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Sage 200 Evolution Customer XML

The Sage 200 Evolution Customer XML format is used to create new and update existing customers in Sage 200 Evolution. By default Zynk will use the code to lookup customer records in Sage, but you can also configured other lookup fields (e.g. email address) via the task settings.

Tasks

Minimal Customer XML

The XML below represents the minimum information required to create a customer.

<?xml version="1.0"?>
<Customers>
  <Customer>
    <Code>ZYN001</Code>
    <Description>Zynk Software</Description>
  </Customer>
</Customers>

Customer

The following info can be specified on the 'Customer' tab of the customer records in Sage.

If the Prevent Reprocessing setting is enabled Zynk will check to see if the ExternalId provided in the XML has already been imported. If the record has already been processed it will be skipped, and output to the Fail File.

Depending on your configuration at the task settings level in Zynk, you may not need to specify a Code for each customer.

Sage Field XML Field  Example  Field Type  Input 
N/A ExternalId 123 String Optional
Branch Branch/Code UK String Optional
Customer Code ZYN001 String Dependant
Name Description Zynk Software String Required
Title Title Mr String Optional
Initials Initials ZS String Optional
Description AccountDescription Zynk Software Limited String Optional
Group Group/Code UK String Optional
Area Area/Code North String Optional
Rep SalesRepresentative/Code JOHN String Optional
Account Type AgeingMethod* OpenItem Enum Optional
Foreign Currency Currency/Code* GBP String Optional
Check Terms CheckTerms true Boolean Optional
Credit Limit CreditLimit 1000.00 Double Optional
Interest Rate % InterestRate 5.00 Double Optional
Settlement Terms DefaultSettlementTerms/Code NET30 String Optional
Settlement Discount % SettlementDiscount 5.00 Double Optional
Automatic Discount % AutomaticDiscount 5.00 Double Optional
Price List DefaultPriceList/Name Trade String Optional

AgeingMethod__ - Enum Values: OpenItem, BalanceForward
__Curreny/Code - Can only be set when creating a new customer

<?xml version="1.0"?>
<Customers>
  <Customer>
    <ExternalId>123</ExternalId>
    <Branch>
      <Code>UK</Code>
    </Branch>
    <Code>ZYN001</Code>
    <Description>Zynk Software</Description>
    <Title>Mr</Title>
    <Initials>ZS</Initials>
    <AccountDescription>Zynk Software Limited</AccountDescription>
    <Group>
      <Code>UK</Code>
    </Group>
    <Area>
      <Code>North</Code>
    </Area>
    <SalesRepresentative>
      <Code>JOHN</Code>
    </SalesRepresentative>
    <AgeingMethod>OpenItem</AgeingMethod>
    <Currency>
      <Code>GBP</Code>
    </Currency>
    <CheckTerms>true</CheckTerms>
    <CreditLimit>1000.00</CreditLimit>
    <SettlementDiscount>5.00</SettlementDiscount>
    <AutomaticDiscount>5.00</AutomaticDiscount>
    <DefaultPriceList>
      <Name>Trade</Name>
    </DefaultPriceList>
  </Customer>
</Customers>

Tax

The following info can be specified on the 'Tax' tab of the customer records in Sage.

Sage Field XML Field  Example  Field Type  Input 
Tax Number TaxNumber GB000012345 String Optional
Registration Registration GB000012345 String Optional
Charge Tax ChargeTax true Boolean Optional
Prompt Tax Reference PromptTaxNumber true Boolean Optional
Default Tax Type DefaultTaxRate/Code EXEMPT String Optional 
<?xml version="1.0"?>
<Customers>
  <Customer>
    <TaxNumber>GB000012345</TaxNumber>
    <Registration>GB000012345</Registration>
    <ChargeTax>true</ChargeTax>
    <PromptTaxNumber>true</PromptTaxNumber>
    <DefaultTaxRate>
      <Code>EXEMPT</Code>
    </DefaultTaxRate>
  </Customer>
</Customers>

Contact Details

The following info can be specified on the 'Contact Details' tab of the customer records in Sage.

Delivery addresses will be matched by code. If the code already exists, the existing delivery address will be updated. Otherwise, a new delivery address will be created.

