Zynk Workflow Documentation

This task will export customers from Visualsoft in an XML format. The results can be filtered if required. See below for a sample output file.

Settings

Connection

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

Date Modified

Required
When the ‘Export Type’ setting is set to ‘Modified’, only customers updated after this date will be exported. This date will update automatically each time the task runs.

Export Detailed

Required
Set to true to export detailed information about each record, or false to export a summary.

Export Type

Required
Choose which records should be exported. The available options are:

Lookup Value

Optional
When the ‘Export Type’ setting is set to LookupById, LookupByAccountNumber, LookupByName or LookupByEmail, specify the value to search for here. When using the LookupById option, you can specify multiple IDs by providing a comma separated list.

When the ‘Export Type’ setting is set to Modified, any value specified here will be ignored.

Output File

Required
The name of the file to export the customers to.

Zynk Settings

See Common Task Settings.

Examples

A sample output file is shown below.

<?xml version="1.0" encoding="utf-8"?>
<CUSTOMERS xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <CUSTOMER>
    <CUSTOMER_ID>5642</CUSTOMER_ID>
    <WEBSITE_ID>1</WEBSITE_ID>
    <CUSTOMER_ACCOUNT_NUMBER>ZYN001</CUSTOMER_ACCOUNT_NUMBER>
    <EMAIL_ADDRESS>support@zynk.com</EMAIL_ADDRESS>
    <DATE_OF_BIRTH />
    <CUSTOMER_OCCUPATION />
    <HEARD_ABOUT />
    <CUSTOMER_NOTES />
    <IS_EXPRESS_CUSTOMER>N</IS_EXPRESS_CUSTOMER>
    <ADDRESSES>
      <ADDRESS>
        <CUSTOMER_TITLE>Mr</CUSTOMER_TITLE>
        <CUSTOMER_FIRSTNAME>John</CUSTOMER_FIRSTNAME>
        <CUSTOMER_LASTNAME>Smith</CUSTOMER_LASTNAME>
        <COMPANY_NAME>Zynk Software</COMPANY_NAME>
        <ADDRESS_LINE_1>Office 4</ADDRESS_LINE_1>
        <ADDRESS_LINE_2>6-8 Charlotte Square</ADDRESS_LINE_2>
        <TOWN>Newcastle-upon-Tyne</TOWN>
        <COUNTY>Type &amp; Wear</COUNTY>
        <POSTCODE>NE1 4XF</POSTCODE>
        <COUNTRY_ISO_CODE>GB</COUNTRY_ISO_CODE>
        <COUNTRY_NAME>UK - Mainland</COUNTRY_NAME>
        <TELEPHONE>0191 303 7279</TELEPHONE>
        <MOBILE></MOBILE>
        <IS_DEFAULT>Y</IS_DEFAULT>
        <ADDRESS_ID>1</ADDRESS_ID>
      </ADDRESS>
    </ADDRESSES>
    <EWALLET>
      <CURRENT_BALANCE>0</CURRENT_BALANCE>
      <LOGS />
    </EWALLET>
    <DATES>
      <DATE_REGISTERED>2018-06-13 22:45:45</DATE_REGISTERED>
      <DATE_LAST_LOGIN>2018-06-13 22:45:45</DATE_LAST_LOGIN>
      <DATE_LAST_MODIFIED>2018-06-21 09:07:03</DATE_LAST_MODIFIED>
      <DATE_EMAIL_OPT_IN>2018-06-13 22:45:45</DATE_EMAIL_OPT_IN>
    </DATES>
    <OPT_INS>
      <EMAIL>No</EMAIL>
      <POST>No</POST>
      <SMS>No</SMS>
      <LOYALTY>Us</LOYALTY>
    </OPT_INS>
    <CUSTOMER_GROUP_ID>0</CUSTOMER_GROUP_ID>
    <CUSTOMER_GROUP_NAME />
    <CURRENT_BALANCE />
    <CREDIT_LIMIT />
    <LOCK_TO_TRADE_ONLY>N</LOCK_TO_TRADE_ONLY>
    <CUSTOMER_TYPE>BUSINESS</CUSTOMER_TYPE>
  </CUSTOMER>
</CUSTOMERS>

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