Index

Importing and exporting data > AppleScripts
AppleScripts can be used when multiple users are accessing the company file. Note that any open windows that are related to the AppleScript routine will be automatically closed during the import and export.
Exporting accounts
to string
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[balances from month of january/february/march/april/may/june/july/august/september/october/november/december]
Indicates from which month you want to export data. Default is the current month.
[in this year/last year]
Indicates from which fiscal year you want to export data. Default is ’this year.’
Exporting activities
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting activity slips
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[identifiers string]
Specify which transactions to export by their identifiers. No default.
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
Exporting budgets
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting cards
of type customer/vendor/employee/personal
Type of card to export
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[identifiers string]
Specify which cards to export by their identifiers. No default.
[postcode from string]
Specify which cards to export by their postcodes. Must also use until parameter (below) with this parameter.
[until string]
Specifies the end range of postcodes. Must be used with postcode from parameter above.
[custom list 1 string]
Specifies what cards to export by the contents of their ’custom list 1’ fields. No default.
[custom list 2 string]
Specifies what cards to export by the contents of their ’custom list 2’ fields. No default.
[custom list 3 string]
Specifies what cards to export by the contents of their ’custom list 3’ fields. No default.
Exporting one card
Of type customer, vendor, employee, personal
Type of card to export
record id integer
Unique id of record to be exported
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting custom lists
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting inventory adjustments
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
[thirteenth period false/true]
Indicates whether the date range specified above is in the 13th period.
Exporting items
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting one item
record id integer
Unique id of record to be exported
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting jobs
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting journal entries
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[source journal general/sales/purchases/disbursements/receipts/inventory/all]
Specifies the source journal to export. Default is ’general.’
[type disbursements all/spend money/employee paychecks/vendor payments/customer refunds/transfer money]
Indicates the type of disbursements to export. Default is ’all.’ 5
[type receipts all/receive money/customer payments/vendor refunds]
Indicates the type of receipts to export. Default is ’all.’
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
[thirteenth period false/true]
Indicates whether the date range specified above is in the 13th period.
Exporting purchases
of type service/item/professional/miscellaneous
Type of purchases to export.
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[status opened/debit/closed/all bills/orders/quotes/all purchases]
Specifies what sales to export by their status. Default is ’all invoices.’
[identifiers string]
Specifies what purchases to export by their identifiers. No default.
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
Exporting one purchase
Of type service, item, professional, miscellaneous
Type of purchase to export
record id integer
Unique id of record to be exported
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting receive money transactions
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
[thirteenth period false/true]
Indicates whether the date range specified above is in the 13th period.
Exporting reminder logs
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[identifiers string]
Specifies how to identify records. No default.
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
Exporting sales
of type service/item/professional/timebilling/miscellaneous
Type of sales to export.
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[status opened/credit/closed/all invoices/orders/quotes/all sales]
Specifies what sales to export by their status. Default is ’all invoices.’
[identifiers string]
Specifies what sales to export by their identifiers. No default.
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
Exporting one sale
Of type service, item, professional, timebilling, miscellaneous
Type of sale to export
record id integer
Unique id of record to be exported.
Value syntax to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting tax code list
of type non consolidated/consolidated: tax code type
Type of tax code to export
to string
Name of file to export to.
username string
Username for company file.
password string
Password for company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
Exporting spend money transactions
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
[thirteenth period false/true]
Indicates whether the date range specified above is in the 13th period.
Exporting timesheets
to string
Name of file to which to export data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[identifiers string]
Specify which transactions to export by their identifiers. No default.
[dated from date]
Beginning date of a range of transactions to export.
[until date]
Ending date of a range of transactions to export.
Importing accounts
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/update existing record]
Indicates what to do with duplicate records. Default is ’reject them.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing activities
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/update existing record]
Indicates what to do with duplicate records. Default is ’reject them.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing activity slips
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing budgets
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/update existing record]
Indicates what to do with duplicate records. Default is ’reject them.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing cards
of type customer/vendor/employee/personal
Type of cards to import.
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing one card
of type customer/vendor/employee/personal
Type of cards to import.