Sage Field XML Field  Example  Field Type  Input 
Contact 1 ContactPerson John Smith String Optional
Contact 2 DeliverTo Joe Bloggs String Optional
Cellular CellPhone 07123456789 String Optional
Web-Page Webpage www.zynk.com String Optional
E-mail EmailAddress [email protected] String Optional
ID Number IdNumber 123456 String Optional
Telephone 1 Telephone 0191 820 1484 String Optional
Telephone 2 Telephone2 0191 820 1484 String Optional
Fax Fax 0191 820 1484 String Optional
Addressee Addressee John Smith String Optional
Postal Address (Line 1) PostalAddress/Line1 i6 String Optional
Postal Address (Line 2) PostalAddress/Line2 6-8 Charlotte Square String Optional
Postal Address (Line 3) PostalAddress/Line3 Newcastle-upon-Tyne String Optional
Postal Address (Line 4) PostalAddress/Line4 Tyne & Wear String Optional
Postal Address (Line 5) PostalAddress/Line5 UK String Optional
Postal Address (Code) PostalAddress/PostalCode NE1 4XF String Optional
Physical Address (Line 1) PhysicalAddress/Line1 i6 String Optional
Physical Address (Line 2) PhysicalAddress/Line2 6-8 Charlotte Square String Optional
Physical Address (Line 3) PhysicalAddress/Line3 Newcastle-upon-Tyne String Optional
Physical Address (Line 4) PhysicalAddress/Line4 Tyne & Wear String Optional
Physical Address (Line 5) PhysicalAddress/Line5 UK String Optional
Physical Address (Code) PhysicalAddress/PostalCode NE1 4XF String Optional
Delivery Addresses > Code DeliveryAddress/Code DEL1 String Optional
Delivery Addresses > Description DeliveryAddress/Description Office String Optional
Delivery Addresses > Line 1 DeliveryAddress/Line1 i6 String Optional
Delivery Addresses > Line 2 DeliveryAddress/Line2 6-8 Charlotte Square String Optional
Delivery Addresses > Line 3 DeliveryAddress/Line3 Newcastle-upon-Tyne String Optional
Delivery Addresses > Line 4 DeliveryAddress/Line4 Tyne & Wear String Optional
Delivery Addresses > Line 5 DeliveryAddress/Line5 UK String Optional
Delivery Addresses > Code DeliveryAddress/PostalCode NE1 4XF String Optional 
<?xml version="1.0"?>
<Customers>
  <Customer>
    <ContactPerson>John Smith</ContactPerson>
    <DeliverTo>Joe Bloggs</DeliverTo>
    <CellPhone>07123456789</CellPhone>
    <Webpage>www.zynk.com</Webpage>
    <EmailAddress>[email protected]</EmailAddress>
    <IdNumber>123456</IdNumber>
    <Telephone>0191 820 1484</Telephone>
    <Telephone2>0191 820 1484</Telephone2>
    <Fax>0191 820 1484</Fax>
    <Addressee>John Smith</Addressee>
    <PostalAddress>
      <Line1>i6</Line1>
      <Line2>6-8 Charlotte Square</Line2>
      <Line3>Newcastle-upon-Tyne</Line3>
      <Line4>Tyne &amp; Wear</Line4>
      <Line5>UK</Line5>
      <PostalCode>NE1 4XF</PostalCode>
    </PostalAddress>
    <PhysicalAddress>
      <Line1>i6</Line1>
      <Line2>6-8 Charlotte Square</Line2>
      <Line3>Newcastle-upon-Tyne</Line3>
      <Line4>Tyne &amp; Wear</Line4>
      <Line5>UK</Line5>
      <PostalCode>NE1 4XF</PostalCode>
    </PhysicalAddress>
    <DeliveryAddresses>
      <DeliveryAddress>
        <Code>DEL1</Code>
        <Description>Office</Description>
        <Line1>i6</Line1>
        <Line2>6-8 Charlotte Square</Line2>
        <Line3>Newcastle-upon-Tyne</Line3>
        <Line4>Tyne &amp; Wear</Line4>
        <Line5>UK</Line5>
        <PostalCode>NE1 4XF</PostalCode>
      </DeliveryAddress>
    </DeliveryAddresses>
  </Customer>
</Customers>

Bank & Other

The following info can be specified on the 'Bank & Other' tab of the customer records in Sage.

Sage Field XML Field  Example  Field Type  Input 
Bank Bank/Name Barclays String Optional
Account Number BankAccountNo 123456789 String Optional
Branch Code BankBranchCode 12345 String Optional
Account Type BankAccountType* CurrentCheque Enum Optional
Reference BankReferenceNo 12345 String Optional
Print Statements PrintStatement true Boolean Optional
Email Statements EmailStatement true Boolean Optional
Print Invoices & Credit Notes PrintSourceDocument true Boolean Optional
Email Invoices & Credit Notes EmailSourceDocument true Boolean Optional
Electronic Document Acceptance ElectronicDocumentAcceptance true Boolean Optional
Password for Statements & MDP StatementZipPassword password String Optional

*BankAccountType - Enum Values: None, CurrentCheque, Savings, Transmission, Bond, SubShareABSA, SubShareFNB, CreditCard, Wesbank 

<?xml version="1.0"?>
<Customers>
  <Customer>
    <Bank>
      <Name>Barclays</Name>
    </Bank>
    <BankAccountNo>123456789</BankAccountNo>
    <BankBranchCode>12345</BankBranchCode>
    <BankAccountType>CurrentCheque</BankAccountType>
    <BankReferenceNo>12345</BankReferenceNo>
    <PrintStatement>true</PrintStatement>
    <EmailStatement>true</EmailStatement>
    <PrintSourceDocument>true</PrintSourceDocument>
    <EmailSourceDocument>true</EmailSourceDocument>
    <ElectronicDocumentAcceptance>true</ElectronicDocumentAcceptance>
    <StatementZipPassword>password</StatementZipPassword>
  </Customer>
</Customers>

Additional Fields

Fields on the 'Additional Fields' tab can be specified via the custom field collection. <Name> is the column name as displayed within the Client table within the company database. Please note the field names are case sensitive.

Sage Field XML Field  Example  Field Type  Input 
N/A Name middleName String Optional
N/A Value Luke String Optional 
<?xml version="1.0"?>
<Customers>
  <Customer>
    <CustomFields>
      <CustomField>
        <Name>middleName</Name>
        <Value>Luke</Value>
      </CustomField>
    </CustomFields>
  </Customer>
</Customers>