Zynk Workflow Documentation

The Import Services task allows you to create new and update existing service records in Sage One, using the XML format described below. Any Sage One fields not documented below are not supported with our import. 

A complete example of the XML is shown below. This represents the minimum information required to create a service record in Sage One:

<?xml version="1.0" encoding="utf-8"?>
<sage_one_company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <services>
    <service>
      <description>Labour (Hourly)</description>
      <sales_ledger_account>
        <nominal_code>4000</nominal_code>
      </sales_ledger_account>
    </service>
  </services>
</sage_one_company>

Service Identification

The following fields are use to identify the service to create/update. At least one of these fields should be provided. If more than one is provided, Zynk will look for a match based on each field in turn, in the order they are listed below.

Sage Field XML Field Example Field Type Input Notes
Item Information > Item Code item_code LABOUR string Optional  
- id 0dfbbb5d174611e691e20a5d7cf84c3e GUID Optional Sage’s unique service ID.
- external_id LABOUR string  Optional The ID of the service from the source data.
<?xml version="1.0" encoding="utf-8"?>
<sage_one_company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <services>
    <service>
      <item_code>LABOUR</item_code>
      <id>0dfbbb5d174611e691e20a5d7cf84c3e</id>
      <external_id>LABOUR</external_id>
    </service>
  </services>
</sage_one_company>

Service Details

The following service fields can be set using Zynk.

Sage Field XML Field Example Field Type Input Notes
Item Information > Item Code item_code LABOUR string Optional  
Item Information > Description description Labour (Hourly) string Required  
Item Information > Inactive active true string Optional Set to true to make the service active, or false to make it inactive
Sales > Sales Account sales_ledger_account/nominal_code  4000 string Dependant At least one of the sales_ledger_account elements must be provided
Sales > Sales Account sales_ledger_account/name  Sales Type A string Dependant At least one of the sales_ledger_account elements must be provided
Sales > Sales Account sales_ledger_account/display_name  Sales Type A (4000) string Dependant At least one of the sales_ledger_account elements must be provided
Sales > VAT Rate sales_tax_rate/id GB_STANDARD string Optional   
Sales > VAT Rate sales_tax_rate/name Standard 20.00% string Optional   
Purchases > Purchase Description purchase_description Hourly labour rate string Optional   
Additional Information > Notes Notes  Hourly labour rate  string Optional   
<?xml version="1.0" encoding="utf-8"?>
<sage_one_company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <services>
    <service>
      <item_code>LABOUR</item_code>
      <description>Labour (Hourly)</description>
      <active>true</active>
      <sales_ledger_account>
        <nominal_code>4000</nominal_code>
        <name>Sales Type A</name>
        <display_name>Sales Type A (4000)</display_name>
      </sales_ledger_account>
      <sales_tax_rate>
        <id>GB_STANDARD</id>
        <name>Standard 20.00%</name>
      </sales_tax_rate>
      <purchase_description>Hourly labour rate</purchase_description>
      <notes>Hourly labour rate</notes>
    </service>
  </services>
</sage_one_company>

Rates

The following rates fields can be set using Zynk. The rate names must already exist in Sage, this task will not create any that do not already exist.

Sage Field XML Field Example Field Type Input Notes
Price Name service_rate_type/name  Sales Price  string Required   
Price rate  5.99  double Required   
Includes VAT rate_includes_tax  true boolean Optional   
<?xml version="1.0" encoding="utf-8"?>
<sage_one_company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <services>
    <service>
      <sales_rates>
        <sales_rate>
          <service_rate_type>
            <name>Rate</name>
          </service_rate_type>
          <rate>5.99</rate>
          <rate_includes_tax>false</rate_includes_tax>
        </sales_rate>
      </sales_rates>
    </service>
  </services>
</sage_one_company>

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