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Author Topic: IIF Contact Fields not showing up  (Read 4419 times)

zesgar

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IIF Contact Fields not showing up
June 19, 2013, 02:21:36 pm
I am trying to get a contacts phone number address and such to transfer and go into Quickbooks.  It looks as though it should be able to do this by editing CRM/Financial/ExportFormat/IIF.tpl   So I edited it and also changed the transaction type to CASH SALE to generate a Sales receipt so we can print donation receipts from Quickbooks.  I added smarty fields like {$contact.city} {$contact.supplemental_address_1}  but nothing is coming through into the IIF file. 

How do I get contact fields to export?
Code: [Select]
****************** BE CAREFUL !!!!!!!!!! ***********************

*}
{assign var='tabchar' value=9|chr}
{if !empty($accounts)}
!ACCNT{$tabchar}NAME{$tabchar}REFNUM{$tabchar}TIMESTAMP{$tabchar}ACCNTTYPE{$tabchar}OBAMOUNT{$tabchar}DESC{$tabchar}ACCNUM
{* I don't think we need these fields - SCD BANKNUM EXTRA HIDDEN DELCOUNT USEID WKPAPERREF

*}
{foreach from=$accounts key=account_id item=acct}
ACCNT{$tabchar}{$acct.name}{$tabchar}{$tabchar}{$tabchar}{$acct.type}{$tabchar}{$tabchar}{$acct.description}{$tabchar}{$acct.account_code}
{/foreach}
{/if}
{if !empty($contacts)}
!CUST{$tabchar}NAME{$tabchar}REFNUM{$tabchar}TIMESTAMP{$tabchar}BADDR1{$tabchar}BADDR2{$tabchar}BADDR3{$tabchar}BADDR4{$tabchar}BADDR5{$tabchar}SADDR1{$tabchar}SADDR2{$tabchar}SADDR3{$tabchar}SADDR4{$tabchar}SADDR5{$tabchar}PHONE1{$tabchar}PHONE2{$tabchar}FAXNUM{$tabchar}EMAIL{$tabchar}NOTE{$tabchar}CONT1{$tabchar}CONT2{$tabchar}CTYPE{$tabchar}TERMS{$tabchar}TAXABLE{$tabchar}SALESTAXCODE{$tabchar}LIMIT{$tabchar}RESALENUM{$tabchar}REP{$tabchar}TAXITEM{$tabchar}NOTEPAD{$tabchar}SALUTATION{$tabchar}COMPANYNAME{$tabchar}FIRSTNAME{$tabchar}MIDINIT{$tabchar}LASTNAME{$tabchar}CUSTFLD1{$tabchar}CUSTFLD2{$tabchar}CUSTFLD3{$tabchar}CUSTFLD4{$tabchar}CUSTFLD5{$tabchar}CUSTFLD6{$tabchar}CUSTFLD7{$tabchar}CUSTFLD8{$tabchar}CUSTFLD9{$tabchar}CUSTFLD10{$tabchar}CUSTFLD11{$tabchar}CUSTFLD12{$tabchar}CUSTFLD13{$tabchar}CUSTFLD14{$tabchar}CUSTFLD15{$tabchar}JOBDESC{$tabchar}JOBTYPE{$tabchar}JOBSTATUS{$tabchar}JOBSTART{$tabchar}JOBPROJEND{$tabchar}JOBEND{$tabchar}HIDDEN{$tabchar}DELCOUNT{$tabchar}PRICELEVEL
{foreach from=$contacts key=contact_id item=contact}
CUST{$tabchar}{$contact.name}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$contact.supplemental_address_1}{$tabchar}{$contact.supplemental_address_2}{$tabchar}{$contact.city}{$contact.postal_code}{$contact.state_province}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$contact.first_name}{$tabchar}{$tabchar}{$contact.last_name}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}{$tabchar}
{/foreach}
{/if}
{if !empty($journalEntries)}
!TRNS{$tabchar}TRNSID{$tabchar}TRNSTYPE{$tabchar}DATE{$tabchar}ACCNT{$tabchar}NAME{$tabchar}CLASS{$tabchar}AMOUNT{$tabchar}DOCNUM{$tabchar}MEMO{$tabchar}PAYMETH
!SPL{$tabchar}SPLID{$tabchar}TRNSTYPE{$tabchar}DATE{$tabchar}ACCNT{$tabchar}NAME{$tabchar}CLASS{$tabchar}AMOUNT{$tabchar}DOCNUM{$tabchar}MEMO{$tabchar}PAYMETH
!ENDTRNS
{foreach from=$journalEntries key=id item=je}
TRNS{$tabchar}{$je.to_account.trxn_id}{$tabchar}CASH SALE{$tabchar}{$je.to_account.trxn_date}{$tabchar}{$je.to_account.account_name}{$tabchar}{$je.to_account.contact_name}{$tabchar}{$tabchar}{$je.to_account.amount}{$tabchar}{$je.to_account.check_number}{$tabchar}{$tabchar}{$je.to_account.payment_instrument}
{foreach from=$je.splits key=spl_id item=spl}
SPL{$tabchar}{$spl.spl_id}{$tabchar}CASH SALE{$tabchar}{$spl.trxn_date}{$tabchar}{$spl.account_name}{$tabchar}{$spl.contact_name}{$tabchar}{$tabchar}{$spl.amount}{$tabchar}{$spl.check_number}{$tabchar}{$spl.description}{$tabchar}{$spl.payment_instrument}
{/foreach}
ENDTRNS
{/foreach}
{/if}

Also I would like to be able to switch the SPL Account Contact Name with the TRNS Account.Contact Name.  Does anybody know how to generate that?

Dave Greenberg

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Re: IIF Contact Fields not showing up
June 19, 2013, 03:42:20 pm
You'll need to modify CRM/Financial/BAO/ExportFormat/IIF generateExportQuery and makeIIF functions to retrieve and pass those elements to the smarty template.

If you think these elements are generally needed, I'd recommend discussing with folks on IRC (particularly Joe Murray who was lead for CiviAccounts) - and potentially getting a patch in for 4.4.
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  • IIF Contact Fields not showing up

This forum was archived on 2017-11-26.