Import Sales Orders into Peoplevox

This task will import sales order information to Peoplevox in XML format, for detailed information see Peoplevox XML Sales Orders. The information is imported using the standard fields under Integration Templates that can be configured through your Peoplevox web application.

Please note, the fields must use the default names, you can import the correct configuration using the file below.

Integration Templates

Sales Order

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SalesOrderNumber,Customer,CustomerPurchaseOrderReferenceNumber,ShippingAddressLine1,ShippingAddressLine2,ShippingAddressCity,ShippingAddressRegion,ShippingAddressPostcode,ShippingAddressCountry,ShippingAddressReference,InvoiceAddressLine1,InvoiceAddressLine2,InvoiceAddressCity,InvoiceAddressRegion,InvoiceAddressPostcode,InvoiceAddressCountry,InvoiceAddressReference,IsPartialShipment,Status,RequestedDeliveryDate,ShippingCost,Email,ContactName,TotalSale,Discount,TaxPaid,CreatedDate,PaymentMethod,ServiceType,ChannelName

Sales Order Item

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SalesOrderNumber,ItemCode,QuantityOrdered,RequestedDeliveryDate,Line,Sequence,SalePrice

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

Auto Create Customer

Required
Set to true to create customer records based on your match field task settings and the CustomerData in the XML you provide.

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_sales_orders_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_sales_orders.xml

Success File

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

Defaults to peoplevox_import_sales_orders_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.

Item Type Settings

Auto Create Item Types

Required
Set to true to automatically create item types if they do not exist in Peoplevox.

Default Item Type Code

Optional
Optionally set the item code to this value when the item type does not exist

Item Type Name

Required
When automatically creating item type records, use the value of this field to set the item type name.

Match Item Types On

Required
Match the item code value from your item to one of these fields

Retry Settings

Optional
See Retry Settings.

Sales Order Settings

Site

Optional
You can optionally select the site to import orders into, if not set the Site set for each Order in the Input File will be used. Use the dropdown menu to pick from the sites you have setup on your Peoplevox instance.

Zynk Settings

See Common Task Settings

Example XML

Example input file, for detailed information see Peoplevox XML Sales Orders.

<?xml version="1.0" encoding="utf-8"?>
<SalesOrders>
    <SalesOrder>
        <ExternalId>1</ExternalId>
        <SalesOrderNumber>SO-123456</SalesOrderNumber>
        <Customer>Andrew Snape</Customer>
        <CustomerPurchaseOrderReferenceNumber>SO-ABCDEF</CustomerPurchaseOrderReferenceNumber>
        <ShippingAddressLine1>i6</ShippingAddressLine1>
        <ShippingAddressLine2>6 - 8 Charlotte Square</ShippingAddressLine2>
        <ShippingAddressCity>Newcastle</ShippingAddressCity>
        <ShippingAddressRegion>Tyne and Wear</ShippingAddressRegion>
        <ShippingAddressPostcode>NE1 4XF</ShippingAddressPostcode>
        <ShippingAddressCountry>United Kingdom</ShippingAddressCountry>
        <ShippingAddressReference>WORK</ShippingAddressReference>
        <InvoiceAddressLine1>i6</InvoiceAddressLine1>
        <InvoiceAddressLine2>6 - 8 Charlotte Square</InvoiceAddressLine2>
        <InvoiceAddressCity>Newcastle</InvoiceAddressCity>
        <InvoiceAddressRegion>Tyne and Wear</InvoiceAddressRegion>
        <InvoiceAddressPostcode>NE1 4XF</InvoiceAddressPostcode>
        <InvoiceAddressCountry>United Kingdom</InvoiceAddressCountry>
        <InvoiceAddressReference>WORK</InvoiceAddressReference>
        <IsPartialShipment>true</IsPartialShipment>
        <Status>New</Status>
        <RequestedDeliveryDate>2017-07-20 00:00:00</RequestedDeliveryDate>
        <ShippingCost>5</ShippingCost>
        <Email>[email protected]</Email>
        <ContactName>Andrew Snape</ContactName>
        <TotalSale>18</TotalSale>
        <Discount>0</Discount>
        <TaxPaid>3</TaxPaid>
        <CreatedDate>2017-07-11 00:00:00</CreatedDate>
        <PaymentMethod>1</PaymentMethod>
        <ServiceType></ServiceType>
        <ChannelName>Website</ChannelName>
        <Site>PrimarySite</Site>
        <SalesOrderItems>
            <SalesOrderItem>
                <ItemCode>PROD001</ItemCode>
                <QuantityOrdered>1</QuantityOrdered>
                <RequestedDeliveryDate>2017-07-19 00:00:00</RequestedDeliveryDate>
                <Line></Line>
                <Sequence>1</Sequence>
                <SalePrice>10</SalePrice>
            </SalesOrderItem>
        </SalesOrderItems>
    </SalesOrder>
</SalesOrders>