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Exporting Accounts from Sage 50 US

This task will export chart of account information from Sage 50 US in XML format. You can choose to export either all, modified or only new records, and can filter the exports if only a subset of your account records are required.

Settings

Sage Connection

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

Export New, Modified or All Records

Required
Setting to determine which records are exported from Sage. This setting defaults to Modified. The following options are available:

  • New - Will only export records created since the last time the task was ran.
  • Modified - Will only export records updated in Sage since the last time the task was ran.
  • All - Will always export all records.

Filters

Optional
Settings to allow only specific records to be exported from Sage. See the Sage 50 US Filters article for more information.

Output File

Required
The name of the file to export to. Data is exported in Sage 50 US Account XML format. Defaults to sage_50_us_export_accounts.xml.

Zynk Settings

See Common Task Settings.

Example

A sample output file is shown below.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfAccount>
  <Account>
    <ExternalId />
    <Key>16c6cacc-40d0-4fce-a77a-e8ca8048027d</Key>
    <Id>10000-00</Id>
    <Description>Petty Cash</Description>
    <IsInactive>false</IsInactive>
    <Classification>Cash</Classification>
  </Account>
  <Account>
    <ExternalId />
    <Key>edec889b-ce6c-457e-84d7-241bb2418181</Key>
    <Id>40000-00</Id>
    <Description>Sales</Description>
    <IsInactive>false</IsInactive>
    <Classification>Income</Classification>
  </Account>
  <Account>
    <ExternalId />
    <Key>94e8ca4c-875f-44df-8dc2-fa0d85ba803d</Key>
    <Id>50000-00</Id>
    <Description>Product Cost</Description>
    <IsInactive>false</IsInactive>
    <Classification>CostSales</Classification>
  </Account>
</ArrayOfAccount>