Welke tabel gebruik ik het best om de klanten uit te lezen uit Exact Online? CRM.Accounts of XML.Accounts of nog andere?
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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