Zynk Workflow Documentation

This task will export data from Sage 50 as specified in the Query, it will export to XML format. This is useful when there is no task which exports the data required.

The table and column names that can be used in the Query are determined by the Sage 50 ODBC. Typically, we advise that you connect up to the Sage 50 ODBC via Excel (or some similar utility), which will give you a list of the table and column names. There is a section within the Sage Accounts Help file which details how to connect up to the Sage 50 ODBC via Excel, simply open the Sage 50 help, click ‘Index’ and search for ‘ODBC’.  You can view an extract of the document in the article Using ODBC driver with Microsoft Office applications.

Settings

Sage 50 Connection

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

Date Modified

Dependant
The rolling date to use when exporting modified records. Will update automatically when the task runs.

Date Modified Tables

Optional
The list of tables to check for modified records in. Use when the query is joining to multiple tables, and you need to check the modified date in one or more of the tables you are joining to.

Export As Elements

Required
Set to true to export the data as XML elements, or false to export as XML attributes. See the samples below to see the difference between the two formats.

Export Modified, New or All Records

Required
Specify whether to export new, modified or all records from Sage. Note that the ‘Modified’ setting also includes new records.

This setting will only take effect when the query is specified using the ‘Select’, ‘From’, ‘Where’, ‘Group By’ and ‘Order By’ settings. When using the ‘Custom Query’ setting, the task will always return all data.

Output File

Required
The name of the file to export to.

Root

Required
The name of the XML root element, defaults to Rows

Row

Required
The name of XML rows, defaults to Row

Custom Query

Dependant
The SQL query to run against Sage 50. This setting takes precedence over the individual ‘Select’, ‘From’, ‘Where’, ‘Group By’ and ‘Order By’ settings. E.g.  SELECT * FROM STOCK

From

Dependant
The from statement of your SQL query. The FROM keyword should not be included. Not required when specifying the query using the Custom Query setting. E.g. SALES_LEDGER

Group By

Dependant
The group by statement of your SQL query. The GROUP BY keyword should not be included. Not required when specifying the query using the Custom Query setting. E.g. SALES_LEDGER.ACCOUNT_REF

Order By

Dependant
The order by statement of your SQL query. The ORDER BY keyword should not be included. Not required when specifying the query using the Custom Query setting. E.g. SALES_LEDGER.ACCOUNT_REF

Select

Dependant
The select statement of your SQL query. The SELECT keyword should not be included. Not required when specifying the query using the Custom Query setting. E.g. SALES_LEDGER.ACCOUNT_REF, SALES_LEDGER.NAME, SALES_LEDGER.BALANCE

Where

Dependant
The where statement of your SQL query. The WHERE keyword should not be included. Not required when specifying the query using the Custom Query setting. E.g. SALES_LEDGER.ACCOUNT_REF = 'ABS001'

Zynk Settings

See Common Task Settings

Examples

Example query, which selects the name and balance fields from the sales ledger, for the account ABS001:

SELECT ACCOUNT_REF, NAME, BALANCE FROM sales_ledger WHERE ACCOUNT_REF='ABS001'

Example output file, when the ‘Export As Elements’ setting is false:

<?xml version="1.0" standalone="yes"?>
<Rows>
  <Row ACCOUNT_REF="ABS001" NAME="ABS Garages Ltd" BALANCE="2533.31" />
</Rows>

Example output file, when the ‘Export As Elements’ setting is true:

<?xml version="1.0" standalone="yes"?>
<Rows>
  <Row>
    <ACCOUNT_REF>ABS001</ACCOUNT_REF>
    <NAME>ABS Garages Ltd</NAME>
    <BALANCE>2533.31</BALANCE>
  </Row>
</Rows>

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