Exporting Quotations from Zigaflow
This task will export quotations from Zigaflow in Quotation XML format to a file.
Settings
Export Clients
Required
Optionally export related client from Zigaflow.
Export Contacts
Required
Optionally export related contact from Zigaflow.
Export Settings > Date Created
Required
Only quotations created after this date will be downloaded. This date is automatically updated each time the task runs with the highest created date.
Export Settings > Date Modified
Required
Only quotations updated after this date will be downloaded. This date is automatically updated each time the task runs with the highest updated date.
Export Settings > Export Modified, New or All Records
Required
Used to choose which records should be included in the export. Note that the ‘Modified’ setting will also export any new record
Export Status
Optional
Status of the quotations to export from Zigaflow. The following status are supported:-
- Draft
- Sent
- Accepted
- Declined
- Commenced
- Completed
Page Size
Required
Default Value : 50
The number of records to include in each page of records. Increasing this value will increase the speed of the download, however, more of memory (RAM) will be consumed.
Output File
Required
The name of the file to export the quotations to.
Zigaflow Connection
Required
The connection to Zigaflow to use. See the Connecting to Zigaflow article if you require further information on how to create/manage the connection to Zigaflow.
Zynk Settings
See Common Task Settings.
Examples
Sample output file, for full documentation and samples see Quotation XML
<?xml version="1.0" encoding="utf-8"?>
<Quotations xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Quotation>
<Id>1ec58ac3-95d8-4373-ade4-7123496e0549</Id>
<Client>
<Id>7cbdb9ea-fa4c-4058-804d-3d7c55a6d4b7</Id>
<Name>Zynk Software Ltd</Name>
<Address1>i6 Charlotte Square</Address1>
<Address2>6-8 Charlotte Square</Address2>
<Town>Newcastle upon Tyne</Town>
<County>Tyne & Wear</County>
<Postcode>NE1 4X</Postcode>
<Country>United Kingdom</Country>
<Email>[email protected]</Email>
<Telephone>01918201484</Telephone>
<Website>http://zynk.com</Website>
<AccountReference>ZYNK</AccountReference>
<Created>2018-12-21T11:25:45.647</Created>
</Client>
<Contact>
<Id>03ef3dcd-cebc-4549-b978-89ea4e2aa8b4</Id>
<Client>
<Id>7cbdb9ea-fa4c-4058-804d-3d7c55a6d4b7</Id>
<Value>Zynk Software Ltd</Value>
</Client>
<Title>Sales</Title>
<FirstName>Zynk</FirstName>
<LastName>Sales</LastName>
<Position>Sales</Position>
<Telephone>01918201484</Telephone>
<Email>[email protected]</Email>
<Address1 />
<Address2 />
<Address3 />
<Town />
<County />
<Postcode />
<Country />
</Contact>
<Status>
<Id>7</Id>
<Value>Completed</Value>
</Status>
<Reference>Q</Reference>
<ClientReference>Zigaflow</ClientReference>
<Number>1107</Number>
<Version>1</Version>
<Description>Integration Development</Description>
<Note>Client notes</Note>
<Discount>4.55</Discount>
<Margin>90.48</Margin>
<TotalVat>21</TotalVat>
<TotalMargin>95</TotalMargin>
<TotalCost>0</TotalCost>
<TotalNet>105</TotalNet>
<TotalPrice>126</TotalPrice>
<TotalLabour>10</TotalLabour>
<TotalLabourCost>0</TotalLabourCost>
<TotalLabourHours>10</TotalLabourHours>
<TotalProfit>105</TotalProfit>
<Profit>100</Profit>
<PriceList>
<Id>de4731b0-bf42-4995-bad5-d4b10e69fe8c</Id>
<Value>GBP</Value>
</PriceList>
<Currency>
<Id>1</Id>
<Value>GBP</Value>
</Currency>
<PoNumber>123456789</PoNumber>
<AccountReference>ZYNK</AccountReference>
