Customer XML

In this guide, we'll walk you through the process of importing customer information into Sage Intacct using XML format. Whether you're updating existing customers or adding new ones, this comprehensive guide provides you with all the necessary information and examples to ensure a smooth integration.

Matching

Before importing customers, it's essential to understand the different matching methods available in Sage Intacct:

Customer ID

If the customer already exists in Sage Intacct, you can provide the Customer ID, which is the unique identifier.

<CUSTOMERID>10311</CUSTOMERID>

External ID

When providing a new customer that you may need to update in the future, you can include the External ID within your XML structure. This value is stored in Zynk's internal database and serves as a unique identifier to match the customer record.

Additionally, if you enable the Prevent Reprocessing task setting, the presence of the External ID will trigger this functionality. When this setting is activated, attempting to process the same record again will result in a failure, preventing unintended updates or duplicates.

<EXTERNALID>87584</EXTERNALID>

Name

If you need to match an existing customer in Sage Intacct but lack the specific Customer ID, you can utilize the Name element to lookup the contact in Sage Intacct.

<NAME>Nirvana</NAME>
Note

It's important to be aware that opting for this method will require an additional call to the Sage Intacct API during the import process to retrieve the associated customer.

Similar to other functionalities within the Sage Intacct library, we batch API requests to optimize performance and minimize the total number of calls made.

XML

Customer

You can use the mapping outlined below to set fields on the Customer tab.

Intacct Field XML Field Example Field Type Required? Notes
Name NAME Nirvana string Yes -
One-time use ONETIME false bool - -
Status STATUS active string - -
Primary contact DISPLAYCONTACT/CONTACTNAME or DISPLAYCONTACT/NAME Kurt Cobian string Yes In conjunction with the Auto Create Contacts task setting, you can provide a new contact to create or update here. For Contact XML documentation, see here.
Contact list > BILLTO BILLTO/CONTACTNAME or BILLTO/NAME Krist Novoselic string - In conjunction with the Auto Create Contacts task setting, you can provide a new contact to create or update an existing one. For Contact XML documentation, see here.
Contact list > SHIPTO SHIPTO/CONTACTNAME or SHIPTO/NAME Dave Grohl string - In conjunction with the Auto Create Contacts task setting, you can provide a new contact to create or update an existing one. For Contact XML documentation, see here.

| Exclude from the company contact list | HIDEDISPLAYCONTACT | false | bool | - | Set to true to hide the display contact from the contact list. |

Additional Information

You can use the mapping outlined below to set fields on the Additional Information tab.

Intacct Field XML Field Example Field Type Required? Notes
Type ID CUSTTYPEID - string - -
Sales rep SALESREPEMPLOYEEID - string - -
Parent PARENTID - string - -
GL group GLGROUP - string - -
Territory ID TERRITORYID - string - -
Attachment ATTACHMENTSID - string - -
Default revenue account ARACCOUNT - string - -
Term TERMNAME Net 30 string - -
Shipping method SHIPPINGMETHOD Best Way string - -
Resale number RESALENUMBER - string - -
Credit limit CREDITLIMIT 1000 decimal - -
On hold ONHOLD false bool - -
Default invoice message CUSTMESSAGEID - string - -
Comments COMMENTS One of the greatest bands ever! string - -
Taxable TAXABLE true bool - -
Printed document templates > List PRINTOPTIONOELISTTEMPLATENAME - string - -
Printed document templates > AR invoice PRINTOPTIONARINVOICETEMPLATENAME - string - -
Printed document templates > Invoice PRINTOPTIONOEINVOICETEMPLATENAME - string - -
Printed document templates > Quote PRINTOPTION0EQUOTETEMPLATENAME - string - -
Printed document templates > Adjustment PRINTOPTIONSOEADJUSTMENTTEMPLATENAME - string - -
Printed document templates > Order PRINTOPTIONOEORDERTEMPLATENAME - string - -
Printed document templates > Other PRINTOPTIONOEOTHERTEMPLATE - string - -

Contact List

You can use the mapping outlined below to set fields for each contact on the Contact List tab.

Intacct Field XML Field Example Field Type Required? Notes
Category CATEGORYNAME - string - -
Contact CONTACTNAME or NAME - string - -

Example

The below document is a sample of the XML format required to import a customer into Sage Intacct.

In order to create and/or update the contacts included in the below sample, the Auto Create Contacts setting must be enabled.

