Downloading Customer data from Intact Business Accounting

Apr 17
2009

Intact Business Accounting has an SDK which is exposed for all developers and available in the system.  The following sample shows how we load the customer data into an Access database for use with our MASC Product. IF you are using Intact and have any questions leave me a comment and I will reply.

 
Function LoadCust()
On Error GoTo Intact_Error
Dim IntactTable As New INTACTSDKTable
Dim tmpLastRecord, r, tmpCount, tmpCompany, tmpRcode
 
tmpRcode = GetPref("RouteCode Field Name")
 
Application.Echo True, "Linking to selected Intact Company"
 
tmpCompany = GetPref("Intact Company")
IntactTable.CompanyDirectory (tmpCompany)
IntactTable.TableName ("CUSTS")
 
'Clear customers and set reference to table
CurrentDb.Execute ("Delete * from tblCustomers")
CurrentDb.Execute ("Delete * from tblCustMemo")
Dim rstCust As Recordset
Set rstCust = CurrentDb.OpenRecordset("tblCustomers")
 
r = IntactTable.First
tmpLastRecord = True
tmpCount = 1
 
Do
    rstCust.AddNew
 
    'Assign details
    rstCust!ID = IntactTable.fieldvalueasstring("CODE")
    Application.Echo True, "Adding Customer Seq:" & tmpCount & " :" & IntactTable.fieldvalueasstring("CODE")
    tmpCount = tmpCount + 1
    rstCust!CustBarcode = IntactTable.fieldvalueasstring("CODE")
    rstCust!CompanyName = IntactTable.fieldvalueasstring("NAME")
    rstCust!Add1 = IntactTable.fieldvalueasstring("ADR1")
    rstCust!Add2 = IntactTable.fieldvalueasstring("ADR2")
    rstCust!Add3 = IntactTable.fieldvalueasstring("ADR3")
    rstCust!Town = IntactTable.fieldvalueasstring("ADR4")
    rstCust!County = IntactTable.fieldvalueasstring("ADR5")
    rstCust!Phone = IntactTable.fieldvalueasstring("PHONE1")    
    rstCust!CPriceCode = IIf(Len(IntactTable.fieldvalueasstring("LISTCODE") & "") = 0, IntactTable.fieldvalueasstring("CODE"), IntactTable.fieldvalueasstring("LISTCODE"))
    'Check Delivery Address
    If Len(IntactTable.fieldvalueasstring("HOCODE") & "") > 0 Then
        rstCust!MasterAccount = IntactTable.fieldvalueasstring("HOCODE")
        rstCust!DeliveryAddress = -1
    Else
        rstCust!DeliveryAddress = 0
    End If
    rstCust!RouteCode = IntactTable.fieldvalueasstring("Repcode") 'tmpRcode) 'repcode
    'Frequency Check
    If Len(IntactTable.fieldvalueasstring("XXFREQ") & "") <> 0 And IntactTable.fieldvalueasstring("XXFREQ") <> "INVALID" Then
        rstCust!Frequency = IntactTable.fieldvalueasstring("XXFREQ")
    Else
        rstCust!Frequency = "Docket"
    End If
    'Priced Check
    If IntactTable.fieldvalueasstring("XXPRICED") = "t" Then
        rstCust!Priced = -1
    Else
        rstCust!Priced = 0
    End If
    'Active Check
    If IntactTable.fieldvalueasstring("XXACTIVE") = "t" Or IntactTable.fieldvalueasstring("XXACTIVE") = "INVALID" Or IntactTable.fieldvalueasstring("XXACTIVE") = "" Then
        rstCust!Active = -1
    Else
        rstCust!Active = 0
    End If
 
    If IntactTable.fieldvalueasstring("ForceVat") = "T" Then
        rstCust!C_Vol1 = 1
        rstCust!C_Vol2 = IntactTable.fieldvalueasstring("DefVatCode")
    Else
        rstCust!C_Vol1 = 0
    End If
 
    'Other Fields
    rstCust!InvoiceMovements = -1
    rstCust!Currency = "EUR"
    rstCust!Orders = 0
    rstCust!MESSCHK = 0
    rstCust!CustType = "RET"
    'Update record
    rstCust.Update
 
    r = IntactTable.Next
 
    If r = -90 Then tmpLastRecord = False
 
    If IntactTable.fieldvalueasstring("CODE") = "" Then
        tmpLastRecord = False
    End If
Loop While tmpLastRecord
 
Set rstCust = Nothing
Set IntactTable = Nothing
 
Exit Function
 
Intact_Error:
MsgBox "Intact Customer List Refresh " & Err.Number & vbCrLf & "Details " & Err.Description & vbCrLf & "Intact Msg:" & GetIntactMsg(Err.Number)
 
Set rstCust = Nothing
Set IntactTable = Nothing
 
End Function

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