Vendor XML

Matching

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

Vendor ID

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

<VENDORID>20036</VENDORID>

External ID

When providing a new vendor 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 vendor 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>5487841</EXTERNALID>

Name

If you need to match an existing vendor in Sage Intacct but lack the specific Contact Name, you can utilize the Print As element to lookup the contact in Sage Intacct.

<NAME>The Beatles</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 vendor.

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

Vendor

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

Intacct Field	XML Field	Example	Field Type	Required?	Notes
Name	NAME	The Beatles	string	Yes	-
One-time use	ONETIME	false	bool	-	-
Status	STATUS	active	string	-	-
Primary contact	DISPLAYCONTACT/CONTACTNAME or DISPLAYCONTACT/NAME	John Lennon	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.
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	-	-
Parent	PARENTID	-	string	-	-
GL group	GLGROUP	-	string	-	-
Tax ID	TAXID	-	string	-	-
1099 name	FORM1099BOX	-	string	-	-
Form 1099	FORM1099TYPE	-	string	-	-
AP account	APACCOUNT	-	string	-	-
Credit limit	CREDITLIMIT	-	decimal	-	-
On hold	ONHOLD	false	bool	-	-
Don't pay	DONOTCUTCHECK	false	bool	-	-
Comments	COMMENTS	-	string	-	-
Taxable	TAXABLE	true	bool	-	-

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

<?xml version="1.0" encoding="utf-8"?>
<VENDORS>
    <VENDOR>
        <EXTERNALID>5487841</EXTERNALID>
        <NAME>The Beatles</NAME>
        <HIDEDISPLAYCONTACT>false</HIDEDISPLAYCONTACT>
        <DISPLAYCONTACT>   
            <EXTERNALID>44707</EXTERNALID>
            <NAME>John Lennon</NAME>
            <PRINTAS>Lennon, John</PRINTAS>
            <COMPANYNAME>The Beatles</COMPANYNAME>
            <PREFIX>Mr</PREFIX>
            <FIRSTNAME>John</FIRSTNAME>
            <MIDDLENAME>Winston</MIDDLENAME>
            <LASTNAME>Lennon</LASTNAME>
            <MAILADDRESS>
                <ADDRESS1>1 Strawberry Fields</ADDRESS1>
                <ADDRESS2>Sgt Peppers</ADDRESS2>
                <CITY>Liverpool</CITY>
                <STATE>Merseyside</STATE>
                <ZIP>L1 3DA</ZIP>
                <COUNTRY>United Kingdom</COUNTRY>
            </MAILADDRESS>
            <EMAIL1>[email protected]</EMAIL1>
            <EMAIL2>[email protected]</EMAIL2>
            <PHONE1>0191 303 7279</PHONE1>
            <PHONE2>0773 8626085</PHONE2>
            <URL1>www.thebeatles.com</URL1>
            <URL2>www.thebeatles.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>
        <PAYTO>
            <EXTERNALID>44708</EXTERNALID>
            <CONTACTNAME>Paul McCartney</CONTACTNAME>
        </PAYTO>
        <RETURNTO>
            <EXTERNALID>44709</EXTERNALID>
            <CONTACTNAME>George Harrison</CONTACTNAME>
        </RETURNTO>
        <CURRENCY>GBP</CURRENCY>
        <TERMNAME>Net 30</TERMNAME>
        <ONHOLD>false</ONHOLD>
        <ONETIME>false</ONETIME>
        <STATUS>active</STATUS>
    </VENDOR>
</VENDORS>

Tasks

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

Import Vendors

• Import Vendors

Import Sales Orders

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

• Import Purchase Orders
• Purchase Order XML