Import Products into HaloPSA

This task will allow you to import product data into your HaloPSA platform based on the task settings and XML data provided.

Settings

Connection

Required
The HaloPSA connection to use. See Connecting to HaloPSA.

File Settings

Fail File

Required
The XML file to save failed records to. The XML format will be the same as the input file.

Input File

Required
The XML file containing records to import into HaloPSA. An example of the XML format is shown below.

Success File

Required
The XML file to save successful records to. The XML format will be the same as the input file.

Import Settings

Prevent Reprocessing

Required
Set to true to prevent the same records being processed more than once, based on the value of the <ExternalId> element in the XML.

Zynk Settings

See Common Task Settings

Examples

Sample input file:

<?xml version="1.0" encoding="utf-8"?>
<Items xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Item>
    <Id>1</Id>
    <Errors />
    <TopLevelId xsi:nil="true" />
    <CreatedDate xsi:nil="true" />
    <ModifiedDate xsi:nil="true" />
    <AssetTypeMatchingFieldName />
    <Use>item</Use>
    <Name>Generic Item</Name>
    <Status>14</Status>
    <AssetGroupId>102</AssetGroupId>
    <AssetGroupName>Non-serialised</AssetGroupName>
    <PurchaseDescription />
    <QuantityInStock>0</QuantityInStock>
    <QuantityReserved xsi:nil="true" />
    <QuantityOnOrder xsi:nil="true" />
    <GoodsInUnit>Single</GoodsInUnit>
    <GoodsOutUnit>Single</GoodsOutUnit>
    <InOutConversion>1</InOutConversion>
    <QtyIssuedThisYear>0</QtyIssuedThisYear>
    <BasePrice>0</BasePrice>
    <CreatedBy>3</CreatedBy>
    <SupplierId xsi:nil="true" />
    <SupplierName />
    <AssetTypeId xsi:nil="true" />
    <AssetTypeName />
    <MinStockQty>0</MinStockQty>
    <MinPurchaseQty>0</MinPurchaseQty>
    <SecondPrice>0</SecondPrice>
    <PromptForPrice>false</PromptForPrice>
    <SleevePrice>0</SleevePrice>
    <TaxCode>0</TaxCode>
    <TaxCodeOther>0</TaxCodeOther>
    <CostPrice>0</CostPrice>
    <Margin>0</Margin>
    <ReorderQty>0</ReorderQty>
    <CostingMethod>0</CostingMethod>
    <ServiceFee>0</ServiceFee>
    <Recovery>0</Recovery>
    <Avco>10</Avco>
    <QtyOnAllSalesOrders>0</QtyOnAllSalesOrders>
    <DoesNotNeedConsigning>true</DoesNotNeedConsigning>
    <ApplyDiscount>false</ApplyDiscount>
    <SecondHandPrice>0</SecondHandPrice>
    <Hours>0</Hours>
    <MarkUpPerc>0</MarkUpPerc>
    <MeterType>0</MeterType>
    <MeterLife>0</MeterLife>
    <IsRecurringItem>false</IsRecurringItem>
    <TemplateId>0</TemplateId>
    <RecurringPrice>0</RecurringPrice>
    <ShowMobileScanner>true</ShowMobileScanner>
    <IsImport xsi:nil="true" />
    <ThirdPartyId />
    <CustomButtons />
    <ItemSuppliers />
    <PurchaseNominalCode />
    <SalesTaxIncluded>false</SalesTaxIncluded>
    <PurchaseTaxIncluded>false</PurchaseTaxIncluded>
    <Taxable>true</Taxable>
    <AssetAccountCode>0</AssetAccountCode>
    <QboQuantity>0</QboQuantity>
    <QboInitialQuantityDate>1900-01-01T00:00:00</QboInitialQuantityDate>
    <XeroTenantId />
    <XeroDetailsId xsi:nil="true" />
    <IncomeAccountName />
    <ExpenseAccountName />
    <AssetAccountName />
    <QboSku />
    <QboCategoryId />
    <QboCategoryName />
    <AutotaskServiceId>-1</AutotaskServiceId>
    <AutotaskProductId>-1</AutotaskProductId>
    <IsContractItem>false</IsContractItem>
    <DontInvoice>false</DontInvoice>
    <KashflowId>0</KashflowId>
    <KashflowTenantId>0</KashflowTenantId>
    <LinkedItemId>0</LinkedItemId>
    <UpdateRecurringInvoicePrice>false</UpdateRecurringInvoicePrice>
    <UpdateRecurringInvoiceCost>false</UpdateRecurringInvoiceCost>
    <SnelstartId />
    <SnelstartDepartmentId />
    <SnelstartDepartmentName />
    <MaxItemDiscount>100</MaxItemDiscount>
    <ItemDefaultBillingPeriod>3</ItemDefaultBillingPeriod>
    <PrimaryImageId>0</PrimaryImageId>
    <DateCreated xsi:nil="true" />
    <LastModified xsi:nil="true" />
    <ImportDetailsId xsi:nil="true" />
    <IsItemDetails xsi:nil="true" />
    <ItemGroupNominalCode />
    <ItemGroupNominalCodePurchase />
    <ItemGroupItemCode xsi:nil="true" />
    <ItemGroupTaxCode xsi:nil="true" />
    <ItemGroupTaxCodePurchase xsi:nil="true" />
    <RecurringCost>0</RecurringCost>
    <DbcCompanyId />
    <Type>0</Type>
    <MatchIntegrationId xsi:nil="true" />
    <SageBusinessCloudDetailsId xsi:nil="true" />
    <BudgetTypeId xsi:nil="true" />
    <SerialiseOnlyOne xsi:nil="true" />
    <ExactDivision xsi:nil="true" />
    <DattoCommerceTenant xsi:nil="true" />
    <Weight xsi:nil="true" />
    <IgnoreFromAccountingSync xsi:nil="true" />
    <Sage50UkDepartmentId>0</Sage50UkDepartmentId>
    <DontTrackStock>false</DontTrackStock>
    <DontReceiveOnPo>false</DontReceiveOnPo>
    <UpdateItemType xsi:nil="true" />
    <RelatedItemCount xsi:nil="true" />
    <MyobTenant xsi:nil="true" />
    <ItemsPerBuyingPrice xsi:nil="true" />
    <ItemsPerSellingPrice xsi:nil="true" />
    <PurchaseCurrencyCode xsi:nil="true" />
    <AutoRenewQuoteLineDefault>false</AutoRenewQuoteLineDefault>
    <PriceCalculatedFromComponents>false</PriceCalculatedFromComponents>
    <CostCalculatedFromComponents>false</CostCalculatedFromComponents>
    <AutoReorderType>0</AutoReorderType>
    <RelatedCategories />
    <ItemListedOnlyOnBundleSetup xsi:nil="true" />
  </Item>
</Items>