Zynk Workflow Documentation

This task will import customer information in the Sage 50 US Customer XML format into Sage 50 US.

Settings

Sage Connection

Required
The connection to Sage 50 US to use. See the Connecting to Sage 50 US article if you require more information on how to create/manage connections.

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 XML format.

Success File

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

Auto Generate Account IDs

Required
Set this to ‘True’ to automatically generate an ID for each customer if it isn’t specified in the input file.

Zynk Settings

See Common Task Settings.

Example

A sample input file is shown below. See Sage 50 US Customer XML for full documentation of the XML format.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfCustomer>
  <Customer xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <ExternalId>123</ExternalId>
    <Id>ALDRED</Id>
    <Name>Aldred Builders, Inc.</Name>
    <IsInactive>false</IsInactive>
    <AccountNumber />
    <Category>LAND</Category>
    <CustomFields>
      <CustomField>
        <Name>Sales Contact</Name>
        <Value />
      </CustomField>
      <CustomField>
        <Name>Lawn Care Srvc?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Monthly Service?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Qtrly Mailing?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Referral</Name>
        <Value>Internet</Value>
      </CustomField>
    </CustomFields>
    <ShipVia>None</ShipVia>
    <UseEmailToDeliverForms>false</UseEmailToDeliverForms>
    <ReplaceInventoryItemIDWithUPC>false</ReplaceInventoryItemIDWithUPC>
    <ReplaceInventoryItemIDWithPartNumber>false</ReplaceInventoryItemIDWithPartNumber>
    <PaymentMethod>Check</PaymentMethod>
    <CashAccountReference>10200-00</CashAccountReference>
    <Terms>
      <ChargeInterest>true</ChargeInterest>
      <CreditLimit>50000.00</CreditLimit>
      <DiscountDays>10</DiscountDays>
      <DiscountPercent>2.00</DiscountPercent>
      <DueDays>30</DueDays>
      <IsStandardTerms>false</IsStandardTerms>
      <PaymentTimeFrame>DueInNumberOfDays</PaymentTimeFrame>
      <UseDiscounts>true</UseDiscounts>
    </Terms>
    <IsProspect>false</IsProspect>
    <BillToContact>
      <Prefix />
      <FirstName>Tony</FirstName>
      <MiddleInitial />
      <LastName>Aldred</LastName>
      <Suffix />
      <CompanyName>Aldred Builders, Inc.</CompanyName>
      <Title />
      <Telephone1>770-555-0654</Telephone1>
      <Telephone2>770-555-0655</Telephone2>
      <Fax>770-555-0656</Fax>
      <Email>taldred@sample.sage.com</Email>
      <Gender>NotSpecified</Gender>
      <NameToUseOnForms>CompanyName</NameToUseOnForms>
      <Address>
        <Address1>412 Sever Rd</Address1>
        <Address2 />
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30092</Zip>
        <Country />
        <SalesTaxCode>GAGWINN</SalesTaxCode>
      </Address>
      <Notes />
    </BillToContact>
    <ShipToContact>
      <Prefix />
      <FirstName>Tammy</FirstName>
      <MiddleInitial />
      <LastName>Aldred</LastName>
      <Suffix />
      <CompanyName>Aldred Builders, Inc.</CompanyName>
      <Title>Bookkeeper</Title>
      <Telephone1>770-555-0657</Telephone1>
      <Telephone2>770-555-0658</Telephone2>
      <Fax>770-555-0659</Fax>
      <Email>tammyaldred@sample.sage.com</Email>
      <Gender>NotSpecified</Gender>
      <NameToUseOnForms>ContactName</NameToUseOnForms>
      <Address>
        <Address1>412 Sever Rd</Address1>
        <Address2 />
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30092</Zip>
        <Country />
        <SalesTaxCode>GAGWINN</SalesTaxCode>
      </Address>
      <Notes />
    </ShipToContact>
    <CustomerSince>2011-03-15T00:00:00</CustomerSince>
    <SalesRepresentativeReference>DGROSS</SalesRepresentativeReference>
    <UsualSalesAccountReference>40000-00</UsualSalesAccountReference>
    <OpenPurchaseOrderNumber />
    <ResaleNumber />
    <PriceLevel>Price Level 1</PriceLevel>
    <CreditStatus>NotifyOverLimit</CreditStatus>
  </Customer>
</ArrayOfCustomer>

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