Table Accounts (customers)

Which table should I use to read the customers from Exact Online? CRM.Accounts, XML.Accounts, or another one?

Als het gaat om het ophalen van alle relaties, dan is het advies gebruik te maken van:

AccountsIncremental

De meestgebruikte Exact Online-tabellen zijn te vinden in:

En enkel de klanten? Want hier zitten ook leveranciers in.

In Exact kan eenzelfde partij meerdere rollen hebben. De verschillende indelingen zijn te vinden in deze situatie in de documentatie:

Each counter party is registered at most once as an account. Their type can be determined using a number of methods:

  • Customer: the column ‘Status’ has the value ‘C’ when the account is a customer. The meaning of the status codes is described in the table ‘AccountCustomerStatuses’.
  • Prospect: the column ‘Status’ has the value ‘P’ when the account is a prospect.
  • Suspect: the column ‘Status’ has the value ‘S’ when the account is a suspect.
  • Reseller: the column ‘IsReseller’ has the boolean value ‘true’.
  • Supplier: the column ‘IsSupplier’ has the boolean value ‘true’.
  • Accountant: the column ‘IsAccountant’ has the boolean value ‘true’.
  • Competitor: the column ‘IsCompetitor’ has the boolean value ‘true’.

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