Importing Invoice Payments via ConnectWise REST Interface
This task will import Payments against the Credits and Payments section of Invoices in ConnectWise from an XML file. See below for a sample input file.
Records are created/updated based on the following rules:
- If an
<id>is specified, the task will update the record with this ID.
- If an
<externalId>is specified, and a corresponding entry is found in Zynk's truth table, the task will update the record with this ID.
- If one or more
<lookup>elements have been specified, Zynk will search for a match based on each one in turn, and will update the first matching record it finds.
- If none of the above conditions are met, the task will create a new record.
When updating existing records, only writeable fields specified in the input file will be updated. Any other fields will keep their existing values.
Please note that ConnectWise only allow a single payment per invoice.
ConnectWise REST Interface Connection
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.
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.
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.
(Output from previous task)
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.
Set this option to
True to prevent the same record being processed more than once by Zynk. An
<externalId> must be provided in the input file for this to work.
A sample input file is shown below.
<?xml version="1.0" encoding="utf-8"?> <InvoicePayments xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <InvoicePayment> <id>2</id> <externalId>1234</externalId> <invoice> <id>206</id> </invoice> <amount>10</amount> <paymentDate>2018-10-11T00:00:00Z</paymentDate> </InvoicePayment> </InvoicePayments>