Zynk Workflow Documentation

This task will export customer information from Sage 50 sales ledger to Sage 50 UK Customer XML.

Settings

Sage 50 Connection

Required
The connection to Sage 50 UK to use. See the Connecting to Sage 50 UK article if you require more information on how to create/manage connections.

Attachment Search Pattern

Required
File search pattern for attachment export e.g. *.PDF

Export Attachments

Required
Set to True if you want the attachments exported from Customers note: this will result in very large XML output files.

Export Settings

Required

Query Settings

Optional

Query Timeout

Optional
The maximum amount of time (in seconds) the query should be allowed to run.

Output File

Required
The name of the file to export to. Data is exported in Zynk XML format.

Zynk Settings

See Common Task Settings

Examples

Sample output file, for full documentation and samples see Sage 50 UK Customer XML:

<?xml version="1.0"?>
<Company>
    <Customers>
        <Customer>
            <UniqueId>ABS001</UniqueId>
            <AccountReference>ABS001</AccountReference>
            <CompanyName>ABS Garages Ltd</CompanyName>
            <Balance>2533.31</Balance>
            <VatNumber>GB745 4584 68</VatNumber>
            <SendElectronicInvoice xsi:nil="true" />
            <SendElectronicLetter>false</SendElectronicLetter>
            <CustomerInvoiceAddress>
                <Title />
                <Forename>Mike</Forename>
                <Surname>Hall</Surname>
                <Company>ABS Garages Ltd</Company>
                <Description>Mike Hall - NE31 1VB</Description>
                <Address1>Unit 34</Address1>
                <Address2>Holystone Ind Estate</Address2>
                <Town>Hebburn</Town>
                <Postcode>NE31 1VB</Postcode>
                <County>Tyne & Wear</County>
                <Country>CH</Country>
                <Telephone>0191 254 5909</Telephone>
                <Fax>0191 254 5907</Fax>
                <Mobile>0191 254 5908</Mobile>
                <Email>newbusinessadvice@sage.com</Email>
                <Website>www.sage.co.uk</Website>
                <Birthdate xsi:nil="true" />
                <Notes />
                <TaxCode>1</TaxCode>
                <CustomFields />
                <TradeContact>Peter Yates</TradeContact>
                <Activities />
                <Groups />
            </CustomerInvoiceAddress>
            <CustomerDeliveryAddress>
                <Title />
                <Forename>Mike</Forename>
                <Surname>Hall</Surname>
                <Company>ABS Garages Ltd</Company>
                <Description>Mike Hall - NE56 4ER</Description>
                <Address1>Swanson Industries</Address1>
                <Address2>Dukes Industrial Estate</Address2>
                <Town>Whitley Bay</Town>
                <Postcode>NE56 4ER</Postcode>
                <County>North Tyneside</County>
                <Country>CH</Country>
                <Telephone>0191 232 2345</Telephone>
                <Fax>0191 245 3464</Fax>
                <Birthdate xsi:nil="true" />
                <Notes />
                <TaxCode>1</TaxCode>
                <CustomFields />
                <Activities />
                <Groups />
            </CustomerDeliveryAddress>
            <Analysis1>Trade</Analysis1>
            <Analysis2>George</Analysis2>
            <Analysis3>Tyne & Wear</Analysis3>
            <NominalCode>4000</NominalCode>
            <Department>1</Department>
            <OverrideNominalCode xsi:nil="true" />
            <TaxCode>1</TaxCode>
            <OverrideTaxCode>true</OverrideTaxCode>
            <Currency>GBP</Currency>
            <FixedDiscount>0</FixedDiscount>
            <LineDiscount xsi:nil="true" />
            <PriceListReference>TRADEB</PriceListReference>
            <DiscountType>InvoiceValue</DiscountType>
            <DiscountTable />
            <CreditLimit>4000</CreditLimit>
            <SettlementDays>30</SettlementDays>
            <SettlementDiscount>2.5</SettlementDiscount>
            <PaymentDays>30</PaymentDays>
            <Terms>30 Days</Terms>
            <CreditPosition>Good</CreditPosition>
            <AccountStatus>0</AccountStatus>
            <AccountStatusText>Open</AccountStatusText>
            <DUNSNumber>0</DUNSNumber>
            <TermsAgreed>true</TermsAgreed>
            <AccountOnHold>false</AccountOnHold>
            <AccountOpened>2000-12-13T00:00:00</AccountOpened>
            <LastCreditReview>2006-09-09T00:00:00</LastCreditReview>
            <NextCreditReview>2007-03-09T00:00:00</NextCreditReview>
            <ApplicationDate>2000-12-10T00:00:00</ApplicationDate>
            <DateReceived>2000-12-11T00:00:00</DateReceived>
            <LastInvoiceDate>2006-04-24T00:00:00</LastInvoiceDate>
            <LastPaymentDate>2006-04-27T00:00:00</LastPaymentDate>
            <TurnoverMTD>5603.76</TurnoverMTD>
            <TurnoverYTD>0</TurnoverYTD>
            <PriorYear>0</PriorYear>
            <Banks>
                <Bank>
                    <BankName />
                    <Address1 />
                    <Address2 />
                    <Town />
                    <County />
                    <Postcode />
                    <AccountName />
                    <SortCode />
                    <AccountNumber />
                    <BACSRef />
                    <IBAN />
                    <BICSwift />
                    <RollNumber />
                    <AdditionalRef1 />
                    <AdditionalRef2 />
                    <AdditionalRef3 />
                    <OnlineReceipts>false</OnlineReceipts>
                </Bank>
            </Banks>
            <Attachments />
            <Memo />
            <CreateOnly xsi:nil="true" />
            <Contacts />
            <DeliveryAddresses />
            <CustomFields />
            <AnalysisCodes />
            <Activities />
            <Groups />
            <Notes />
        </Customer>
    </Customers>
</Company>

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