Import Customers into Peoplevox

This task will import customer information to Peoplevox in XML format, for detailed information see Peoplevox XML Customers. The information is imported using the standard fields under Integration Templates that can be configured through your Peoplevox web application. Note, the fields must use the default names, you can import the correct configuration using the file below.

Integration Templates

Customer

Download Template

Name,Reference,FirstName,LastName,Phone,Mobile,Email,CreditLimit,CreditStatus,Wholesaler

Customer Address

Download Template

CustomerReference,AddressLine1,AddressLine2,AddressCity,AddressRegion,AddressPostcode,AddressCountry,AddressReference

Connection Settings

Peoplevox Connection

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

Customer Settings

Match Customers On

Optional
If Auto Create Customers is set to true, optionally match existing customers based on one or many of the following field(s):

• Name
• FirstName
• LastName
• Phone
• Mobile
• Email

File Settings

Fail File

Required
The name or full path to the file failed records will be saved to.

Defaults to peoplevox_import_customers_fail.xml

Input File

Required
The name or full path to the file the data to be imported will be read from.

Defaults to peoplevox_import_customers.xml

Success File

Required
The name or full path to the file successfully imported records will be saved to.

Defaults to peoplevox_import_customers_success.xml

Import Settings

Prevent Reprocessing

Required
Set to True if you only want to process a record once, or False to update every time. Defaults to False.

For Prevent Reprocessing to work, ExternalId must be specified in the XML

Timeout (In Minutes)

Required
Maximum amount of time in minutes that Zynk will wait for a response per call made. Defaults to 10.

Validate Templates

Required
Optionally valid the template configured in Peoplevox against the Zynk object. Any fields that are not set up on the template or that do not match the Zynk object will be logged out as a warning.

Retry Settings

Optional
See Retry Settings.

Zynk Settings

See Common Task Settings

Example XML

Example input file, for detailed information see Peoplevox XML Customers.

<?xml version="1.0" encoding="utf-8"?>
<Customers>
    <Customer>
        <ExternalId>1</ExternalId>
        <Name>Andrew Snape</Name>
        <Reference>ANDR001</Reference>
        <FirstName>Andrew</FirstName>
        <LastName>Snape</LastName>
        <Phone>0191 820 1484</Phone>
        <Mobile>0191 820 1484</Mobile>
        <Email>[email protected]</Email>
        <CreditLimit>1000</CreditLimit>
        <CreditStatus>true</CreditStatus>
        <Wholesaler>false</Wholesaler>
        <CustomerAddresses>
            <CustomerAddress>
                <AddressLine1>i6</AddressLine1>
                <AddressLine2>6 - 8 Charlotte Square</AddressLine2>
                <AddressCity>Newcastle</AddressCity>
                <AddressRegion>Tyne and Wear</AddressRegion>
                <AddressPostcode>NE1 4XF</AddressPostcode>
                <AddressCountry>United Kingdom</AddressCountry>
                <AddressReference>WORK</AddressReference>
            </CustomerAddress>
        </CustomerAddresses>
    </Customer>
</Customers>