Importing Customers into EKM

This task will create or update customers in EKM.

Settings

Connection

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

Fail File

Required
The name of the XML file to save any records which fail to import into EKM. Defaults to 'ekm_import_customers_fail.xml'.

Input File

Required
The name of the XML file containing the records to import into EKM. Defaults to 'ekm_import_customers.xml'.

Success File

Required
The name of the XML file to save any records which successfully imported into EKM. Defaults to 'ekm_import_customers_success.xml'.

Prevent Reprocessing

Required
When set to true this will prevent the task from processing a record with the same <ExternalId> value as a previously imported record.

Zynk Settings

See Common Task Settings

Samples

Sample input file:

<?xml version="1.0" encoding="utf-8"?>
<Customers xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Customer>
    <ExternalId>4362</ExternalId>
    <FirstName>John</FirstName>
    <LastName>Smith</LastName>
    <EmailAddress>[email protected]</EmailAddress>
    <LoyaltyPoints>0</LoyaltyPoints>
    <Locked>false</Locked>
    <Addresses>
      <Address>
        <ExternalId>123</ExternalId>
        <FirstName>John</FirstName>
        <LastName>Smith</LastName>
        <Company>Zynk Software</Company>
        <Address>6-8 Charlotte Square</Address>
        <Address2 />
        <Town>Newcastle upon Tyne</Town>
        <County>Tyne &amp; Wear</County>
        <Country>GB</Country>
        <FriendlyCountry>United Kingdom</FriendlyCountry>
        <PostCode>NE1 4XF</PostCode>
        <Telephone>0191 820 1484</Telephone>
        <IsPreferredBillingAddress>true</IsPreferredBillingAddress>
        <IsPreferredShippingAddress>false</IsPreferredShippingAddress>
      </Address>
    </Addresses>
  </Customer>
</Customers>