Zynk Workflow Documentation

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

Invoice payments are created/updated based on the following rules:

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

Please note that ConnectWise only allow a single payment per invoice.

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 invoice payments that failed to import. The error messages will be included in the file.

Input File

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

Success File

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

Prevent Reprocessing

Required
Set this option to ‘True’ to prevent the same invoice payment 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"?>
<InvoicePayments xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <InvoicePayment>
    <id>2</id>
    <externalId>1234</externalId>
    <invoice>
      <id>206</id>
    </invoice>
    <amount>10</amount>
    <paymentDate>2018-10-11T00:00:00Z</paymentDate>
  </InvoicePayment>
</InvoicePayments>

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