GetConnector for retrieving organisations based on an external key

In Profit, organisations often have a code that is different from the code used in an external application. This is why in Profit you can record the external code for organisations. You can also use the external code to retrieve organisations with a GetConnector.

Note:

For each organisation record the external key as described below. Do not use a custom field for the external key, since custom fields are not indexed. The performance therefore is lower when a custom field is used as a key field for retrieving organisations.

To record an external key in Profit:

The External key field is not by default visible in CRM / Organisation/person / Organisation/person. Use the Management Tool to add this field (to a custom tab). Next, you can enter a key for each organisation. You can also use the 'KnOrganisation' for this.

To retrieve records:

1. Go to: General / Output / Management / GetConnector.
2. Add a GetConnector for retrieving organisations.
3. Add the External key field to the data collection.