Zynk Workflow Documentation

The Import Suppliers task will allow you to generate a new Supplier in a new sage through Zynk’s XML format. 

If you follow the below instructions on the XML format you will be able to customise your XML file to meet your needs. Whilst you can auto create a Supplier based on a setting on the Import Sales Orders/Invoices Task, if you are looking to specify precise things on the Supplier record in Sage it is always best to use a separate Import Suppliers task.

See the below sample Supplier file:

<?xml version="1.0"?>
<Company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Suppliers>
    <Supplier>
      <Id>123</Id>
      <AccountReference>JOE001</AccountReference>
      <CompanyName>Zynk Software Limited</CompanyName>
      <SupplierInvoiceAddress>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Surname>Harrison</Surname>
        <Company>Zynk Software Limited</Company>
        <Address1>Nelson House, Fleming Business Centre</Address1>
        <Address2>Jesmond</Address2>
        <Town>Newcastle upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne and Wear</County>
        <Country>GB</Country>
        <Telephone>0845 123 2920</Telephone>
        <Email>support@zynk.com</Email>
        <Website>www.zynk.com</Website>
      </SupplierInvoiceAddress>
      <SupplierDeliveryAddress>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Surname>Harrison</Surname>
        <Company>Zynk Software Limited</Company>
        <Address1>Nelson House, Fleming Business Centre</Address1>
        <Address2>Jesmond</Address2>
        <Town>Newcastle upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne and Wear</County>
        <Country>GB</Country>
        <Telephone>0845 123 2920</Telephone>
      </SupplierDeliveryAddress>
      <Analysis1>North East</Analysis1>
      <NominalCode>4000</NominalCode>
      <DepartmentInfo>
        <Reference>4</Reference>
        <Name>Admin</Name>
      </DepartmentInfo>
      <OverrideNominalCode xsi:nil="true" />
      <TaxCode>4</TaxCode>
      <Currency>GBP</Currency>
      <TermsAgreed>true</TermsAgreed>
      <AccountOnHold>false</AccountOnHold>
    </Supplier>
  </Suppliers>
</Company>

In each of the following sections most of the XML has been omitted to make the samples easier to read. The whole structure of the Company schema is used below as a reference of where fields should be in the object model.

Details

The fields below on the Details tab in Sage can be set via the XML. Depending on your configuration at the Task Settings level in Zynk, you may not need to specify an account reference for every supplier because they can be generated automatically through Zynk.

Sage Field XML Field  Example  Field Type  Field Length  Input 
- Id 123 string 255 Optional
A/C AccountReference JOE001 string 8 Required, depending on settings
Company Name CompanyName Zynk Software Limited string 60 Optional 
Street 1 Address1 Nelson House, Fleming Business Centre string 60 Optional
Street 2 Address2 Jesmond string 60 Optional
Town Town Newcastle upon Tyne string 60 Optional 
County  County  Tyne & Wear  string  60  Optional 
Post Code Postcode NE2 3AE string 60 Optional
Country Country GB string 2 Optional 
VAT Number VatNumber 796 5763 59 string 30  Optional 
Contact Name FullName* Mr Joe E Harrison Jr. string 30  Optional 
Title  Mr  string  Optional 
Forename  Joe  string  Optional 
Middlename  string  Optional 
Surname  Harrison  string  Optional 
Suffix  Jr.  string  Optional 
Trade Contact TradeContact Joe Harrison string  30  Optional 
Telephone Telephone 0845 123 2920 string  30  Optional
Telephone 2 Mobile 0777 777 7777  string  30  Optional 
Fax Fax 0845 123 2921 string  30  Optional 
Website Website http://www.zynk.com/ string 255  Optional 
Email Email support@zynk.com string  255 Optional 
Electronic Letters SendElectronicLetter  true  bool  Optional 
Electronic Invoices SendElectronicInvoice  true  bool  Optional  
<?xml version="1.0"?>
<Company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Suppliers>
    <Supplier>
      <Id>123</Id>
      <AccountReference>JOE001</AccountReference>
      <CompanyName>Zynk Software Limited</CompanyName>
      <SupplierInvoiceAddress>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Middlename>E</Middlename>
        <Surname>Harrison</Surname>
        <Suffix>Jr.</Suffix>
        <Company>Zynk Software Limited</Company>
        <Address1>Nelson House, Fleming Business Centre</Address1>
        <Address2>Jesmond</Address2>
        <Town>Newcastle upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne and Wear</County>
        <Country>GB</Country>
        <Telephone>0845 123 2920</Telephone>
        <Fax>0845 123 2921</Fax>
        <Mobile>0777 777 7777</Mobile>
        <Email>support@zynk.com</Email>
        <Website>www.zynk.com</Website>
        <TradeContact>Joe Harrison</TradeContact>
      </SupplierInvoiceAddress>
      <VatNumber>796 5763 59</VatNumber>
      <SendElectronicInvoice>true</SendElectronicInvoice>
      <SendElectronicLetter>true</SendElectronicLetter>
    </Supplier>
  </Suppliers>
</Company>

Defaults

The below information will appear on the Defaults tab of the Supplier record in Sage 50. This is all optional information when building your Supplier Import XML, none of the below fields are mandatory when importing a Supplier.

