Import from Exact Synergy

The Import From Exact Synergy node provides a direct data import interface from Exact Synergy into a dataflow. It allows selecting Exact Synergy entities, choosing specific columns, applying filters, and limiting record retrieval. The node connects directly to the Exact Synergy environment and retrieves structured data for further processing.

Entity selection

You can select an Exact Synergy entity, such as Account, Division, Item, Project, Resource, and other available entities. Use the Filter entities search field to quickly locate a specific entity.

Record limit (Take)

• Select all: select all columns at once.
• Take: defines the maximum number of records retrieved (e.g. Take = 50 retrieves a maximum of 50 records). This helps control performance and prevents excessive data loads.

Column selection

After selecting an entity, all available fields for that entity are shown. You can search using Filter columns, select specific columns, and define the output data type. Each selected field shows its output field name, data type (Text, Integer, Date, etc.), and the original Exact Synergy source field. Only selected columns are included in the output dataset.

Configuration

The node requires a configured Exact Synergy connection, including URL, user, password, and domain.

Filtering

Filters can be configured via the Filters tab. Each filter consists of a field, an operator (Equals, Greater Than, Less Than, Contains, etc.), and a value. For example: Field = Division, Operator = Equals, Value = 1. Multiple filters can be combined. Filtering is strongly recommended when working with financial or transactional data.

Tips

• Always define a Take limit during testing.
• Select only necessary columns to reduce payload size.
• Avoid large unfiltered imports in production workflows.