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Exporting Items from Sage 50 CA

This task will export inventory item and service item information from Sage to an XML file.

Settings

Sage 50 CA Connection

Required
Select a Sage 50 CA connection to use. See the Connecting to Sage 50 CA article if you require more information on how to create/manage connections.

Export Prices

Required
Set to true to include price information in the data that's exported for each item.

Export Quantities

Required
Set to true to include inventory quantity information in the data that's exported for each item.

Export Taxes

Required
Set to true to include tax information in the data that's exported for each item.

Export Settings

Required
Used to determine whether new, modified or all records will be exported from Sage.

  • Date Modified - When the task is set to export modified records, only records modified 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. The following options are available: Modified, New, All. Please note that the Modified setting will also export any new records.

Filters

Optional
This setting allows you to configure a series of where clauses that will be applied to the exported from Sage. Only records that meet the conditions specified will appear in the output file. The settings for each where clause are as follows:

  • Comparison - The comparison to perform between the value specified in the where clause and the value of the field in Sage. The following options are available: Equals, NotEquals, Like, NotLike, GreaterThan, GreaterOrEquals, LessThan, LessOrEquals, In, NotIn, Between, NotBetween.
  • Field Name - The database name of the field, e.g. tCustomr.sName.
  • Literal Value - Set to true to use the value exactly as specified, or false to apply automatic formatting to it.
  • Logic Operator - Choose whether to combine this clause with others via an AND or OR operation.
  • Sub Clauses - Optionally provide further sub where clauses.
  • Value - The value to search for.
  • Value To - Used in conjunction with the Between and NotBetween comparisons, to specify the second value.

Page Size

Required
The maximum number of records to read from Sage in each batch. Increasing this may speed up the export, but will consume more memory. Defaults to 100.

Output File

Required
The name of the file to output the exported records to. The data must will be 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"?>
<Items xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Item>
    <Number>C1020</Number>
    <Description>Concrete Block</Description>
    <Category />
    <Type>Inventory</Type>
    <IsActive>true</IsActive>
    <Locations>
      <Location>
        <LocationCode>BC</LocationCode>
        <LocationDescription>Western location</LocationDescription>
        <QuantityOnHand>109</QuantityOnHand>
        <ValueOnHand>260.51</ValueOnHand>
        <QuantityOnPurchaseOrder>0</QuantityOnPurchaseOrder>
        <QuantityOnSalesOrder>10</QuantityOnSalesOrder>
        <MinimumLevel>8</MinimumLevel>
        <LastUnitPurchasePrice>2.39</LastUnitPurchasePrice>
        <LastUnitSellingPrice>2.39</LastUnitSellingPrice>
      </Location>
      <Location>
        <LocationCode>Ontario</LocationCode>
        <LocationDescription>Central location</LocationDescription>
        <QuantityOnHand>-4</QuantityOnHand>
        <ValueOnHand>-9.56</ValueOnHand>
        <QuantityOnPurchaseOrder>1</QuantityOnPurchaseOrder>
        <QuantityOnSalesOrder>9</QuantityOnSalesOrder>
        <MinimumLevel>0</MinimumLevel>
        <LastUnitPurchasePrice>2.39</LastUnitPurchasePrice>
        <LastUnitSellingPrice>2.39</LastUnitSellingPrice>
      </Location>
    </Locations>
    <Units>
      <StockingUnitOfMeasure>Each</StockingUnitOfMeasure>
      <SellingUnitOfMeasure>Each</SellingUnitOfMeasure>
      <SellingRelationship>1</SellingRelationship>
      <BuyingUnitOfMeasure>Each</BuyingUnitOfMeasure>
      <BuyingRelationship>1</BuyingRelationship>
    </Units>
    <Prices>
      <Price>
        <PriceList>Regular</PriceList>
        <CurrencyCode>CAD</CurrencyCode>
        <PricingMethod>FixedPrice</PricingMethod>
        <Price>4.75</Price>
      </Price>
      <Price>
        <PriceList>Preferred</PriceList>
        <CurrencyCode>CAD</CurrencyCode>
        <PricingMethod>FixedPrice</PricingMethod>
        <Price>4.55</Price>
      </Price>
      <Price>
        <PriceList>Web Price</PriceList>
        <CurrencyCode>CAD</CurrencyCode>
        <PricingMethod>FixedPrice</PricingMethod>
        <Price>0</Price>
      </Price>
      <Price>
        <PriceList>Regular</PriceList>
        <CurrencyCode>USD</CurrencyCode>
        <PricingMethod>ExchangeRate</PricingMethod>
        <Price>0</Price>
      </Price>
      <Price>
        <PriceList>Preferred</PriceList>
        <CurrencyCode>USD</CurrencyCode>
        <PricingMethod>ExchangeRate</PricingMethod>
        <Price>0</Price>
      </Price>
      <Price>
        <PriceList>Web Price</PriceList>
        <CurrencyCode>USD</CurrencyCode>
        <PricingMethod>FixedPrice</PricingMethod>
        <Price>0</Price>
      </Price>
    </Prices>
    <Accounts>
      <Asset>15300</Asset>
      <Revenue>42200</Revenue>
      <Cogs>50200</Cogs>
      <Variance>50200</Variance>
    </Accounts>
    <Taxes>
      <Tax>
        <TaxAuthority>GST</TaxAuthority>
        <TaxExempt>false</TaxExempt>
      </Tax>
      <Tax>
        <TaxAuthority>PST</TaxAuthority>
        <TaxExempt>false</TaxExempt>
      </Tax>
      <Tax>
        <TaxAuthority>PST Customer ID</TaxAuthority>
        <TaxExempt>false</TaxExempt>
      </Tax>
      <Tax>
        <TaxAuthority>PST Company ID</TaxAuthority>
        <TaxExempt>false</TaxExempt>
      </Tax>
      <Tax>
        <TaxAuthority>HST</TaxAuthority>
        <TaxExempt>false</TaxExempt>
      </Tax>
      <ImportDutyPercentage>0</ImportDutyPercentage>
    </Taxes>
  </Item>
</Items>