Zynk Workflow Documentation

This task will insert new and update existing vendors in Quickbooks Online, from an XML file. The logic surrounding inserting/updating vendors works as follows:

  1. If an Id is provided for the vendor, and a vendor already exists in Quickbooks with this Id, the existing vendor will be updated.
  2. If an ExternalId is provided for the vendor, and a match is found in Zynk’s truth table, the existing vendor will be updated.
  3. If a DisplayName is provided for the vendor, and a vendor already exists in Quickbooks with this DisplayName, the existing vendor will be updated.
  4. If none of the above conditions are fulfilled, a new vendor will be created.

Upload Vendors

Connection

Required
Select a connection to the Quickbooks Online company you want to use. See Connecting to QuickBooks Online

Fail File

Required
The XML file to output any records to which fail to import to Quickbooks.

Input File

Required
The XML file containing the records to import to Quickbooks. See below for a sample input file.

Success File

Required
The XML file to output any records to which are successfully imported to Quickbooks.

Prevent Reprocessing

Required
Set to true to prevent the same records being imported to Quickbooks more than once. Only works on records where an ExternalId is provided in the input file.

Examples

Sample input file:

    <?xml version="1.0" encoding="utf-8"?>
    <ArrayOfVendor xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
      <RecordOfVendor>
        <ExternalId>467</ExternalId>
        <Data domain="QBO" xmlns="http://schema.intuit.com/finance/v3">
          <CompanyName>Zynk Software</CompanyName>
          <DisplayName>Zynk Software Vendor</DisplayName>
          <Active>true</Active>
          <BillAddr>
            <Id>24</Id>
            <Line1>Nelson House</Line1>
            <Line2>Jesmond</Line2>
            <City>Newcastle</City>
            <PostalCode>NE2 3AE</PostalCode>
          </BillAddr>
          <Vendor1099>false</Vendor1099>
          <CurrencyRef>GBP</CurrencyRef>
        </Data>
      </RecordOfVendor>
    </ArrayOfVendor>


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