Zynk Workflow Documentation

This task will export persons from webCRM in webCRM Person XML format to a file.


webCRM Connection

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 > Export Date

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

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

Export Settings > Where Clauses

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.

Page Size

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

Output File

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

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