Sage Field XML Field  Example  Field Type  Field Length  Input  Notes
Analysis 1 Analysis1  North East  string  30  Optional   
Analysis 2  Analysis2  Support  string  30  Optional   
Analysis 3  Analysis3  01/01/2014  string  30  Optional   
Discount %  FixedDiscount  10  double  Optional   
Default Nominal Code  NominalCode  4000  string  Optional  If not specified when creating a supplier, the nominal code will be set to the default configured in Sage.
Default Tax Code  TaxCode  int  Optional  If not specified when creating a supplier, the tax code will be set to the default configured in Sage.
Currency  Currency GBP  string  Optional  This field can only be set when creating a new supplier
Department DepartmentInfo/Reference 4 int  3 Optional If not specified when creating a supplier, the department will be set to the default configured in Sage.
Department DepartmentInfo/Name Admin string 60 Optional If not specified when creating a supplier, the department will be set to the default configured in Sage.
<?xml version="1.0"?>
<Company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Suppliers>
    <Supplier>  
      <Analysis1>North East</Analysis1>
      <Analysis2>Support</Analysis2>
      <Analysis3>01/01/2013</Analysis3>
      <FixedDiscount>10</FixedDiscount>
      <NominalCode>4000</NominalCode>
      <TaxCode>1</TaxCode>
      <Currency>GBP</Currency>
      <DepartmentInfo>
        <Reference>4</Reference>
        <Name>Admin</Name>
      </DepartmentInfo>
   </Supplier>
 </Suppliers>
</Company>

Credit Control When importing a Supplier record you can also set fields on the Credit Control tab like Account Status, Terms Agreed and more.

Sage Field XML Field  Example  Field Type  Field Length  Input 
Credit Limit  CreditLimit  1000  double  Optional 
Priority Supplier Priority  true  bool  Optional 
Account Status  AccountStatus*  int  Optional 
Terms Agreed  TermsAgreed  true  bool  Optional 
<?xml version="1.0"?>
<Company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Suppliers>
    <Supplier>
      <CreditLimit>1000</CreditLimit>
      <Priority>true</Priority>
      <AccountStatus>0</AccountStatus>
      <TermsAgreed>true</TermsAgreed>
    </Supplier>
  </Suppliers>
</Company>

Bank

Bank information on the Customer record can also be set via XML, see the node information below.

Sage Field XML Field  Example  Field Type  Field Length  Input 
Bank Name  BankName  string  60  Optional 
Street 1  Address1  string  60  Optional 
Street 2  Address2  string  60  Optional 
Town  Town  string  60  Optional 
County  County  string  60  Optional 
Post Code  Postcode  string  60  Optional 
Account Name  AccountName  - string  60  Optional 
Sort Code  SortCode  string  10  Optional 
Account Number  AccountNumber  string  60  Optional 
BACS Ref  BACSRef  string  60  Optional 
IBAN  IBAN  string  60  Optional 
BIC/Swift BICSwift  string  60  Optional 
Roll Number  RollNumber  string  60  Optional 
Additional Ref 1  AdditionalRef1  string  60  Optional 
Additional Ref 2  AdditionalRef2  string  60  Optional 
Additional Ref 3  AdditionalRef3  string  60  Optional 
Online Receipts  OnlineReceipts  false  bool  Optional 
<?xml version="1.0"?>
<Company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Suppliers>
    <Supplier>
      <Banks>
        <Bank>
          <BankName />
          <Address1 />
          <Address2 />
          <Town />
          <County />
          <Postcode />
          <AccountName />
          <SortCode />
          <AccountNumber />
          <BACSRef />
          <IBAN />
          <BICSwift />
          <RollNumber />
          <AdditionalRef1 />
          <AdditionalRef2 />
          <AdditionalRef3 />
          <OnlineReceipts>false</OnlineReceipts>
        </Bank>
      </Banks>
    </Supplier>
  </Suppliers>
</Company>

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