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Export PDFs from Sage Intacct

You can export PDF copies of sales orders and invoices from Sage Intacct to manage your sales process.

In this article, we'll walk you through the steps to export PDFs from Sage Intacct using the Export PDFs task and explore its configurable settings.

Note

This task currently supports sales orders and invoice documents only.

Prerequisites

Before you begin, ensure that you have the following:

  • Access to Zynk Workflow.
  • A connection to Sage Intacct. If you haven't done so already, please refer to this article for instructions on setting up the connection before returning here.
  • Review the PDF XML and create a properly formatted XML document to use as your Input File.

File Settings

Input File

Provide a file containing details of the records you would like to generate a PDF for. The data must be specified in PDF XML format.

The task will read the XML data, and attempt to retrieve PDF copies of all the records it contains from Sage Intacct.

Output Folder

Specify the path to a local folder where the PDFs can be saved. The names of the PDF files will be formatted as follows:

  • Invoices - Invoice-<RECORDNO>.pdf, e.g. Invoice-1234.pdf.
  • Sales Orders - <DOCID>.pdf, e.g. Sales Order-SO0123.pdf.

Zynk Settings

See Common Task Settings

Usage

To use the Export PDFs task effectively, follow these steps:

  1. Prepare a list of records you want PDF copies of in XML format according to the schema.
  2. Configure the task settings, including specifying the input file, and output folder.
  3. Run the task to initiate the export process.
  4. Review the generated PDF files in the output folder, and check the logs in case of any errors.