Zynk Workflow Documentation

This task will export organisations from webCRM, including the related main person, in webCRM Organisation XML format to a file.

Settings

webCRM Connection

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

Export Settings > Date Modified

Required
When the ‘Export Type’ setting is set to ‘Modified’ or ‘New’, only records modified or created after this date will be downloaded. The date will update automatically each time the task runs.

Export Settings > Export Type

Required
Used to choose which records should be included in the download. The available options are:

Export Settings > Export Type

Optional Allows filters to be added to the export to limit the data returned. The Field Name needs to exist from the source table in webCRM e.g. Status on the Delivery table, this can be specified with or without the table name prepended.

Include Field Metadata

Required Set to true to include names of custom fields in the output XML.

Main Person Settings > Export Main Person

Required
Set to true to include the details of the main person of the organisation in the output XML.

Main Person Settings > Filter Field

Required
The field from the Person table to use when searching for the main person, defaults to CheckMark10.

Main Person Settings > Export Main Person

Required
The value in the Person table to use when searching for the main person, defaults to true.

Page Size

Required Used to control the number of records that will be downloaded in each page from webCRM, defaults to 25.

Output File

Required
The name of the file to save the downloaded records to.


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