Import Purchase Orders into HaloPSA

This task will allow you to import purchase order 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"?>
<PurchaseOrders xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <PurchaseOrder>
    <Id>1</Id>
    <Errors />
    <TopLevelId xsi:nil="true" />
    <CreatedDate xsi:nil="true" />
    <ModifiedDate>2023-10-31T11:37:16.033</ModifiedDate>
    <Title>Laptop order #1 example #1</Title>
    <Status>0</Status>
    <User>
      <Id>37</Id>
      <SiteId>25</SiteId>
      <SiteName>Main</SiteName>
      <SiteTelephone>07701234567</SiteTelephone>
      <ClientName>Acorn Construction</ClientName>
      <Firstname>General</Firstname>
      <Surname>User</Surname>
      <Initials>GU</Initials>
      <DefaultTelephone>07701234567</DefaultTelephone>
      <Telephone>07701234567</Telephone>
      <IsInactive>false</IsInactive>
      <Colour>#68bc00</Colour>
      <IsImportant>false</IsImportant>
      <IsImportant2>false</IsImportant2>
      <ShouldNotSendEmails>false</ShouldNotSendEmails>
      <ItemTaxCode xsi:nil="true" />
      <PriorityId>0</PriorityId>
      <LinkedAgentId>0</LinkedAgentId>
      <IsCoveredByContract xsi:nil="true" />
      <ContractValue xsi:nil="true" />
      <RelationshipId xsi:nil="true" />
      <UdUserId xsi:nil="true" />
      <UdRoleCount xsi:nil="true" />
      <IsServiceAccount>false</IsServiceAccount>
      <ShouldIgnoreAutomatedBilling xsi:nil="true" />
      <ConnectWiseId>0</ConnectWiseId>
      <AutoTaskId>-1</AutoTaskId>
      <ClientId>17</ClientId>
      <AutoApplySalesTax xsi:nil="true" />
      <ContractEndDate xsi:nil="true" />
    </User>
    <SiteId>25</SiteId>
    <SiteName>Main</SiteName>
    <ClientId>17</ClientId>
    <ClientName>Acorn Construction</ClientName>
    <Currency>$</Currency>
    <CurrencyCode>1</CurrencyCode>
    <CurrencyConversionRate>1</CurrencyConversionRate>
    <TotalTax>160</TotalTax>
    <Total>960</Total>
    <PercentageInvoiced>0</PercentageInvoiced>
    <CreatedByAgentName>Joe Harrison</CreatedByAgentName>
    <Use>purchaseorder</Use>
    <ShouldPrintHtml xsi:nil="true" />
    <ShouldCancelReserve xsi:nil="true" />
    <IsValidateOnly xsi:nil="true" />
    <ShouldShowPrintPreview xsi:nil="true" />
    <ShouldCreatePo xsi:nil="true" />
    <ShouldCreateInvoice xsi:nil="true" />
    <CreateInvoicePercentage xsi:nil="true" />
    <CreateInvoiceAmount xsi:nil="true" />
    <CreateInvoiceQty xsi:nil="true" />
    <ShouldReturnInvoice xsi:nil="true" />
    <IsCopy xsi:nil="true" />
    <PdfTemplateId xsi:nil="true" />
    <Supplier>
      <Id>5</Id>
      <Errors />
      <TopLevelId>4</TopLevelId>
      <TopLevelName>Supplier Top Level One</TopLevelName>
      <CreatedDate>2020-10-14T16:49:33.117</CreatedDate>
      <ModifiedDate xsi:nil="true" />
      <ParentId>-1</ParentId>
      <DefaultCurrencyCodeId xsi:nil="true" />
      <Name>HP</Name>
      <IsInactive>false</IsInactive>
      <EmailTemplateId>0</EmailTemplateId>
      <DefaultContractId xsi:nil="true" />
      <DefaultContractSlaId xsi:nil="true" />
      <PortalPassword>**********</PortalPassword>
      <ShouldAllowApiAccess xsi:nil="true" />
      <KashflowId>0</KashflowId>
      <KashflowTenantId>0</KashflowTenantId>
      <XeroId />
      <XeroTenantId />
