webCRM Organisation XML

The term Organisations refers to company records in your webCRM system. In most cases Organisations are Prospects and Customers, but this term can also be used to refer to Partners, Resellers or Suppliers.

In the B2B version of webCRM you must have at least an Organisation record – Person records are optional. All other module data links to the Organisation records in your system.

You can organise your Organisation records into many different categories, for example by type, status, industry sector, territory, relationship to you, source and more. This enables you to understand the nature of your Contacts, manage ownership of the Data, and communicate effectively.

Tasks

• Export Organisations from webCRM
• Import Organisations to webCRM

Identifiers

The logic surrounding inserting/updating organisations works as follows:

1. If an <Id>1</Id> is provided for the organisation, the existing organisation with this id will be updated.
2. If an <ExternalId>1</ExternalId> is provided for the organisation, and a match is found in Zynk's truth table, the existing organisation will be updated.
3. If a LookupField="ExtraCustom2"is provided Zynk will search for a match based on the data in the XML, and if a match is found the existing organisation will be updated.
4. If none of the above conditions are fulfilled a new organisation will be created.

Fields

@LookupField

Dependant
The field to use when searching webCRM for an existing record. Can optionally be prepended with the table name e.g. OrganisationExtraCustom2 or ExtraCustom2

Type	Example	XML
string	ExtraCustom2	LookupField="ExtraCustom2"

@ExactMatch

Dependant
Used with @LookupField, if set to true and more than one result is found when searching for a match the record will be rejected. defaults to true.

Type	Example	XML
bool	true	ExactMatch="true"

Id

Dependant
The webCRM internal database identifier of the record. If specified the record will be updated, otherwise Zynk will attempt to lookup the record or create a new one.

Type	Example	XML
int	1	<Id>1</Id>

ExternalId

Dependant
Allows you to specify an external identifier that is used for preventing duplicate records being created. If provided Zynk will store both the Id and ExternalId in the Truth database for future lookups.

Type	Example	XML
string	JOE001	<ExternalId>JOE001</ExternalId>

CreatedAt

Read Only

Type	Example	XML
datetime	2018-02-27T14:16:54+00:00	<CreatedAt>2018-02-27T14:16:54+00:00</CreatedAt>

UpdatedAt

Read Only

Type	Example	XML
datetime	2018-02-27T14:20:25+00:00	<UpdatedAt>2018-02-27T14:20:25+00:00</UpdatedAt>

Address

Optional

| Type | Example | XML | | --- | --- | --- | | datetime | Nelson House Fleming Business Centre | <Address>Nelson House Fleming Business Centre</Address> |

Alert

Optional

Type	Example	XML
string	Unverified account	<Alert>Unverified account</Alert>

ApprovalStatus

Optional

Type	Example	XML
int	0	<ApprovalStatus>0</ApprovalStatus>

City

Optional

Type	Example	XML
string	Newcastle	<City>Newcastle</City>

Comment

Optional

Type	Example	XML
string	Originally called Internetware Ltd.	<Comment>Originally called Internetware Ltd.</Comment>

CompareName

Read Only

Type	Example	XML
string	ZYNKSOFTWARELIMITED	<CompareName>ZYNKSOFTWARELIMITED</CompareName>

Country

Optional

Type	Example	XML
string	United Kingdom	<Country>United Kingdom</Country>

CreatedBy

Read Only

Type	Example	XML
string	api2 Zynk	<CreatedBy>api2 Zynk</CreatedBy>

DivisionName

Optional

Type	Example	XML
string	North	<DivisionName>North</DivisionName>

Domain

Optional

Type	Example	XML
string	zynk.com	<Domain>zynk.com</Domain>

ExtraCustom1 - ExtraCustom8

Optional
There are up to eight extra custom fields available per organisation in webCRM. If enabled at the task level, exports will attempt to include the label of the field as setup in the webCRM admin in the Name attribute.

