Zynk Workflow Documentation

This task will import customers into Sage 50 that are supplied in Sage 50 UK Customer XML format. See the Examples for the sample XML files.

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.

Auto Generate References

Required

Create Multiple Delivery Addresses

Required
Set this value to True if you need to create multiple delivery addresses each time a new delivery address is added, False will not create delivery addresses on the customer record

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, and no account reference found in the truth table based on the customer Id. 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:

Fail File

Required
The name of a file for “failed” imports to be sent to

Input File

Required
The source file that you want to import in Zynk XML format

Success File

Required
The name of a file for “successful” imports to be sent to.

Zynk Settings

See Common Task Settings

Examples

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

<?xml version="1.0" encoding="utf-8"?>
<Company xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <Customers>
    <Customer>
      <Id>123</Id>
      <CompanyName>Zynk Software</CompanyName>
      <AccountReference />
      <CustomerInvoiceAddress>
        <Title />
        <Forename>Support</Forename>
        <Surname>Person</Surname>
        <Company>Internetware</Company>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3>Jesmond</Address3>
        <Town>Newcastle Upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne and Wear</County>
        <Country>GB</Country>
        <Telephone>0845 123 2920</Telephone>
        <Fax>0845 123 2921</Fax>
        <Mobile />
        <Email>support@zynk.com</Email>
      </CustomerInvoiceAddress>
      <CustomerDeliveryAddress>
        <Title />
        <Forename>Support</Forename>
        <Surname>Person</Surname>
        <Company>Internetware</Company>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3>Jesmond</Address3>
        <Town>Newcastle Upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne and Wear</County>
        <Country>GB</Country>
        <Telephone>0845 123 2920</Telephone>
        <Fax>0845 123 2921</Fax>
        <Mobile />
        <Email>support@zynk.com</Email>
      </CustomerDeliveryAddress>
      <Currency>GBP</Currency>
      <TermsAgreed>1</TermsAgreed>
      <AccountStatus>1</AccountStatus>
    </Customer>
  </Customers>
</Company>

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