Sage 50 UK Supplier XML

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.

Tasks

XML

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
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">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>[email protected]</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	E	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	[email protected]	string	255	Optional
Email 2	Email2	[email protected]	string	255	Optional
Email 3	Email3	[email protected]	string	255	Optional
Email 4	Email4	[email protected]	string	255	Optional
Email 5	Email5	[email protected]	string	255	Optional
Email 6	Email6	[email protected]	string	255	Optional
Electronic Letters	SendElectronicLetter	true	bool	-	Optional
Electronic Invoices	SendElectronicInvoice	true	bool	-	Optional

FullName* - This field is not set directly in the XML, but is built up of Title, Forename, Middlename, Surname and Suffix.

<?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>[email protected]</Email>
        <Email2>[email protected]</Email2>
        <Email3>[email protected]</Email3>
        <Email4>[email protected]</Email4>
        <Email5>[email protected]</Email5>
        <Email6>[email protected]</Email6>
        <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
Analysis 4	Analysis4	England	string	30	Optional
Analysis 5	Analysis5	Joe Bloggs	string	30	Optional
Analysis 6	Analysis6	Jane Doe	string	30	Optional
Discount %	FixedDiscount	10	double	-	Optional
Default Nominal Code	NominalCode	4000	string	8	Optional	If not specified when creating a supplier, the nominal code will be set to the default configured in Sage.
Default Tax Code	TaxCode	1	int	2	Optional	If not specified when creating a supplier, the tax code will be set to the default configured in Sage.
Currency	Currency	GBP	string	2	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>
      <Analysis4>England</Analysis4>
      <Analysis5>Joe Bloggs</Analysis5>
      <Analysis6>Jane Doe</Analysis6>
      <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*	0	int	2	Optional
DUNS Number	DUNSNumber	123456789	string	9	Optional
Terms Agreed	TermsAgreed	true	bool	-	Optional

AccountStatus* - This field is only set when creating a new supplier.

<?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>
      <DUNSNumber>123456789</DUNSNumber>
      <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>

EORI Number and Incoterms

Sage 50 Version 27.2 introduced the ability to include EORI Numbers and Incoterms on Customer and Supplier records. The following fields are only available when using Sage 27.2 or above and Zynk 2021.6.2 or above

Sage Field	XML Field	Example	Field Type	Field Length	Input
EORI Number	EORINumber	-	string	17	Optional
Incoterms	Incoterms	-	string*	---	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>
      <EORINumber>GB205672212000</EORINumber>
      <Incoterms>ExWorks2010</Incoterms>
    </Supplier>
  </Suppliers>
</Company>

*Available Incoterms:

Sage Option	XML Option
EXW - Ex Works [2010]	ExWorks2010
EXW - Ex Works [2020]	ExWorks2020
FCA - Free Carrier [2010]	FreeCarrier2010
FCA - Free Carrier [2020]	FreeCarrier2020
FAS - Free Alongside Ship [2010]	FreeAlongsideShip2010
FAS - Free Alongside Ship [2020]	FreeAlongsideShip2020
FOB - Free On Board [2010]	FreeOnBoard2010
FOB - Free On Board [2020]	FreeOnBoard2020
CFR - Cost and Freight [2010]	CostAndFreight2010
CFR - Cost and Freight [2020]	CostAndFreight2020
CIF - Cost, Insurance and Freight [2010]	CostInsuranceAndFreight2010
CIF - Cost, Insurance and Freight [2020]	CostInsuranceAndFreight2020
CPT - Carriage Paid to [2010]	CarriagePaidTo2010
CPT - Carriage Paid to [2020]	CarriagePaidTo2020
CIP - Carriage and Insurance Paid to [2010]	CarriageAndInsurancePaidTo2010
CIP - Carriage and Insurance Paid to [2020]	CarriageAndInsurancePaidTo2020
DAT - Delivered at Terminal [2010]	DeliveredAtTerminal2010
DPU - Delivered at Place Unloaded [2020]	DeliveredAtPlaceUnloaded2020
DAP - Delivered at Place [2010]	DeliveredAtPlace2010
DAP - Delivered at Place [2020]	DeliveredAtPlace2020
DDP - Delivery Duty Paid [2010]	DeliveredDutyPaid2010
DDP - Delivery Duty Paid [2020]	DeliveredDutyPaid2020