Zynk Workflow Documentation

This task will import customer information to Peoplevox in XML format, for detailed information see Peoplevox Customer XML. The information is imported using the standard fields under Integration Templates that can be configured through your Peoplevox web application. Note, the fields must use the default names, you can import the correct configuration using the file below.

Integration Templates

Customer

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Name,Reference,FirstName,LastName,Phone,Mobile,Email,CreditLimit,CreditStatus,Wholesaler

Customer Address

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CustomerReference,AddressLine1,AddressLine2,AddressCity,AddressRegion,AddressPostcode,AddressCountry,AddressReference

Settings

Peoplevox Connection

Required
The connection to the Peoplevox instance to use. See the Connecting to Peoplevox if you require more information on how to create/manage connections.

Input File

Required
The name or full path to the file the data to be imported will be read from. Defaults to peoplevox_import_customers.xml, which should exist in the working directory of the Workflow.

Success File

Required
The name or full path to the file successfully imported records will be saved to. Defaults to peoplevox_import_customers_success.xml, which will be created in the working directory of the Workflow.

Fail File

Required
The name or full path to the file falied records will be saved to. Defaults to peoplevox_import_customers_fail.xml, which will be created in the working directory of the Workflow.

Example XML

Example input file, for detailed information see Peoplevox Customer XML.

<?xml version="1.0" encoding="utf-8"?>
<Customers>
	<Customer>
		<Name>Andrew Snape</Name>
		<Reference>ANDR001</Reference>
		<FirstName>Andrew</FirstName>
		<LastName>Snape</LastName>
		<Phone>0191 303 7279</Phone>
		<Mobile>0191 303 7279</Mobile>
		<Email>support@zynk.com</Email>
		<CreditLimit>1000</CreditLimit>
		<CreditStatus>true</CreditStatus>
		<Wholesaler>false</Wholesaler>
		<CustomerAddresses>
			<CustomerAddress>
				<AddressLine1>i6</AddressLine1>
				<AddressLine2>6 - 8 Charlotte Square</AddressLine2>
				<AddressCity>Newcastle</AddressCity>
				<AddressRegion>Tyne and Wear</AddressRegion>
				<AddressPostcode>NE1 4XF</AddressPostcode>
				<AddressCountry>United Kingdom</AddressCountry>
				<AddressReference>WORK</AddressReference>
			</CustomerAddress>
		</CustomerAddresses>
	</Customer>
</Customers>

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