<CustomFields />
<DeliveryAddress>
<Address1>i6 Charlotte Square</Address1>
<Address2>6-8 Charlotte Square</Address2>
<Country>United Kingdom</Country>
<County>Tyne & Wear</County>
<Name>Zynk Software Ltd</Name>
<Postcode>NE1 4X</Postcode>
<Reference />
<Town>Newcastle upon Tyne</Town>
</DeliveryAddress>
<InvoiceAddress>
<Address1>i6 Charlotte Square</Address1>
<Address2>6-8 Charlotte Square</Address2>
<Country>United Kingdom</Country>
<County>Tyne & Wear</County>
<Name>Zynk Software Ltd</Name>
<Postcode>NE1 4X</Postcode>
<Reference />
<Town>Newcastle upon Tyne</Town>
</InvoiceAddress>
<DateQuoted>2018-12-21T00:00:00</DateQuoted>
<NumberDaysValid>30</NumberDaysValid>
<Created>2018-12-21T11:32:00.48</Created>
<CreatedBy>[email protected]</CreatedBy>
<LastUpdated>2019-01-14T09:26:52.68</LastUpdated>
<EstimatedDelivery>2018-12-21T00:00:00</EstimatedDelivery>
<IsApproved>false</IsApproved>
<IsClientDraft>false</IsClientDraft>
<AllowClientToCustomize>false</AllowClientToCustomize>
<AllowClientEditLineItems>false</AllowClientEditLineItems>
<AllowClientEditSections>false</AllowClientEditSections>
<NeedsCheckedClientSubmission>false</NeedsCheckedClientSubmission>
<IsStripePaid>false</IsStripePaid>
<Sections>
<Section>
<Id>f3f881f2-dda0-4368-9e8e-292cb3fe0188</Id>
<Name>Integration Development</Name>
<Note>Sage 50 &amp; Zigaflow</Note>
<IncludeInTotal>true</IncludeInTotal>
<HideFromClient>false</HideFromClient>
<IsRequired>false</IsRequired>
<AllowClientToCustomize>false</AllowClientToCustomize>
<SortPos>0</SortPos>
<CurrencySymbol>£</CurrencySymbol>
<Discount>4.55</Discount>
<Margin>90.48</Margin>
<TotalLabour>10</TotalLabour>
<TotalLabourCost>0</TotalLabourCost>
<TotalLabourHours>10</TotalLabourHours>
<TotalVat>21</TotalVat>
<TotalDiscount>5</TotalDiscount>
<TotalMargin>95</TotalMargin>
<TotalCost>0</TotalCost>
<TotalNet>105</TotalNet>
<TotalPrice>126</TotalPrice>
<Items>
<Item>
<Id>d3cef410-9819-49a8-b9e3-95bcc01fc065</Id>
<ProductCode>TEST</ProductCode>
<Deleted xsi:nil="true" />
<Information>
<Description>Test Product</Description>
<Category>Test Category</Category>
<CustomFields>
<CustomField>
<Label>Custom Field 1</Label>
<Value>TEST CUSTOM FIELD</Value>
</CustomField>
</CustomFields>
</Information>
<Unit>kgs</Unit>
<UsePriceBreaks xsi:nil="true" />
<Quantity>1</Quantity>
<SetupCost>0</SetupCost>
<Vat>20</Vat>
<Markup>0</Markup>
<Discount>5</Discount>
<ListPrice>100</ListPrice>
<Price>95</Price>
<ListCost>0</ListCost>
<Cost>0</Cost>
<LabourName>Test Labour</LabourName>
<LabourHours>10</LabourHours>
<LabourRate>1</LabourRate>
<LabourCostRate>0</LabourCostRate>
<LabourPrice>10</LabourPrice>
<LabourCost>0</LabourCost>
<Margin>100</Margin>
<MarginPrice>95</MarginPrice>
<Total>105</Total>
<ImageUrl>/Product Images/NotFound.png</ImageUrl>
<IsKit>false</IsKit>
<IsKitItem>false</IsKitItem>
<IsComment>false</IsComment>
<HidePrices>false</HidePrices>
<CanDelete>true</CanDelete>
<HideOnPdf>false</HideOnPdf>
<IsRequired>false</IsRequired>
<SortPos>0</SortPos>
<AllowClientToCustomize>false</AllowClientToCustomize>
<TaxCode>
<Id>ac3eb80c-a83d-4b64-8516-549a97813b8e</Id>
<Value>20.0% S</Value>
</TaxCode>
<PurchasesAccountCode>
<Id>8f1afc15-007a-48e2-9e22-1c3b4246826a</Id>
<Value>Purchases</Value>
</PurchasesAccountCode>
<SalesAccountCode>
<Id>b01b3009-eb1e-41dc-bc14-9568e81313b3</Id>
<Value>Sales</Value>
</SalesAccountCode>
<Inactive>false</Inactive>
</Item>
</Items>
</Section>
</Sections>
</Quotation>
</Quotations>