Zynk Workflow Documentation

This task will create new Opportunities in ACT!. See the ACT! Opportunity XML page for more information.

This task requires a Connection to ACT!, for more information on setting up and managing ACT! connections, see Connecting to ACT!.

Connection Settings

ACT! Connection

Required
The ACT! connection to import Opportunities into. See the Connecting to ACT! page if you require more information on how to create/manage Zynk Connections to ACT!.
Defaulted to the connection marked as the default for ACT!. For more information on managing default connections within Zynk, see the Connection Manager page.

File Settings

Fail File

Required
An absolute or relative file path on the local computer or network to save any Opportunities which failed to import into ACT! to. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Defaulted to act_import_opportunities_fail.xml in the current working directory.

Input File

Required
The absolute or relative file path to the XML file containing the ACT! Opportunities to import. This can also be inline XML, e.g. by generating the data using a razor script or by providing a URI to a script generating the data and specifying ‘Read contents of file’. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Defaulted to use the Output from the previous task.

Success File

Required
An absolute or relative file path on the local computer or network to save all Opportunities which were successfully imported into ACT! to. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Defaulted to act_import_opportunities_success.xml in the current working directory.

Import Settings

Auto Create Products

Required
Set to true to automatically create any Products on imported Opportunities that don’t exist in ACT!. If this setting is not enabled then any Opportunities containing Products that don’t exist in ACT! will fail to import.
Defaulted to true.

Prevent Duplicates

Required
Set to true to prevent Opportunities with the same Id from being imported more than once. This feature will only work for Opportunities that are imported with a Id, see the ACT! Opportunity XML page for more information.
Defaulted to true.

Zynk Settings

See Common Task Settings.

Articles and Sample Files

For full documentation and samples, see ACT! Opportunity XML.


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