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Importing Accounting Batches via ConnectWise REST Interface

This task allows you to import Batches into the Finance -> Accounting Interface -> Batches area in ConnectWise. This is intended to be used as a way of notifying processed Unposted Invoices, Expenses and Procurement records so that they are no longer returned when Exporting GL Batches from ConnectWise REST Interface.
This will only ever create a new batch, if an existing batch identifier is provided then this will be rejected.

The batchIdentifier is an optional field, which will default to a timestamp value if not specified.

The glRecId values are returned in the output file of the Exporting GL Batches from ConnectWise REST Interface task.

Settings

ConnectWise REST Interface Connection

Required
The ConnectWise REST Interface connection to use. See the Connecting to ConnectWise REST Interface article if you require more information on how to create/manage connections.

Fail File

Required
The XML file to output any records that the task fails to process to. This can be an absolute or relative file path on the local computer or network. This will contain any errors which occur on the import.

Defaults to connectwise_import_batches_fail.xml

Input File

Required
The file containing the records to import into ConnectWise. This can be an absolute or relative file path on the local computer or network. The file must contain data in an XML format, a sample of which is shown below.

Defaults to (Output from previous task)

Success File

Required
The XML file to output any records that the task successfully processes to. This can be an absolute or relative file path on the local computer or network.

Defaults to connectwise_import_batches_success.xml

Timeout

Optional
The maximum length of time to wait (in seconds) for API requests to be processed. Specifying this value will override the timeout set at the connection level. Leave blank to use the value specified in the connection.

Zynk Settings

See Common Task Settings

Examples

A sample input file is shown below.

<?xml version="1.0" encoding="utf-8"?>
<Batches>
  <Batch>
    <batchIdentifier>221106</batchIdentifier>
    <glRecIds>
      <glRecId>320042</glRecId>
      <glRecId>320044</glRecId>
      <glRecId>320045</glRecId>
      <glRecId>320046</glRecId>
      <glRecId>320047</glRecId>
      <glRecId>320048</glRecId>
      <glRecId>320043</glRecId>
      <glRecId>320049</glRecId>
    </glRecIds>
  </Batch>
  <Batch>
    <batchIdentifier>INV-118</batchIdentifier>
    <glRecId>2106,2107,2108,2109,2110,2111,2112,2104,2105,2113</glRecId>
  </Batch>
<Batches>