Zynk Workflow Documentation

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

Sample import file for creating a basic supplier:

<?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>
    <Data domain="QBO" xmlns="http://schema.intuit.com/finance/v3">
      <DisplayName>Zynk Software Vendor</DisplayName>
    </Data>
  </RecordOfVendor>
</ArrayOfVendor>

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 a supplier. 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.

Supplier Details

 XML Field QuickBooks Field  Example Field Type Field Length  Input Notes
Id - 1234 integer - Optional Used for matching to existing suppliers.
ExternalId - 6492 string 255 Optional Used for matching to existing suppliers. The value provided will be stored in Zynk’s truth table, and used to lookup the Id of the supplier.
DisplayName Display Name As Zynk Software Vendor string 21 Required Used for matching to existing suppliers. Must not contain a colon ‘:’ character.
Title Title Mr string - Optional  
GivenName First Name John string - Optional Must not contain a colon ‘:’ character.
MiddleName Middle Name Neville string - Optional Must not contain a colon ‘:’ character.
FamilyName Last Name Smith string - Optional Must not contain a colon ‘:’ character.
Suffix Suffix BSc string - Optional  
CompanyName Company Zynk Software string 4000 Optional  
PrimaryEmailAddr > Address Email support@zynk.com string 1000 Optional  
PrimaryPhone > FreeFormNumber Phone 0191 123 4567 string 21 Optional  
Mobile > FreeFormNumber Mobile 07123456789 string 21 Optional  
Fax > FreeFormNumber Fax 0191 123 4567 string 21 Optional  
AlternatePhone > FreeFormNumber Other 0191 123 4567 string 21 Optional  
WebAddr > URI Website www.zynk.com string 1000 Optional  
BillAddr > Line 1 Billing Address Zynk Software string 500 Optional  
BillAddr > Line 2 Billing Address Nelson House string 500 Optional  
BillAddr > Line 3 Billing Address Jesmond string 500 Optional  
BillAddr > Line 4 Billing Address string 500 Optional    
BillAddr > Line 5 Billing Address string 500 Optional    
BillAddr > City City/Town Newcastle string 255 Optional  
BillAddr > Country Country England string 255 Optional  
BillAddr > CountrySubDivisionCode Region Tyne & Wear string 255 Optional  
BillAddr > PostalCode Postcode NE2 3AE string 31 Optional  
Notes Notes Sample note string 2000 Optional  
TermRef Terms 1 integer - Optional If you don’t know the term ID, you can specify the name using the name attribute, and the task will perform a lookup.
Balance Opening Balance 1000 decimal - Optional Can only be set when first creating the supplier. Will default to 0 if not specified.
OpenBalanceDate Opening Balance As Of 2016-07-15 date - Optional Can only be set when first creating the supplier.
AcctNum Account No. ZYNK001 string 100 Optional  
TaxIdentifier Companies House Registration Number 04433554 string 20 Optional  
CurrencyRef I Pay This Supplier With GBP string - Optional Can only be set when first creating the supplier. Provide the three letter ISO currency code as the value. Defaults to the home currency of the QuickBooks company if not specified.
Active Active true boolean - Optional Defaults to true if not specified.
<?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>6492</ExternalId>
    <Data domain="QBO" sparse="false" xmlns="http://schema.intuit.com/finance/v3">
      <Id>1234</Id>
      <DisplayName>Zynk Software Vendor</DisplayName>
      <Title>Mr</Title>
      <GivenName>John</GivenName>
      <MiddleName>Neville</MiddleName>
      <FamilyName>Smith</FamilyName>
      <Suffix>BSc</Suffix>
      <CompanyName>Zynk Software</CompanyName>
      <PrimaryEmailAddr>
        <Address>support@zynk.com</Address>
      </PrimaryEmailAddr>
      <PrimaryPhone>
        <FreeFormNumber>0191 123 4567</FreeFormNumber>
      </PrimaryPhone>
      <Mobile>
        <FreeFormNumber>07123456789</FreeFormNumber>
      </Mobile>
      <Fax>
        <FreeFormNumber>0191 123 4567</FreeFormNumber>
      </Fax>
      <AlternatePhone>
        <FreeFormNumber>0191 123 4567</FreeFormNumber>
      </AlternatePhone>
      <WebAddr>
        <URI>www.zynk.com</URI>
      </WebAddr>
      <BillAddr>
        <Line1>Zynk Software</Line1>
        <Line2>Nelson House</Line2>
        <Line3>Jesmond</Line3>
        <City>Newcastle</City>
        <Country>England</Country>
        <CountrySubDivisionCode>Tyne &amp; Wear</CountrySubDivisionCode>
        <PostalCode>NE2 3AE</PostalCode>
      </BillAddr>
      <Notes>Sample note</Notes>
      <TermRef name="Due on receipt">1</TermRef>
      <Balance>1000</Balance>
      <OpenBalanceDate>2016-07-15</OpenBalanceDate>
      <AcctNum>ZYNK001</AcctNum>
      <TaxIdentifier>04433554</TaxIdentifier>
      <CurrencyRef>GBP</CurrencyRef>
      <Active>true</Active>
    </Data>
  </RecordOfVendor>
</ArrayOfVendor>

Back | Edit on Github