Peoplevox XML Customers

Zynk will import the data using the standard fields under Integration Templates that can be ran configured your Peoplevox web application. Note, the fields must use the default names, you can import the correct configuration using the file below.

Tasks

• Import Customers into Peoplevox

Integration Templates

Customer

Download Template

Name,Reference,FirstName,LastName,Phone,Mobile,Email,CreditLimit,CreditStatus,Wholesaler

Customer Address

Download Template

CustomerReference,AddressLine1,AddressLine2,AddressCity,AddressRegion,AddressPostcode,AddressCountry,AddressReference

Identifiers

For inserting or updating records to Peoplevox Zynk uses the Reference field on a Customer, and AddressReference on a CustomerAddress. It is invalid to insert / update a Customer without providing the Reference unless you provide one or many match fields in the Match Customers On task setting.

Also, if an AddressReference is not provided a new address will be created.

Fields

CustomerType

Required
The type of customer to be imported.

Type	Example	XML
string(50)	ZYNK001	<CustomerType>Individual</CustomerType>

Available Values

• Company
• Individual

Name

Required
Name.

Type	Example	XML
string(50)	Zynk Software Ltd.	<Name>Zynk Software Ltd.</Name>

Reference

Required
External reference.

Type	Example	XML
string(50)	ZYNK001	<Reference>ZYNK001</Reference>

FirstName

Optional
First name.

Type	Example	XML
string(50)	Andrew	<FirstName>Andrew</FirstName>

LastName

Optional
Last name.

Type	Example	XML
string(50)	Snape	<LastName>Snape</LastName>

Phone

Optional
Phone number.

Type	Example	XML
string(50)	0191 820 1484	<Phone>0191 820 1484</Phone>

Mobile

Optional
Mobile number.

Type	Example	XML
string(50)	0191 820 1484	<Mobile>0191 820 1484</Mobile>

Email

Optional
Email address.

Type	Example	XML
string(500)	[email protected]	<Email>[email protected]</Email>

CreditLimit

Optional
Credit limit.

Type	Example	XML
decimal	1000	<CreditLimit>1000</CreditLimit>

CreditStatus

Optional
Credit status, false by default.

Type	Example	XML
boolean	true	<CreditStatus>true</CreditStatus>

Available Values

• true
• false

Wholesaler

Optional
Wholesaler flag, false by default.

Type	Example	XML
boolean	false	<Wholesaler>false</Wholesaler>

Available Values

• true
• false

CustomerAddresses

Optional
You can provide a collection of addresses as part of the import.

AddressReference

Optional

Type	Example	XML
string(100)	WORK	<AddressReference>WORK</AddressReference>

AddressLine1

Optional

Type	Example	XML
string(100)	i6	<AddressLine1>i6</AddressLine1>

AddressLine2

Optional

Type	Example	XML
string(100)	6 - 8 Charlotte Square	<AddressLine2>6 - 8 Charlotte Square</AddressLine2>

AddressCity

Optional

Type	Example	XML
string(100)	Newcastle	<AddressCity>Newcastle</AddressCity>

AddressRegion

Optional

Type	Example	XML
string(100)	Tyne and Wear	<AddressRegion>Tyne and Wear</AddressRegion>

AddressPostcode

Optional

Type	Example	XML
string(100)	NE1 4XF	<AddressPostcode>NE1 4XF</AddressPostcode>

AddressCountry

Optional

Type	Example	XML
string(100)	United Kingdom	<AddressCountry>United Kingdom</AddressCountry>

Example XML

<?xml version="1.0" encoding="utf-8"?>
<Customers>
    <Customer>
        <CustomerType>Individual</CustomerType>
        <Name>Andrew Snape</Name>
        <Reference>ANDR001</Reference>
        <FirstName>Andrew</FirstName>
        <LastName>Snape</LastName>
        <Phone>0191 820 1484</Phone>
        <Mobile>0191 820 1484</Mobile>
        <Email>[email protected]</Email>
        <CreditLimit>1000</CreditLimit>
        <CreditStatus>true</CreditStatus>
        <Wholesaler>false</Wholesaler>
        <CustomerAddresses>
            <CustomerAddress>
                <AddressLine1>i6</AddressLine1>
                <AddressLine2>6 - 8 Charlotte Square</AddressLine2>
                <AddressCity>Newcastle</AddressCity>
                <AddressRegion>Tyne and Wear</AddressRegion>
                <AddressPostcode>NE1 4XF</AddressPostcode>
                <AddressCountry>United Kingdom</AddressCountry>
                <AddressReference>WORK</AddressReference>
            </CustomerAddress>
        </CustomerAddresses>
    </Customer>
</Customers>