Import Customers into B2B Wave

This task will import customer into your B2B Wave portal. You will provide an input file containing a list of a Customers in the B2B Wave XML format.

You can create new and update existing customers using this task.

Customer Settings

Match Customers

Required

Match customer based on email, company name or name. If you provide an element in your data then this will take precedence over this task setting

File Settings

Fail File

Required

The file to write failed records to.

Input File

Required

The file containing the records you wish to process.

Success File

Required

The file to save successful records to.

Import Settings

Prevent Reprocessing

Required Prevent the same record being processed more than once by providing an external_id.

Zynk Settings

See Common Task Settings.

Example

This example sets the customer price using the product_id and the customer_id

<?xml version="1.0" encoding="utf-8"?>
<customers>
  <customer>
    <customer_info>
      <id>256</id>
      <email>[email protected]</email>
      <company_name>Test Customer</company_name>
      <name>B2B Wave Test Customer</name>
      <vat_group_id>1</vat_group_id>
      <pricelist_id>8</pricelist_id>
      <credit_amount>2500</credit_amount>
    </customer_info>
  </customer>
</customers>