Zynk Workflow Documentation

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

Companies are created/updated based on the following rules:

When updating existing companies, 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 companies that failed to import. The error messages will be included in the file.

Input File

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

Success File

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

Match Companies On

Optional
Use this setting to select the fields companies should be matched on. If more than one is specified, the task will search for companies where all of the fields match. The following fields are available:

Prevent Reprocessing

Required
Set this option to ‘True’ to prevent the same company 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"?>
<Companies xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Company>
    <id>2</id>
    <externalId>MYCOM</externalId>
    <identifier>YourCompany</identifier>
    <name>Your Company</name>
    <status>
      <id>1</id>
      <name>Active</name>
    </status>
    <type>
      <id>5</id>
      <name>Partner</name>
    </type>
    <addressLine1>test</addressLine1>
    <addressLine2>test</addressLine2>
    <city>test</city>
    <state>MS</state>
    <zip>NE1 4XF</zip>
    <country>
      <id>1</id>
      <name>United States</name>
    </country>
    <phoneNumber>0191 303 7279</phoneNumber>
    <faxNumber />
    <website>http://www.example.com</website>
    <territoryId>38</territoryId>
    <marketId>23</marketId>
    <accountNumber>MYCOM</accountNumber>
    <defaultContact>
      <id>77</id>
      <name>Arnie Bellini</name>
    </defaultContact>
    <dateAcquired>2002-08-20T18:04:26Z</dateAcquired>
    <annualRevenue>0</annualRevenue>
    <numberOfEmployees xsi:nil="true" />
    <timeZone>
      <id>1</id>
      <name>US Eastern</name>
    </timeZone>
    <leadFlag>false</leadFlag>
    <unsubscribeFlag>false</unsubscribeFlag>
    <calendarId xsi:nil="true" />
    <vendorIdentifier />
    <taxIdentifier />
    <taxCode>
      <id>11</id>
      <name>Standard VAT</name>
    </taxCode>
    <billingTerms>
      <id>2</id>
      <name>Net 10</name>
    </billingTerms>
    <billToCompany>
      <id>2</id>
      <name>Your Company</name>
      <identifier>YourCompany</identifier>
    </billToCompany>
    <invoiceDeliveryMethod>
      <id>1</id>
      <name>Mail</name>
    </invoiceDeliveryMethod>
    <deletedFlag>false</deletedFlag>
    <dateDeleted xsi:nil="true" />
    <mobileGuid>f3bd951a-f535-446d-ba4e-fccb1f7ac954</mobileGuid>
    <customFields>
      <customField>
        <caption>Sage Ref</caption>
        <value>MYC001</value>
      </customField>
      <customField>
        <caption>CustomNumber</caption>
        <value>3.5</value>
      </customField>
    </customFields>
    <teams>
      <team>
        <teamRole>
          <name>Account Mgr</name>
        </teamRole>
        <member>
          <identifier>Admin1</identifier>
        </member>
        <locationId>0</locationId>
        <businessUnitId>0</businessUnitId>
      </team>
    </teams>
  </Company>
</Companies>

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