<?xml version="1.0" encoding="utf-8"?>
<CUSTOMERS>
    <CUSTOMER>
        <EXTERNALID>87584</EXTERNALID>
        <NAME>Nirvana</NAME>
        <STATUS>active</STATUS>
        <TAXABLE>true</TAXABLE>
        <HIDEDISPLAYCONTACT>false</HIDEDISPLAYCONTACT>
        <DISPLAYCONTACT>
            <EXTERNALID>44701</EXTERNALID>
            <NAME>Kurt Cobain</NAME>
            <PRINTAS>Cobain, Kurt</PRINTAS>
            <COMPANYNAME>Nirvana</COMPANYNAME>
            <PREFIX>Mr</PREFIX>
            <FIRSTNAME>Kurt</FIRSTNAME>
            <MIDDLENAME>Donald</MIDDLENAME>
            <LASTNAME>Cobain</LASTNAME>
            <MAILADDRESS>
                <ADDRESS1>1 Nevermind Ave</ADDRESS1>
                <ADDRESS2>Bleach</ADDRESS2>
                <CITY>Seattle</CITY>
                <STATE>Washington</STATE>
                <ZIP>98101</ZIP>
                <COUNTRY>United States</COUNTRY>
            </MAILADDRESS>
            <EMAIL1>[email protected]</EMAIL1>
            <EMAIL2>[email protected]</EMAIL2>
            <PHONE1>0191 303 7279</PHONE1>
            <PHONE2>0773 8626085</PHONE2>
            <URL1>www.nirvana.com</URL1>
            <URL2>www.inbloom.com</URL2>
            <CELLPHONE>0773 8626085</CELLPHONE>
            <FAX>0191 303 7280</FAX>
            <PAGER>17736529999</PAGER>
            <TAXABLE>true</TAXABLE>
            <TAXGROUP>IN Sales Tax</TAXGROUP>
            <STATUS>active</STATUS>
        </DISPLAYCONTACT>
        <BILLTO>
            <EXTERNALID>44702</EXTERNALID>
            <NAME>Krist Novoselic</NAME>
            <PRINTAS>Novoselic, Kirst</PRINTAS>
            <PREFIX>Mr</PREFIX>
            <FIRSTNAME>Krist</FIRSTNAME>
            <MIDDLENAME>Anthony</MIDDLENAME>
            <LASTNAME>Novoselic</LASTNAME>
            <MAILADDRESS>
                <ADDRESS1>2 Nevermind Ave</ADDRESS1>
                <ADDRESS2>Bleach</ADDRESS2>
                <CITY>Seattle</CITY>
                <STATE>Washington</STATE>
                <ZIP>98102</ZIP>
                <COUNTRY>United States</COUNTRY>
            </MAILADDRESS>
            <EMAIL1>[email protected]</EMAIL1>
            <EMAIL2>[email protected]</EMAIL2>
            <PHONE1>0191 303 7279</PHONE1>
            <PHONE2>0773 8626085</PHONE2>
            <URL1>www.nirvana.com</URL1>
            <URL2>www.inbloom.com</URL2>
            <CELLPHONE>0773 8626085</CELLPHONE>
            <FAX>0191 303 7280</FAX>
            <PAGER>17736529999</PAGER>
            <TAXABLE>true</TAXABLE>
            <TAXGROUP>IN Sales Tax</TAXGROUP>
            <STATUS>active</STATUS>
        </BILLTO>
        <SHIPTO>
            <EXTERNALID>44703</EXTERNALID>
            <NAME>Dave Grohl</NAME>
            <PRINTAS>Grohl, Dave</PRINTAS>
            <PREFIX>Mr</PREFIX>
            <FIRSTNAME>Dave</FIRSTNAME>
            <MIDDLENAME>Eric</MIDDLENAME>
            <LASTNAME>Grohl</LASTNAME>
            <MAILADDRESS>
                <ADDRESS1>3 Nevermind Ave</ADDRESS1>
                <ADDRESS2>Bleach</ADDRESS2>
                <CITY>Seattle</CITY>
                <STATE>Washington</STATE>
                <ZIP>98103</ZIP>
                <COUNTRY>United States</COUNTRY>
            </MAILADDRESS>
            <EMAIL1>[email protected]</EMAIL1>
            <EMAIL2>[email protected]</EMAIL2>
            <PHONE1>0191 303 7279</PHONE1>
            <PHONE2>0773 8626085</PHONE2>
            <URL1>www.nirvana.com</URL1>
            <URL2>www.inbloom.com</URL2>
            <CELLPHONE>0773 8626085</CELLPHONE>
            <FAX>0191 303 7280</FAX>
            <PAGER>17736529999</PAGER>
            <TAXABLE>true</TAXABLE>
            <TAXGROUP>IN Sales Tax</TAXGROUP>
            <STATUS>active</STATUS>
        </SHIPTO>
        <COMMENTS>One of the greatest bands ever!</COMMENTS>
        <SHIPPINGMETHOD>Best Way</SHIPPINGMETHOD>
        <ONHOLD>false</ONHOLD>
        <CREDITLIMIT>1000</CREDITLIMIT>
        <TERMNAME>Net 30</TERMNAME>
        <CURRENCY>USD</CURRENCY>
    </CUSTOMER>
</CUSTOMERS>

Tasks

This XML model cam be applied on the following tasks within the Zynk Sage Intacct library.

Import Customers

Import Sales Orders

You must enable the Auto Create Customers task setting in order to create new and update existing customers via the Import Sales Orders task.