Zynk Workflow Documentation

This task will import activities into ConnectWise from an XML file. See below for a sample input file.

Activities are created/updated based on the following rules:

When updating existing activities, only writeable fields specified in the input file will be updated. Any other fields will keep their existing values.

Settings

Connection

Required
The ConnectWise REST Interface connection to use. See the Connecting to ConnectWise REST Interface article if you require more information on how to create/manage connections.

Fail File

Required
The name of the file to output any activities that failed to import. The error messages will be included in the file.

Input File

Required
The name of the file containing the activities to upload to ConnectWise. A sample file is provided below.

Success File

Required
The name of the file to output any successfully imported activities to.

Prevent Reprocessing

Required
Set this option to ‘True’ to prevent the same activity being processed more than once by Zynk. An <externalId> must be provided in the input file for this to work.

Zynk Settings

See Common Task Settings.

Examples

A sample input file is shown below.

<?xml version="1.0" encoding="utf-8"?>
<Activities xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Activity>
    <id>79</id>
    <externalId>124314</externalId>
    <name>Test Activity</name>
    <company>
      <id>2</id>
      <identifier>YourCompany</identifier>
    </company>
    <contact>
      <id>84</id>
      <name>Marc Mosiman</name>
    </contact>
    <phoneNumber>76342155</phoneNumber>
    <email>marcm@arcadministration.com</email>
    <status>
      <id>1</id>
      <name>Open</name>
    </status>
    <dateStart>2018-08-15T00:00:00</dateStart>
    <dateEnd xsi:nil="true" />
    <assignTo>
      <id>176</id>
      <identifier>Admin2</identifier>
    </assignTo>
    <scheduleStatus>
      <id>2</id>
      <name>Firm</name>
    </scheduleStatus>
    <where>
      <id>1</id>
      <name>On-Site</name>
    </where>
    <notifyFlag>false</notifyFlag>
    <currency>
      <id>3</id>
      <name>Euro</name>
      <symbol></symbol>
      <isoCode>EUR</isoCode>
    </currency>
  </Activity>
</Activities>

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