Zynk Workflow Documentation

This task will import customers in Zynk XML format into Sage 200 as customers. If the customer already exists (based on finding a matching account reference) it will be updated, otherwise a new customer will be created.

Settings

Sage 200 Connection

Required
The Sage 200 connection to use. See the Connecting to Sage 200 article if you require more information on how to create/manage connections

Input File

Required
The source file for importing in Zynk XML format.

Fail File

Required
The name of the file to store failed customers in Zynk XML format.

Success File

Required
The name of the file to store the successfully imported customers in Zynk XML format.

Auto Generate References

Required

Match Accounts On

Optional
The list of fields to use to try and find an existing account in Sage which matches with the customer in the input file. These settings will only be used if there is no account reference provided for the customer in the input file. When multiple fields are selected, only customers in Sage where the value of all fields matches those in the input file will be considered a match. The following fields are supported:

Zynk Settings

See Common Task Settings

Examples

A sample input file for creating a customer is shown below. See Sage 200 Customer XML for more details on the Zynk XML Customer format for Sage 200.

<?xml version="1.0"?>
<Company>
  <Customers>
    <Customer>
      <Id>123</Id>
      <AccountReference>JOE001</AccountReference>
      <CompanyName>Zynk Software Limited</CompanyName>
      <CreditLimit>1000</CreditLimit>
      <Currency>GBP</Currency>
      <CustomerInvoiceAddress>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Surname>Harrison</Surname>
        <Company>Zynk Software Limited</Company>
        <Address1>Nelson House, Fleming Business Centre</Address1>
        <Address2>Jesmond</Address2>
        <Town>Newcastle upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne &amp; Wear</County>
        <Country>GB</Country>
        <Telephone>0845 123 2920</Telephone>
        <Email>support@zynk.com</Email>
        <Website>www.zynk.com</Website>
      </CustomerInvoiceAddress>
      <CustomerDeliveryAddress>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Surname>Harrison</Surname>
        <Company>Zynk Software Limited</Company>
        <Address1>Nelson House, Fleming Business Centre</Address1>
        <Address2>Jesmond</Address2>
        <Town>Newcastle upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne &amp; Wear</County>
        <Country>GB</Country>
        <Telephone>0845 123 2920</Telephone>
      </CustomerDeliveryAddress>
      <TermsAgreed>true</TermsAgreed>
      <TaxCode>4</TaxCode>
      <OverrideTaxCode>false</OverrideTaxCode>
      <VatNumber>796 5763 59</VatNumber>
      <NominalCode>4000</NominalCode>
      <CostCentre>INT</CostCentre>
      <Department>Dep</Department>
      <Contacts>
        <Contact>
          <Title>Mr</Title>
          <Forename>Joe</Forename>
          <Middlename>E</Middlename>
          <Surname>Harrison</Surname>
          <Telephone>0845 123 2920</Telephone>
          <Mobile>0777 777 7777</Mobile>
          <Fax>0845 123 2921</Fax>
          <Email>support@zynk.com</Email>
          <Website>www.zynk.com</Website>
        </Contact>
      </Contacts>
      <DeliveryAddresses>
        <Contact>
          <Id>5230</Id>
          <Company>internetware</Company>
          <Title>Mr</Title>
          <Forename>Joe</Forename>
          <Middlename>E</Middlename>
          <Surname>Harrison</Surname>
          <Address1>Nelson House</Address1>
          <Address2>Fleming Business Centre</Address2>
          <Address3>Jesmond</Address3>
          <Address4></Address4>
          <Town>Newcastle upon Tyne</Town>
          <County>Tyne &amp; Wear </County>
          <Postcode>NE2 3AE</Postcode>
          <Country>GB</Country>
          <Telephone>0845 123 2920</Telephone>
          <Fax>0845 123 2921</Fax>
          <Email>support@zynk.com</Email>
          <VatNumber>796 5763 59</VatNumber>
          <TaxCode>1</TaxCode>
        </Contact>
      </DeliveryAddresses>
      <AnalysisCodes>
        <AnalysisCode>
          <Name>Web Customer</Name>
          <Value>true</Value>
        </AnalysisCode>
      </AnalysisCodes>
    </Customer>
  </Customers>
</Company>

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