Export Contacts from Sage Business Cloud Accounting
This task will download customer and vendor information from your instance of Sage Business Cloud Accounting based on your settings.
Settings
Sage Business Cloud Accounting Connection
Required
The connection to Sage Business Cloud Accounting to use. See Connecting To Sage Business Cloud Accounting if you require more information on how to create/manage connections.
Export Addresses
Required
Set to true to export all addresses for the customers. When set to false, only the main address and delivery will be exported.
Export Contacts
Required
Set to true to export all contacts associated with each address. When set to false, only the main contact will be exported.
Export All
Required
Set to true to export all records from Sage Business Cloud Accounting, or false to only export those updated since the date specified in the 'Export From' setting.
Export From
Required
The date to export new/modified records from. This setting only takes effect when 'Export All' is set to false. The date will update automatically each time the task runs.
Output File
Required
The file to save the downloaded records to.
Items Per Page
Required
The number records to fetch per request to Sage Business Cloud Accounting. Increasing this value will reduce the number of requests needed to export the records, which may reduce the time taken.
Search
Optional
Enter a contact name, company name or reference to filter the records returned.
Zynk Settings
Example
A sample output file is shown below.
<?xml version="1.0" encoding="utf-8"?>
<sage_one_company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<contacts>
<contact>
<legacy_id>2806942</legacy_id>
<id>8841227f174c11e691e20a5d7cf84c3e</id>
<displayed_as>HMRC Reclaimed (HMRC Rec)</displayed_as>
<path>/contacts/8841227f174c11e691e20a5d7cf84c3e</path>
<created_at>2015-06-22T08:36:23Z</created_at>
<updated_at>2018-02-22T12:42:30Z</updated_at>
<contact_types>
<contact_type>
<legacy_id>1</legacy_id>
<id>CUSTOMER</id>
<displayed_as>Customer</displayed_as>
<path>/contact_types/CUSTOMER</path>
</contact_type>
</contact_types>
<name>HMRC Reclaimed</name>
<reference>HMRC Rec</reference>
<default_sales_ledger_account>
<legacy_id>2654289</legacy_id>
<id>d959cb23180811e691e20a5d7cf84c3e</id>
<displayed_as>Other income (4900)</displayed_as>
<path>/ledger_accounts/d959cb23180811e691e20a5d7cf84c3e</path>
<created_at xsi:nil="true" />
<updated_at xsi:nil="true" />
<included_in_chart xsi:nil="true" />
<nominal_code xsi:nil="true" />
<fixed_tax_rate xsi:nil="true" />
<visible_in_banking xsi:nil="true" />
<visible_in_expenses xsi:nil="true" />
<visible_in_journals xsi:nil="true" />
<visible_in_other_payments xsi:nil="true" />
<visible_in_other_receipts xsi:nil="true" />
<visible_in_reporting xsi:nil="true" />
<visible_in_sales xsi:nil="true" />
<is_control_account xsi:nil="true" />
</default_sales_ledger_account>
<tax_number>GB123456789</tax_number>
<main_address>
<legacy_id>1559159</legacy_id>
<id>992a7ffa174411e691e20a5d7cf84c3e</id>
<displayed_as>test
test</displayed_as>
<path>/addresses/992a7ffa174411e691e20a5d7cf84c3e</path>
<created_at>2015-06-22T08:36:23Z</created_at>
<updated_at>2017-10-12T16:20:47Z</updated_at>
<deleted_at xsi:nil="true" />
<contact>
<legacy_id>2806942</legacy_id>
<id>8841227f174c11e691e20a5d7cf84c3e</id>
<displayed_as>HMRC Reclaimed (HMRC Rec)</displayed_as>
<path>/contacts/8841227f174c11e691e20a5d7cf84c3e</path>
<created_at xsi:nil="true" />
<updated_at xsi:nil="true" />
<credit_limit xsi:nil="true" />
<credit_days xsi:nil="true" />
<deletable xsi:nil="true" />
</contact>
<address_type>
<legacy_id>1</legacy_id>
<id>DELIVERY</id>
<displayed_as>Delivery</displayed_as>
<path>/address_types/DELIVERY</path>
</address_type>
<name>Main Address</name>
<address_line_1>test</address_line_1>
<address_line_2>test</address_line_2>
<country>
<legacy_id>218</legacy_id>
<id>GB</id>
<displayed_as>United Kingdom (GB)</displayed_as>
<path>/countries/GB</path>
</country>
<country_group>
<legacy_id>4</legacy_id>
<id>GBIE</id>
<displayed_as>UK & Ireland</displayed_as>
<path>/country_groups/GBIE</path>
</country_group>
<is_main_address>true</is_main_address>
</main_address>
<main_contact_person>
<legacy_id>2806943</legacy_id>
<id>884126aa174c11e691e20a5d7cf84c3e</id>
<displayed_as>Main Contact</displayed_as>
<path>/contact_persons/884126aa174c11e691e20a5d7cf84c3e</path>
<created_at>2015-06-22T08:36:23Z</created_at>
<updated_at>2015-06-22T08:36:23Z</updated_at>
<deleted_at xsi:nil="true" />
<contact_person_types>
<contact_person_type>
<legacy_id>4</legacy_id>
<id>ACCOUNTS</id>
<displayed_as>Accounts</displayed_as>
<path>/contact_person_types/ACCOUNTS</path>
</contact_person_type>
</contact_person_types>
<name>Main Contact</name>
<is_main_contact>true</is_main_contact>
<contactable xsi:nil="true" />
<address>
<legacy_id>1559159</legacy_id>
<id>992a7ffa174411e691e20a5d7cf84c3e</id>
<displayed_as>test
test</displayed_as>
<path>/addresses/992a7ffa174411e691e20a5d7cf84c3e</path>
<created_at xsi:nil="true" />
<updated_at xsi:nil="true" />
<deleted_at xsi:nil="true" />
<is_main_address xsi:nil="true" />
</address>
</main_contact_person>
<bank_account_details />
<credit_limit xsi:nil="true" />
<credit_days>30</credit_days>
<product_sales_price_type>
<legacy_id>1052119</legacy_id>
<id>7a34bf52175011e691e20a5d7cf84c3e</id>
<displayed_as>Wholesale</displayed_as>
<path>/product_sales_price_types/7a34bf52175011e691e20a5d7cf84c3e</path>
<created_at xsi:nil="true" />
<updated_at xsi:nil="true" />
<active xsi:nil="true" />
</product_sales_price_type>
<currency>
<legacy_id>10</legacy_id>
<id>GBP</id>
<displayed_as>Pound Sterling (GBP)</displayed_as>
<path>/currencies/GBP</path>
</currency>
<aux_reference />
<deletable>false</deletable>
</contact>
</contacts>
</sage_one_company>