Item XML

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

Matching

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

Item ID

If the item already exists in Sage Intacct, you can provide the Item ID, which is the unique identifier, to update the corresponding record.

<ITEMID>Sellotape</ITEMID>

External ID

When providing a new item 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 item 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.

In conjunction with the External ID, you can provide the Item Identifier element which will be used to set the Item ID.

<EXTERNALID>2944512</EXTERNALID>
<ITEMIDENTIFIER>Sellotape</ITEMIDENTIFIER>

UPC

If you need to match an existing item in Sage Intacct but lack the specific Item Id, you can utilize the UPC element to lookup the item in Sage Intacct.

<UPC>SELLO01</UPC>

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

General

You can use the mapping outlined in the table below to set fields on the General tab.

Intacct Field	XML Field	Example	Field Type	Required?	Notes
Item ID	ITEMID or ITEMIDENTIFIER	Sellotape	string	Yes	If you do not provide the `Item ID` element, you must provide the `Item Identifier` element.
Name	NAME	Full roll of sellotape	string	-	-
Product line ID	PRODUCTLINEID	-	string	-	-
Cost method	COST_METHOD	Average	string	-	-
Extended description	EXTENDED_DESCRIPTION	-	string	-	-
Unit of measure	UOMGRP	Each	string	-	-
Note	NOTE	Non-perishable	string	-	-
Shipping weight	SHIP_WEIGHT	0.02	decimal	-	-
GL group	GLGROUP	-	string	-	-
Standard cost	STANDARD_COST	-	decimal	-	-
Base price	BASEPRICE	0.99	decimal	-	-
Taxable	TAXABLE	true	bool	-	-
Default delivery status	VSOEDLVRSTATUS	Delivered	-	-
Default deferral status	VSOEREVDEFSTATUS	Defer until item is delivered	-	-

Advanced

You can use the mapping outlined in the table below to set fields on the Advanced tab.

Intacct Field	XML Field	Example	Field Type	Required?	Notes
Enable serial tracking	ENABLE_SERIALNO	false	bool	-	-
Serial number mask	SERIAL_MASKKEY	-	string	-	-
Enable lot tracking	ENABLE_LOT_CATEGORY	false	bool	-	-
Lot category	LOT_CATEGORYKEY	-	string	-	-
Enable bin tracking	ENABLE_BINS	false	bool	-	-
UPC	UPC	SELLO01	string	-	-
Inventory	INVACCTKEY	-	string	-	-
Sales	OFFSETOEGLACCOUNTKEY	-	string	-	-
Purchasing	OFFSETPOGLACCOUNTKEY	-	string	-	-

Contract Term

You can use the mapping outlined in the table below to set fields on the Contract Term tab.

Intacct Field	XML Field	Example	Field Type	Required?	Notes
Enable start and end dates	HASSTARTENDDATES	false	bool	-	-
Periods measured in	TERMPERIOD	-	string	-	-
Number of periods	TOTALPERIODS	-	int	-	-
Allow prorated pricing	COMPUTEFORSHORTTERM	false	bool	-	-

Example

The below document ia sample of the XML format required to import an item into Sage Intacct.

<?xml version="1.0" encoding="utf-8"?>
<ITEMS>
    <ITEM>
        <EXTERNALID>2944512</EXTERNALID>
        <ITEMIDENTIFIER>Sellotape</ITEMIDENTIFIER>
        <NAME>Full roll of sellotape</NAME>
        <BASEPRICE>0.99</BASEPRICE>
        <NOTE>Non-perishable</NOTE>
        <PODESCRIPTION>Full roll of sellotape</PODESCRIPTION>
        <SODESCRIPTION>Full roll of sellotape</SODESCRIPTION>
        <SHIP_WEIGHT>0.02</SHIP_WEIGHT>
        <STANDARDCOST>0.49</STANDARDCOST>
        <TAXABLE>true</TAXABLE>
        <UOMGRP>Each</UOMGRP>
        <UPC>SELLO01</UPC>
    </ITEM>
</ITEMS>

Tasks

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

Import Items

Import Items

Import Sales Orders

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

Import Purchase Orders

You must enable the Auto Create Items task setting in order to create new and update existing items via the Import Purchase Orders task.