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 820 1484</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 820 1484</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 820 1484</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 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.

• Import Sales Orders
• Sales Order XML