Template:Customer Export
Template page
- The Customer Export task can create and update customers in {{{1}}}. A customer link is created by storing the {{{1}}} customer ID in Fishbowl. Use these settings to determine how your Fishbowl customers are mapped to {{{1}}}.
- Schedule - Select the
Active checkbox to export customers to {{{1}}} on a set schedule. Click the 
Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized. - Update linked customers only - Use this option if your customers are already linked in Fishbowl and {{{1}}} and you just want to export any changes from Fishbowl to {{{1}}}.
- Create and update customers - Use this option if you want to export customers from Fishbowl to {{{1}}} and link them together. If the task is set to run on a schedule, any new customers or changes to existing customers will be exported from Fishbowl to {{{1}}}.
- Filter by included customer group(s) - This filter can be used to export only the customers that are in the selected customer groups.