      <IsXeroArchived>false</IsXeroArchived>
      <IsSupplierDetails xsi:nil="true" />
      <JiraUrl />
      <JiraUsername />
      <JiraUser>
        <IsNew xsi:nil="true" />
      </JiraUser>
      <ShouldCreateJiraWebhook xsi:nil="true" />
      <IsJiraWebhookCreated xsi:nil="true" />
      <IsJiraValidated xsi:nil="true" />
      <IsSyncedToIntacct xsi:nil="true" />
      <ShouldIgnoreFromAccountingSync xsi:nil="true" />
      <AccessControlLevel>1</AccessControlLevel>
      <ServiceNowUrl />
      <ServiceNowLocale />
      <ServiceNowUsername />
      <ShouldTestServiceNow xsi:nil="true" />
      <IsServiceNowValidated xsi:nil="true" />
      <Use>supplier</Use>
      <SupplierMailboxOverride>-1</SupplierMailboxOverride>
      <IsImport xsi:nil="true" />
    </Supplier>
    <TicketId>0</TicketId>
    <PoRef>P1-1</PoRef>
    <CarriageDesc>No Carriage Charge</CarriageDesc>
    <CarriagePrice>0</CarriagePrice>
    <AuthBy />
    <Note />
    <Price>800</Price>
    <SupplierId>5</SupplierId>
    <SupplierName>HP</SupplierName>
    <GoodsinStatus>0</GoodsinStatus>
    <ThirdPartyPonumber />
    <DatePublished>1899-12-30T00:00:00</DatePublished>
    <ApprovalStatus>0</ApprovalStatus>
    <AssignedAgent>1</AssignedAgent>
    <ApprovalAgent>0</ApprovalAgent>
    <ApprovalEmail />
    <ApprovalNote />
    <ApprovalaAgentId>0</ApprovalaAgentId>
    <ApprovalDate>1899-12-30T00:00:00</ApprovalDate>
    <ThirdPartyStatus>0</ThirdPartyStatus>
    <AccountsRef />
    <ShouldDeliverToUs>false</ShouldDeliverToUs>
    <EstimatedDeliveryDate>1899-12-30T00:00:00</EstimatedDeliveryDate>
    <SalesOrderId>0</SalesOrderId>
    <UserId>37</UserId>
    <UserName>General User</UserName>
    <CostCentreId>-1</CostCentreId>
    <CostCentreName />
    <PurchaseOrderItems>
      <PurchaseOrderItem>
        <Id>1</Id>
        <SalesOrderId>0</SalesOrderId>
        <Sort>10</Sort>
        <ItemId>9</ItemId>
        <ProductCode>LAPTOP-1</ProductCode>
        <ItemExternalReference />
        <Name>Laptop</Name>
        <Price>800</Price>
        <TotalPrice>800</TotalPrice>
        <TotalNetTotal>960</TotalNetTotal>
        <TotalTax>160</TotalTax>
        <Tax>160</Tax>
        <Quantity>1</Quantity>
        <ItemTaxCode>1</ItemTaxCode>
        <AssetTypeId>131</AssetTypeId>
        <GroupId>0</GroupId>
        <LineSiteId>-1</LineSiteId>
        <SiteName />
        <Note />
        <ShouldSerialiseOnlyOne>false</ShouldSerialiseOnlyOne>
        <PercentageInvoiced>0</PercentageInvoiced>
        <InvoicedQuantity>0</InvoicedQuantity>
        <PurchaseOrderId>1</PurchaseOrderId>
        <BasePrice>800</BasePrice>
        <NetTotal>960</NetTotal>
        <QuantityReceived>0</QuantityReceived>
        <IsGroupDescription>false</IsGroupDescription>
        <SalesOrderLineId>0</SalesOrderLineId>
        <XeroLineId />
        <ItemCode />
        <AccountsCode />
        <QboLineId />
      </PurchaseOrderItem>
    </PurchaseOrderItems>
    <XeroId />
    <XeroTenantId />
    <XeroStatus>DRAFT</XeroStatus>
    <LastSynced>1899-12-30T00:00:00</LastSynced>
    <ShouldRequestApproval>true</ShouldRequestApproval>
    <QboCompanyId />
    <QboId>0</QboId>
    <SuppliersOrderReference />
    <Date>2023-10-19T08:24:40.48</Date>
    <DateSent xsi:nil="true" />
  </PurchaseOrder>
</PurchaseOrders>