Exporting Customers from Sage 50 US

This task will export customer information from Sage 50 US in the Sage 50 US Customer 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 customer 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.

Date Modified

Required
The date used when exporting modified records. Records that have been updated since this date will be included in the export. The date will update automatically each time the task is ran.

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 Customer XML format. Defaults to sage_50_us_export_customers.xml.

Zynk Settings

See Common Task Settings.

Example

A sample output file is shown below. See Sage 50 US Customer XML for full documentation of the XML format.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfCustomer>
  <Customer xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <ExternalId>123</ExternalId>
    <Id>ALDRED</Id>
    <Name>Aldred Builders, Inc.</Name>
    <IsInactive>false</IsInactive>
    <AccountNumber />
    <Category>LAND</Category>
    <CustomFields>
      <CustomField>
        <Name>Sales Contact</Name>
        <Value />
      </CustomField>
      <CustomField>
        <Name>Lawn Care Srvc?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Monthly Service?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Qtrly Mailing?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Referral</Name>
        <Value>Internet</Value>
      </CustomField>
    </CustomFields>
    <ShipVia>None</ShipVia>
    <UseEmailToDeliverForms>false</UseEmailToDeliverForms>
    <ReplaceInventoryItemIDWithUPC>false</ReplaceInventoryItemIDWithUPC>
    <ReplaceInventoryItemIDWithPartNumber>false</ReplaceInventoryItemIDWithPartNumber>
    <PaymentMethod>Check</PaymentMethod>
    <CashAccountReference>10200-00</CashAccountReference>
    <Terms>
      <ChargeInterest>true</ChargeInterest>
      <CreditLimit>50000.00</CreditLimit>
      <DiscountDays>10</DiscountDays>
      <DiscountPercent>2.00</DiscountPercent>
      <DueDays>30</DueDays>
      <IsStandardTerms>false</IsStandardTerms>
      <PaymentTimeFrame>DueInNumberOfDays</PaymentTimeFrame>
      <UseDiscounts>true</UseDiscounts>
    </Terms>
    <IsProspect>false</IsProspect>
    <BillToContact>
      <Prefix />
      <FirstName>Tony</FirstName>
      <MiddleInitial />
      <LastName>Aldred</LastName>
      <Suffix />
      <CompanyName>Aldred Builders, Inc.</CompanyName>
      <Title />
      <Telephone1>770-555-0654</Telephone1>
      <Telephone2>770-555-0655</Telephone2>
      <Fax>770-555-0656</Fax>
      <Email>[email protected]</Email>
      <Gender>NotSpecified</Gender>
      <NameToUseOnForms>CompanyName</NameToUseOnForms>
      <Address>
        <Address1>412 Sever Rd</Address1>
        <Address2 />
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30092</Zip>
        <Country />
        <SalesTaxCode>GAGWINN</SalesTaxCode>
      </Address>
      <Notes />
    </BillToContact>
    <ShipToContact>
      <Prefix />
      <FirstName>Tammy</FirstName>
      <MiddleInitial />
      <LastName>Aldred</LastName>
      <Suffix />
      <CompanyName>Aldred Builders, Inc.</CompanyName>
      <Title>Bookkeeper</Title>
      <Telephone1>770-555-0657</Telephone1>
      <Telephone2>770-555-0658</Telephone2>
      <Fax>770-555-0659</Fax>
      <Email>[email protected]</Email>
      <Gender>NotSpecified</Gender>
      <NameToUseOnForms>ContactName</NameToUseOnForms>
      <Address>
        <Address1>412 Sever Rd</Address1>
        <Address2 />
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30092</Zip>
        <Country />
        <SalesTaxCode>GAGWINN</SalesTaxCode>
      </Address>
      <Notes />
    </ShipToContact>
    <CustomerSince>2011-03-15T00:00:00</CustomerSince>
    <SalesRepresentativeReference>DGROSS</SalesRepresentativeReference>
    <UsualSalesAccountReference>40000-00</UsualSalesAccountReference>
    <OpenPurchaseOrderNumber />
    <ResaleNumber />
    <PriceLevel>Price Level 1</PriceLevel>
    <CreditStatus>NotifyOverLimit</CreditStatus>
  </Customer>
</ArrayOfCustomer>