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SWS FIUExport Method


Exports FIU (Financial Integration Utility) data into 3rd party accounting software formats. The data is returned in the XML and can also be saved to the path specified as long as path permissions allow. This SWS method was designed to return the exported financial data in an EXR format and update the flag to indicate the change. It can also save the data to the specified path, if one is defined.

Parameters

Name DataType Is Required
EndDate DateTime Optional
Description The date to end a process. If start date is provided, then it is the end date of a range of dates. Technically, it’s one day beyond the end date. This will default to today’s date undefined. This date cannot be greater than today.
OrgID Long Required
Description The organization’s ID number.
Path String Optional
Description If entered, the file location where the FIU export data will be saved as a .csv file. Permissions for the directory must be set to allow this to occur.
SiteList Long Optional
Description A collection of site IDs. This will return all sites within the organization if left undefined.
StartDate DateTime Required
Description The date to start a process. If end date is provided, then it is the start date of a range of dates.

Returned Parameters

Name DataType
TRAN_FIU_EXPORT TRAN_FIU_DATA
Description The object containing all the data returned in the method.

Example

As with every method we need to pass in credentials. We do this with the LookupUser request object.

We’ll assume you’ve got a web reference, let’s name it SWS, in your Visual Studio project.  At this point we need to our objects.  We’ll need the standard service object, a FIU_Request request object and a FIU_Response response object.  We can define and create those like this:

// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.FIU_Request request = new SWS.FIU_Request();
SWS.FIU_Response response;

Here’s my sample code of the Request object.

// FIUExport Request
request.OrgID = 123456;
request.SiteList = new long[] { 123456, 456789 };
request.StartDate = DateTime.Today.AddDays(1);
request.EndDate = DateTime.Today;
request.Path = "c:\\directory";

Finally we can call the method and pass across the login object and the request object to export our financial information. It’s a good idea to do this in a Try Catch block.

// Call the method that will load the response object
try
{
  response = service.FIUSelect(user_request,request);
}
catch (Exception ex)
{
  MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You’ll want to take a look at that message returned in that exception so it can be debugged.

For a full list of methods see SWS Methods.

  1. swsBecky
    April 24, 2017 at 2:55 pm

    Updated March 17, 2011: Store will now export in the correct format allowing for easy import into PeachTree. Also prior to the update there was some confusion as to which export item to select since there was two items available. We have removed the redundant items from Store 4.0 and you will now only see one export item in our Financial Integration Utility called “PeachTree.et”.

    We have also modified the default export file name which shows up during an export. The name consists of two dates and the export type. The two dates correspond with the earliest date and latest date in the export. A PeachTree export which contains records from March 1st 2011 through March 13th 2011 would default to 20110301-20110313-PeachTree.csv. This file name can be changed during export.

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