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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 820 1484</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 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.