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing custom lists
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/update existing record/delete existing record]
Indicates what to do with duplicate records. Default is ’reject them.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing inventory adjustments
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing items
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/update existing record]
Indicates what to do with duplicate records. Default is ’reject them.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing one item
From Alias
Name of file from which to import data.
record id integer
Unique id of record to be imported
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject/update existing record]
Indicates what to do with duplicate records. Default is ’reject.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing jobs
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/update existing record]
Indicates what to do with duplicate records. Default is ’reject them.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing journal entries transactions
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing pay bills transactions
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing purchases
of type service/item/professional/miscellaneous
Type of purchases to import.
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
[add card false/true]
Indicates whether to add card. Default is false.
Importing one purchase
Of type service, item, professional, miscellaneous
Type of purchase to import
From alias
Name of file from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/ record id]
How record will be identified. Default is card id.
[automatch false/true]
Only used when first record is header. Default is false.
[add card false/true]
Indicates whether to add card. Default is false
Importing receive money transactions
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing receive payments transactions
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing reminder logs
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them/update existing record/delete existing record]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/record id]
Indicates how to identify record. Default is card name.
[automatch false/true]
Only used when first record is header. Default is false.
Importing sales
of type service/item/professional/timebilling/miscellaneous
Type of sales to import.
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
[add card false/true]
Default is false.
Importing one sale
Of type service, item, professional, miscellaneous
Type of sale to import
From alias
Name of file from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/ record id]
How record will be identified. Default is card id
[automatch false/true]
Only used when first record is header. Default is false.
[add card false/true]
Indicates whether to add card. Default is false
Importing spend money transactions
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/add them]
Indicates what to do with duplicate records. Default is ’reject them.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card id.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing tax code list
of type non consolidated/consolidated: tax code type
Type of tax code to export
from alias
Name of file to import from.
username string
Username for company file.
password string
Password for company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[duplicates are reject them/update existing record]
Indicates what to do with duplicate records. Default is ’reject them.’
[automatch false/true]
Only used when first record is header. Default is false.
Importing timesheets
from alias
File from which to import data.
username string
Username of the company file.
password string
Password for the company file.
[separated by tabs/commas]
How data will be separated. Default is ’tabs.’
[first record is header/data]
Record type of first record in the file. Default is ’header.’
[identify by card name/card id/record id]
How record will be identified. Default is ’card name.’
[automatch false/true]
Only used when first record is header. Default is false.
Determine company file name
Determine company file path
Determine country version of company file
Determine if open company file contains multiple currencies
Boolean return [false/true]
True if company file contains multiple currencies; false if not.
Determine current user
Determine valid user account
company file alias
The name of the company file.
username string
Username of the company file.
password string
Password for the company file.
Show me card
record id integer
unique record id of card to open
username string
username for company file
password string
password for company file
Show me item
record id integer
unique record id of item to open
username string
username for company file
password string
password for company file
Show me purchase
record id integer
unique record id of purchase to open
username string
username for company file
password string
password for company file
Show me sale
record id integer
unique record id of sale to open
username string
username for company file
password string
password for company file
Card exists
record id integer
unique record id of card to test for existence
username string
username for company file
password string
password for company file
of type [customer/vendor/employee/personal]
type of card to test for existence
boolean return [true if card exists, false if not]
Card id exists
card id string
card id of card to test for existence
username string
username for company file
password string
password for company file
of type [customer/vendor/employee/personal]
type of card to test for existence
integer
negative count if multiple cards with same card id; zero if no card with card
id exists
positive number is record id if only one card with card id exists
Card name exists
name string
company/last name of card to test for existence
first name string
first name of card to test for existence
username string
username for company file
password string
password for company file
of type [customer/vendor/employee/personal]
type of card to test for existence
integer
negative count if multiple cards with same card name; zero if no card with
card name exists
positive number is record id if only one card with card name exists
item exists
record id integer
unique record id of item to test for existence
username string
username for company file
password string
password for company file
boolean return
true if item exists, false if not
Item name exists
name string
name of item to test for existence
username string
username for company file
password string
password for company file
integer
negative count if multiple items with same name; zero if no item with name exists
positive number is record id if only one item with name exists
Item number exists
number string
unique number of item to test for existence
username string
username for company file
password string
password for company file
boolean return
true if item number exists, false if not
Purchase exists
record id integer
unique record id of purchase to test for existence
username string
username for company file
password string
password for company file
boolean return
true if purchase exists, false if not
Sale exists
record id integer
unique record id of sale to test for existence
username string
username for company file
password string
password for company file
boolean return
true if sale exists, false if not
Error returns
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