This task will export Opportunities from ACT! into ACT! Opportunity XML.
This task requires a Connection to ACT!, for more information on setting up and managing ACT! connections, see Connecting to ACT!.
The ACT! Connection to export Opportunities from. See the Connecting to ACT! page if you require more information on how to create/manage Zynk Connections to ACT!.
Defaulted to the connection marked as the default for ACT!. For more information on managing default connections within Zynk, see the Connection Manager page.
false to only export ACT! Opportunities that have been modified since the last export.
true to always export all ACT! Opportunities.
An absolute or relative file path to the ACT! Query file (qry) containing the ACT! Opportunity custom filter to use when exporting data. The filter file should be created via ACT!. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Opportunity Custom Fields
List of additional fields to export from the ACT! Opportunities.
These should be the provided as a field per line in the list and the name provided should be the ‘Field Name’ as it appears in ACT!.
An absolute or relative file path on the local computer or network to save any Opportunities which were exported from ACT! to. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
act_export_opportunities.xml in the current working directory.
See Common Task Settings.
Articles and Sample Files
For full documentation and samples, see ACT! Opportunity XML.
- Introduction to the ACT! Connector
- Connecting to ACT!
- Importing Companies into ACT!
- Exporting Companies from ACT!
- Importing Contacts into ACT!
- Exporting Contacts from ACT!
- Importing Opportunities into ACT!
- Exporting Opportunities from ACT!
- Importing Products into ACT!
- Exporting Products from ACT!
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