Type	Example	XML
string	JOE001	<ExtraCustom2 Name="Accounting ID Number">JOE001</ExtraCustom2>

Fax

Optional

Type	Example	XML
string	0845 123 2920	<Fax>0845 123 2920</Fax>

Gps

Read Only

Type	Example	XML
string	54.9783, -1.6178	<Gps>54.9783, -1.6178</Gps>

Industry

Optional

Type	Example	XML
picklist	IT	<Industry>IT</Industry>

Values

Available values depend on your webCRM setup.

LastDisplayedAt

Read Only

Type	Example	XML
datetime	2018-03-06T16:39:46+00:00	<LastDisplayedAt>2018-03-06T16:39:46+00:00</LastDisplayedAt>

LastItemType

Optional

Type	Example	XML
string	SupportCase	<LastItemType>SupportCase</LastItemType>

Available Values

• Delivery
• SupportCase

LastItemUpdatedAt

Read Only

Type	Example	XML
datetime	2018-01-26T11:43:37+00:00	LastItemUpdatedAt>2018-01-26T11:43:37+00:00</LastItemUpdatedAt>

Name

Optional

Type	Example	XML
string	Zynk Software Limited	<Name>Zynk Software Limited</Name>

NoAds

Optional

Type	Example	XML
bool	false	<NoAds>false</NoAds>

Available Values

• true
• false

History

Read Only

Type	Example	XML
string		<History />

PostCode

Optional

Type	Example	XML
string	NE1 4XF	<PostCode>NE1 4XF</PostCode>

State

Optional

Type	Example	XML
string	Tyne and Wear	<State>Tyne and Wear</State>

Status

Optional

Type	Example	XML
picklist	Prospect	<Status>Prospect</Status>

Values

Available values depend on your webCRM setup.

Telephone

Optional

Type	Example	XML
string	0191 820 1484	<Telephone>0191 820 1484</Telephone>

TelephoneSearch

Read Only

Type	Example	XML
string	-01918201484-	<TelephoneSearch>-01918201484-</TelephoneSearch>

Type

Optional

Type	Example	XML
picklist	Customer	<Type>Customer</Type>

Values

Available values depend on your webCRM setup.

UpdatedBy

Read Only

Type	Example	XML
string	api2 Zynk	<UpdatedBy>api2 Zynk</UpdatedBy>

Www

Read Only

Type	Example	XML
string	http://zynk.com	<Www>http://zynk.com</Www>

Plus1 - Plus20

Optional
There are up to 20 plus custom fields available per organisation in webCRM. If enabled at the task level, exports will attempt to include the label of the field as setup in the webCRM admin in the Name attribute.

Type	Example	XML
string	20180130	<Plus1 Name="Start Date">20180130</Plus1>

Custom1 - Custom15

Optional
There are up to 15 custom fields available per organisation in webCRM. If enabled at the task level, exports will attempt to include the label of the field as setup in the webCRM admin in the Name attribute.

Type	Example	XML
string	Advertising	<Custom1 Name="Original Lead Source">Advertising</Custom1>

Expandable Fields

Related information linked to organisations are also included in the downloaded XML.

MainContact

Read Only The primary contact associated with the organisation. On an export this will be included if the settings have been enabled, and a match is found. This field is not used on imports.

Example MainContact XML

<?xml version="1.0" encoding="utf-8"?>
<Organisations
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Organisation ExactMatch="true">
    ...
    <MainPerson ExactMatch="true">
      ...
      <Id>3</Id>
      <FirstName>Andrew</FirstName>
      <LastName>Snape</LastName>
      ...
    </MainPerson>
    ...
  </Organisation>
</Organisations>

