# Import Exact Synergy

**Category:** ERP

**Version:** 1.0

**Last updated:** March 17, 2026

**Author:** Any2Info

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### Description

The **Exact Synergy Import Node** provides a direct data import interface from Exact Synergy into the Any2Info DataHub.

It allows you to:

* Select Exact Synergy entities
* Choose specific columns
* Apply filters
* Limit record retrieval

The node connects directly to your Exact Synergy environment and retrieves structured data for further processing inside workflows.

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### Property Options

The **Exact Synergy Import Node** contains the following sections:

#### Entity Selection

On the left side, you can select an Exact Synergy entity, such as:

* Account
* Division
* Item
* Project
* Resource
* And other available entities

You can use the **Filter entities** search field to quickly locate a specific entity.

<figure><img src="https://870194474-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M_kE41Rl4pOtwKfvvQq%2Fuploads%2FWXoXeSUhSKIS7mcd1qMc%2Fimage.png?alt=media&#x26;token=e137428c-6c59-46a8-a2d3-105ca5d81910" alt=""><figcaption></figcaption></figure>

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#### Record Limit (Take)

At the top of the screen:

* **Select all** – Select all columns at once
* **Take** – Defines the maximum number of records retrieved

Example:\
Take = 50 → The node retrieves a maximum of 50 records.

This helps control performance and prevents excessive data loads.

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#### Column Selection

After selecting an entity, the center grid displays all available fields for that entity.

You can:

* Search using **Filter columns**
* Select specific columns
* Define the output data type

<figure><img src="https://870194474-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M_kE41Rl4pOtwKfvvQq%2Fuploads%2Fz6gUui7ySHa3pIcPQOd3%2Fimage.png?alt=media&#x26;token=b20cb44c-5ef4-4718-9ed5-4f9880b35734" alt=""><figcaption></figcaption></figure>

At the bottom under **Columns**, each selected field shows:

* **Name** – Output field name
* **Data type** – Text, Integer, Date, etc.
* **Source** – Original Exact Synergy field

Only selected columns are included in the output dataset.

<figure><img src="https://870194474-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M_kE41Rl4pOtwKfvvQq%2Fuploads%2F3bmHJoYWRktSW1Un5doq%2Fimage.png?alt=media&#x26;token=3aca2904-d94f-4e2a-8ec0-7bacc360d737" alt=""><figcaption></figcaption></figure>

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### Configuration Options

The node requires a configured Exact Synergy connection.

The connection typically includes:

* URL
* User
* Password
* Domain

Ensure the connection is properly configured before using the node.

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### Filtering

Filters can be configured via the **Filters** tab.

Each filter consists of:

* Field
* Operator (Equals, Greater Than, Less Than, Contains, etc.)
* Value

Example:

Field: Division\
Operator: Equals\
Value: 1

Filtering is strongly recommended when working with financial or transactional data.

Multiple filters can be combined.

<figure><img src="https://870194474-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M_kE41Rl4pOtwKfvvQq%2Fuploads%2Fepk2neh4CWR3Z5xXtfci%2Fimage.png?alt=media&#x26;token=f35413ce-8260-4147-bdcc-07e961b99926" alt=""><figcaption></figcaption></figure>

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### Tips & Best Practices

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

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### Changelog

| Version | Date           | Change                               |
| ------- | -------------- | ------------------------------------ |
| **1.0** | March 17, 2026 | Initial documentation version added. |