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Sage 50 UK Project XML

Import Projects allows you to create new and update existing Projects in Sage 50.

Any Sage fields not documented below are not explicitly supported with our imports.

Tasks

XML

Sample file for importing/updating a Project:

<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Projects>
    <Project>
      <Id>1</Id>
      <Reference>ZYNK</Reference>
      <Name>ZYNK PROJECT</Name>
      <Description>ZYNK PROJECT - INTEGRATION</Description>
      <StartDate>2014-01-13T00:00:00</StartDate>
      <EndDate>2014-01-14T00:00:00</EndDate>
      <Status>ACTIVE</Status>
      <AccountReference>CUST0001</AccountReference>
      <SecondReference>SECONDREF</SecondReference>
      <ProjectAddress>
        <ContactName>Mr Chris Hotchkiss</ContactName>
        <Address1>Nelson House, Fleming Business Centre</Address1>
        <Address2>Jesmond</Address2>
        <Town>Newcastle upon Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE2 3AE</Postcode>
        <Telephone>0845 123 2920</Telephone>
        <Fax>0845 123 2921</Fax>
        <Email>[email protected]</Email>
        <Country>GB</Country>
      </ProjectAddress>
      <QuotedPrice>6778</QuotedPrice>
      <Analysis1>ANALYSIS1</Analysis1>
      <Analysis2>ANALYSIS2</Analysis2>
      <Analysis3>ANALYSIS3</Analysis3>
    </Project>
  </Projects>
</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 Zynk XML Company schema is used below, as a reference of where fields should be in the object model.

Project Details

Sage Field XML Field Example Field Type Field Length Input Notes
N/A Id 1 string 255 Optional Id for the project from the third party system
Project Ref Reference ZYNK string 12 Required If a project with the specified reference exists, the project will be updated otherwise a new project is created. Reference will always be upper case
Name Name ZYNK PROJECT string 255 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Description Description ZYNK PROJECT - INTEGRATION string 255 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Start Date StartDate 2014-01-13T00:00:00 DateTime 8 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to current date. Must be before or on the same date as the EndDate.
End Date EndDate 2014-01-14T00:00:00 DateTime 8 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to current date. Must be after or on the same date as the StartDate.
Status Status ACTIVE string 12 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to the project status marked as default in Sage. Provided status must already be set up in Sage. 
<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Projects>
    <Project>
      <Id>1</Id>
      <Reference>ZYNK</Reference>
      <Name>ZYNK PROJECT</Name>
      <Description>ZYNK PROJECT - INTEGRATION</Description>
      <StartDate>2014-01-13T00:00:00</StartDate>
      <EndDate>2014-01-14T00:00:00</EndDate>
      <Status>ACTIVE</Status>
    </Project>
  </Projects>
</Company>

Customer Details

Sage Field XML Field Example Field Type Field Length Input Notes
A/C Ref AccountReference CUST0001 string 8 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty. Provided account reference must be for a customer already set up in Sage
Order Number SecondReference SECONDREF string 30 Required If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty. 
<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Projects>
    <Project>
      <AccountReference>CUST0001</AccountReference>
      <SecondReference>SECONDREF</SecondReference>
    </Project>
  </Projects>
</Company>

Site Details

Sage Field XML Field Example Field Type Field Length Input Notes
Contact name ContactName Mr Chris Hotchkiss string 30 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Street1 Address1 Nelson House, Fleming Business Centre string 60 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Street2 Address2 Jesmond string 60 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Town Town Newcastle upon Tyne string 60 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
County County Tyne & Wear string 60 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Post Code Postcode NE2 3AE string 60 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Telephone Telephone 0845 123 2920 string 30 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Fax Fax 0845 123 2921 string 30 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Email Email [email protected] string 255 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty. Provided account reference must be for a customer already set up in Sage
Country Country GB string 2 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to country code of country specified as the customer default in Sage. Provided country code must match a country code already set up in Sage 
<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Projects>
    <Project>
      <ProjectAddress>
        <ContactName>Mr Chris Hotchkiss</ContactName>
        <Address1>Nelson House, Fleming Business Centre</Address1>
        <Address2>Jesmond</Address2>
        <Town>Newcastle upon Tyne</Town>
        <County>Tyne & Wear</County>
        <Postcode>NE2 3AE</Postcode>
        <Telephone>0845 123 2920</Telephone>
        <Fax>0845 123 2921</Fax>
        <Email>[email protected]</Email>
        <Country>GB</Country>
      </ProjectAddress>
    </Project>
  </Projects>
</Company>

Revenue Totals

Sage Field XML Field Example Field Type Field Length Input Notes
Price quoted QuotedPrice 6778 double 8 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to 0. Provided price must be greater than or equal to 0  
<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Projects>
    <Project>
      <QuotedPrice>6778</QuotedPrice>
    </Project>
  </Projects>
</Company>

Analysis Types

Sage Field XML Field Example Field Type Field Length Input Notes
Analysis 1 Analysis1 ANALYSIS1 string 30 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Analysis 2 Analysis2 ANALYSIS2 string 30 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty.
Analysis 3 Analysis3 ANALYSIS3 string 30 Optional If node not provided in XML and project exists, value stays the same. If node not provided in XML and project doesn't exist, default to empty. 
<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Projects>
    <Project>
      <Analysis1>ANALYSIS1</Analysis1>
      <Analysis2>ANALYSIS2</Analysis2>
      <Analysis3>ANALYSIS3</Analysis3>
    </Project>
  </Projects>
</Company>