Zynk Workflow Documentation

The Upload Items task allows you to create and update items in QuickBooks. Any fields not documented below are not currently supported by our upload.

Sample import file for creating a basic item:

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfItem xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <RecordOfItem>
    <ExternalId>PROD-1</ExternalId>
    <Data domain="QBO" sparse="false" xmlns="http://schema.intuit.com/finance/v3">
      <Name>Product 1</Name>
      <Sku>PROD-1</Sku>
      <Type>NonInventory</Type>
      <IncomeAccountRef name="Sales of Product Income"></IncomeAccountRef>
      <SalesTaxCodeRef name="20.0% S"></SalesTaxCodeRef>
      <PurchaseTaxCodeRef name="20.0% S"></PurchaseTaxCodeRef>
    </Data>
  </RecordOfItem>
</ArrayOfItem>

In each of the following sections most of the XML has been omitted to make the samples easier to read, you will need to provide the above as a minimum to create an item. The whole structure from the root element down is shown in the samples below as a reference of where elements should appear in the object model.

Item Details

 XML Field QuickBooks Field  Example Field Type Field Length  Input Notes
Id - 1234 integer - Optional Used for matching to existing items.
ExternalId - 6492 string 255 Optional Used for matching to existing items. The value provided will be stored in Zynk’s truth table, and used to lookup the Id of the item.
Name Name Name Badges string 100 Required Used for matching to existing items, if a Sku is not provided.
Sku Item/Service Code BADGE01 string - Optional Used for matching to existing items
Type - Inventory enum - Required Allowed values are Inventory, Service and NonInventory.
SubItem Is Sub-Product/Service true boolean - Optional  
ParentRef Parent Product/Service 1 integer - Optional If you don’t know the item ID, you can specify the Sku or Name using the name attribute, and the task will perform a lookup.
QtyOnHand Quantity On Hand 45 decimal - Dependant Required for items of type ‘Inventory’.
InvStartDate As Of Date 2016-07-15 date - Dependant Required for items of type ‘Inventory’. When creating new items, this set the ‘As Of Date’ in QuickBooks. When updating an existing item, this sets the inventory adjustment date.
AssetAccountRef Stock Asset Account 1 integer - Dependant Required for items of type ‘Inventory’. If you don’t know the account ID, you can specify the name using the name attribute, and the task will perform a lookup.
Description Sales Information Product info string 4000 Optional  
UnitPrice Sales Price/Rate 24.99 decimal - Optional Defaults to 0 if not specified.
IncomeAccountRef Income Account 1 integer - Dependant Required for items of type ‘Inventory’ and ‘Service’. If you don’t know the account ID, you can specify the name using the name attribute, and the task will perform a lookup. The chosen account must have the type ‘Sales of Product Income’.
SalesTaxIncluded Inclusive Of Tax false boolean - Optional Defaults to false if not specified.
SalesTaxCodeRef Tax 1 integer - Optional If you don’t know the tax code ID, you can specify the name using the name attribute, and the task will perform a lookup.
PurchaseDesc Purchasing Information Purchase info string 1000 Optional  
PurchaseCost Cost 12.50 decimal - Optional  
ExpenseAccountRef Expense Account 1 integer - Required If you don’t know the account ID, you can specify the name using the name attribute, and the task will perform a lookup. The chosen account must have the type ‘Cost of Goods Sold’.
PurchaseTaxIncluded Inclusive Of Purchase Tax false boolean - Optional Defaults to false if not specified.
PurchaseTaxCodeRef Purchase Tax 1 integer - Optional If you don’t know the tax code ID, you can specify the name using the name attribute, and the task will perform a lookup.
Active Active true boolean - Optional Defaults to true if not specified.
<?xml version="1.0" encoding="utf-8"?>
<ArrayOfItem xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <RecordOfItem>
    <ExternalId>6492</ExternalId>
    <Data domain="QBO" sparse="false" xmlns="http://schema.intuit.com/finance/v3">
      <Id>1234</Id>
      <Name>Name Badges</Name>
      <Sku>BADGE-01</Sku>
      <Type>Inventory</Type>
      <SubItem>true</SubItem>
      <ParentRef name="BADGE">1</ParentRef>
      <QtyOnHand>45</QtyOnHand>
      <InvStartDate>2016-07-15</InvStartDate>
      <AssetAccountRef name="Stock Asset">1</AssetAccountRef>
      <Description>Product info</Description>
      <UnitPrice>24.99</UnitPrice>
      <IncomeAccountRef name="Sales">1</IncomeAccountRef>
      <SalesTaxIncluded>false</SalesTaxIncluded>
      <SalesTaxCodeRef name="20.0% S">1</SalesTaxCodeRef>
      <PurchaseDesc>Purchase info</PurchaseDesc>
      <PurchaseCost>12.50</PurchaseCost>
      <ExpenseAccountRef name="Cost of Sales">1</ExpenseAccountRef>
      <PurchaseTaxIncluded>false</PurchaseTaxIncluded>
      <PurchaseTaxCodeRef name="20.0% S">1</PurchaseTaxCodeRef>
      <Active>true</Active>
    </Data>
  </RecordOfItem>
</ArrayOfItem>

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