <Country> </Country>
        <CountryName><Non-European></CountryName>
        <Telephone>0845 123 2920</Telephone>
        <TelephoneCountryCode />
        <TelephoneAreaCode />
        <Fax />
        <FaxCountryCode />
        <FaxAreaCode />
        <Mobile />
        <MobileCountryCode />
        <MobileAreaCode />
        <Email />
        <Website />
        <ContactName />
        <Birthdate xsi:nil="true" />
        <Notes />
        <TaxCode>1</TaxCode>
        <CustomFields />
        <Activities />
        <Groups />
        <Roles>
          <Role>
           <UniqueId>1</UniqueId>
           <Name>Account</Name>
           <IsPreferred>true</IsPreferred>
         </Role>
         <Role>
           <UniqueId>2</UniqueId>
           <Name>SendStatementTo</Name>
           <IsPreferred>True</IsPreferred>
         </Role>
        </Roles>
      </CustomerInvoiceAddress>
      <CustomerDeliveryAddress>
        <UniqueId>1229</UniqueId>
        <Title>Mr.</Title>
        <Forename>A</Forename>
        <Middlename />
        <Surname>W</Surname>
        <Company>Zynk Software Limited</Company>
        <Description> - NE1 4XF</Description>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3 />
        <Address4 />
        <Town>Jesmond</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne &amp; Wear</County>
        <Country> </Country>
        <CountryName><Non-European></CountryName>
        <Telephone>0845 123 2920</Telephone>
        <TelephoneCountryCode />
        <TelephoneAreaCode />
        <Fax />
        <FaxCountryCode />
        <FaxAreaCode />
        <Mobile />
        <MobileCountryCode />
        <MobileAreaCode />
        <Email />
        <Website />
        <ContactName />
        <Birthdate xsi:nil="true" />
        <Notes />
        <TaxCode>1</TaxCode>
        <CustomFields />
        <Activities />
        <Groups />
        <Roles>
          <Role>
            <UniqueId>1</UniqueId>
            <Name>Account</Name>
            <IsPreferred>true</IsPreferred>
          </Role>
          <Role>
            <UniqueId>2</UniqueId>
            <Name>SendStatementTo</Name>
            <IsPreferred>true</IsPreferred>
          </Role>
        </Roles>
      </CustomerDeliveryAddress>
      <Analysis1 />
      <Analysis2 />
      <Analysis3 />
      <NominalCode>PREPAYME</NominalCode>
      <CostCentre />
      <Department />
      <OverrideNominalCode xsi:nil="true" />
      <TaxCode>1</TaxCode>
      <OverrideTaxCode xsi:nil="true" />
      <Currency>GBP</Currency>
      <FixedDiscount xsi:nil="true" />
      <LineDiscount>0</LineDiscount>
      <PriceListReference>Standard</PriceListReference>
      <LimitedPriceListReferences />
      <DiscountGroupReference />
      <OrderValueDiscountReference />
      <DiscountType xsi:nil="true" />
      <CreditLimit>0</CreditLimit>
      <CreditReference />
      <SettlementDays>0</SettlementDays>
      <SettlementDiscount>0</SettlementDiscount>
      <PaymentDays>0</PaymentDays>
      <PaymentBasis xsi:nil="true" />
      <Terms />
      <AccountStatus xsi:nil="true" />
      <DUNSNumber xsi:nil="true" />
      <TermsAgreed>true</TermsAgreed>
      <AccountOnHold>false</AccountOnHold>
      <AccountOpened>2013-10-04T00:00:00</AccountOpened>
      <LastCreditReview xsi:nil="true" />
      <NextCreditReview xsi:nil="true" />
      <ApplicationDate xsi:nil="true" />
      <DateReceived xsi:nil="true" />
      <LastInvoiceDate xsi:nil="true" />
      <LastPaymentDate xsi:nil="true" />
      <TurnoverMTD xsi:nil="true" />
      <TurnoverYTD xsi:nil="true" />
      <PriorYear xsi:nil="true" />
      <Priority xsi:nil="true" />
      <RestrictMailing xsi:nil="true" />
      <ChargeCredit xsi:nil="true" />
      <Banks />
      <Attachments />
      <Memo />
      <CreateOnly xsi:nil="true" />
      <ShortName>Websales</ShortName>
      <Contacts>
        <Contact>
          <UniqueId>1230</UniqueId>
          <Title>Mr.</Title>
          <Forename>A</Forename>
          <Middlename />
          <Surname>W</Surname>
          <Company>Zynk Software Limited</Company>
          <Description> - NE1 4XF</Description>
          <Address1>Nelson House</Address1>
          <Address2>Fleming Business Centre</Address2>
          <Address3 />
          <Address4 />
          <Town>Jesmond</Town>
          <Postcode>NE2 3AE</Postcode>
          <County>Tyne &amp; Wear</County>
          <Country> </Country>
          <Telephone>0845 123 2920</Telephone>
          <TelephoneCountryCode />
          <TelephoneAreaCode />
          <Fax />
          <FaxCountryCode />
          <FaxAreaCode />
          <Mobile />
          <MobileCountryCode />
          <MobileAreaCode />
          <Email />
          <Website />
          <Birthdate xsi:nil="true" />
          <Notes />
          <TaxCode>1</TaxCode>
          <Activities />
          <Groups />
        </Contact>
      </Contacts>
      <DeliveryAddresses />
      <AnalysisCodes>
        <AnalysisCode>
          <Name>Web Customer</Name>
          <Value>false</Value>
        </AnalysisCode>
      </AnalysisCodes>
      <Activities />
      <Groups />
      <Notes />
      <InvoiceLayout>Default Invoice Layout</InvoiceLayout>
      <CountryCode />
      <KeepTransactionsFor>30</KeepTransactionsFor>
      <OrderPriority />
      <Turnovers />
    </Customer>
  </Customers>
</Company>