Example XML

<?xml version="1.0" encoding="utf-8"?>
<Organisations
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Organisation ExactMatch="true">
    <Id>2</Id>
    <CreatedAt>2016-12-08T14:20:58+00:00</CreatedAt>
    <UpdatedAt>2018-03-14T11:54:13+00:00</UpdatedAt>
    <Address>i6
6-8 Charlotte Square</Address>
    <Alert />
    <ApprovalStatus>0</ApprovalStatus>
    <City>Newcastle</City>
    <Comment />
    <CompareName>ZYNKSOFTWARELIMITEDNEWCASTLEUPONTYNE</CompareName>
    <Country>GB</Country>
    <CreatedBy>webCRM System</CreatedBy>
    <DivisionName>Newcastle upon Tyne</DivisionName>
    <Domain />
    <ExtraCustom1 Name="VAT no.">12345</ExtraCustom1>
    <ExtraCustom2 Name="Accounting ID Number">12345</ExtraCustom2>
    <ExtraCustom3></ExtraCustom3>
    <ExtraCustom4></ExtraCustom4>
    <ExtraCustom5></ExtraCustom5>
    <ExtraCustom6></ExtraCustom6>
    <ExtraCustom7></ExtraCustom7>
    <ExtraCustom8></ExtraCustom8>
    <Fax />
    <Gps />
    <ImageFileExtension />
    <Industry>IT</Industry>
    <LastDisplayedAt>2018-03-14T11:53:51+00:00</LastDisplayedAt>
    <LastItemType>SupportCase</LastItemType>
    <LastItemUpdatedAt>2018-01-26T11:43:37+00:00</LastItemUpdatedAt>
    <MarketDataId />
    <Name>Zynk Software Limited</Name>
    <NoAds>true</NoAds>
    <History />
    <OutlookSync>0</OutlookSync>
    <OverlayUrl />
    <Owner>3</Owner>
    <Owner2>0</Owner2>
    <PostCode>NE1 4XF</PostCode>
    <ReportTemp>0</ReportTemp>
    <Sla>0</Sla>
    <State>Tyne and Wear</State>
    <Status>Prospect</Status>
    <Telephone>0191 820 1484</Telephone>
    <TelephoneSearch>-01918201484-</TelephoneSearch>
    <TerritoryId>1</TerritoryId>
    <Type>Customer</Type>
    <UpdatedBy>api2 Zynk</UpdatedBy>
    <VatCountry>test</VatCountry>
    <VatGroup>test</VatGroup>
    <VatNumber />
    <VatStatus />
    <VatVerifiedAt>0001-01-01T00:00:00+00:00</VatVerifiedAt>
    <Www>http://zynk.com</Www>
    <XDate1>01/01/0001 00:00:00</XDate1>
    <XDate2>01/01/0001 00:00:00</XDate2>
    <XInt1>0</XInt1>
    <XInt2>0</XInt2>
    <XInt3>0</XInt3>
    <XInt4>0</XInt4>
    <XInt5>0</XInt5>
    <XInt6>0</XInt6>
    <XInt7>0</XInt7>
    <XInt8>0</XInt8>
    <XMemo1></XMemo1>
    <XMemo2></XMemo2>
    <XText1></XText1>
    <XText2></XText2>
    <XText3></XText3>
    <XText4></XText4>
    <XText5></XText5>
    <XText6></XText6>
    <XText7></XText7>
    <XText8></XText8>
    <Plus1 Name="Test Date">20180130</Plus1>
    <Custom1 Name="Original Lead Source">Advertising</Custom1>
    <Custom2 Name="No of Employess">51 to 100</Custom2>
    <Custom3 Name="Test">A1D001</Custom3>
    <Custom4></Custom4>
    <Custom5></Custom5>
    <Custom6></Custom6>
    <Custom7></Custom7>
    <Custom8></Custom8>
    <Custom9></Custom9>
    <Custom10></Custom10>
    <Custom11></Custom11>
    <Custom12></Custom12>
    <Custom13></Custom13>
    <Custom14></Custom14>
    <Custom15></Custom15>
    <Memo>test memo</Memo>
  </Organisation>
</Organisations>