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Import Customers To QuickBooks Online

This task will insert new and update existing customers in Quickbooks Online, from a Quickbooks Online Customer XML file. The logic surrounding inserting/updating customers works as follows:

  1. If an Id is provided for the customer, and a customer already exists in Quickbooks with this Id, the existing customer will be updated.
  2. If an ExternalId is provided for the customer, and a match is found in Zynk's truth table, the existing customer will be updated.
  3. If a DisplayName is provided for the customer, and a customer already exists in Quickbooks with this DisplayName, the existing customer will be updated.
  4. If none of the above conditions are fulfilled, a new customer will be created.

Upload Customers

Connection

Required
Select a connection to the Quickbooks Online company you want to use. See Connecting to QuickBooks Online

Fail File

Required
The XML file to output any records to which fail to import to Quickbooks.

Input File

Required
The XML file containing the records to import to Quickbooks. See below for a sample input file.

Success File

Required
The XML file to output any records to which are successfully imported to Quickbooks.

Batch Size

Required
The maximum number of records to include in each batch sent to QuickBooks Online. The value must be between 1 and 25. Defaults to 25.

Prevent Reprocessing

Required
Set to true to prevent the same records being imported to Quickbooks more than once. Only works on records where an ExternalId is provided in the input file.

Match Records On

Optional
Select the fields to use when matching customers in Quickbooks. Used when an Id and ExternalId are not provided in the input file. One or more of the following fields can be selected:

  • DisplayName
  • CompanyName
  • GivenName
  • MiddleName
  • FamilyName

Examples

Sample input file:

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfCustomer
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <RecordOfCustomer>
    <ExternalId>6108</ExternalId>
    <Data
      domain="QBO"
      xmlns="http://schema.intuit.com/finance/v3">
      <FullyQualifiedName>Zynk Software</FullyQualifiedName>
      <CompanyName>Zynk Software</CompanyName>
      <DisplayName>Zynk Software</DisplayName>
      <PrintOnCheckName>Zynk Software</PrintOnCheckName>
      <Active>true</Active>
      <PrimaryEmailAddr>
        <Address>[email protected]</Address>
      </PrimaryEmailAddr>
      <DefaultTaxCodeRef name="20.0% S"></DefaultTaxCodeRef>
      <Taxable>false</Taxable>
      <BillAddr>
        <Id>69</Id>
        <Line1>Nelson House</Line1>
        <Line2>Jesmond</Line2>
        <City>Newcastle</City>
        <CountrySubDivisionCode>Tyne &amp;amp; Wear</CountrySubDivisionCode>
        <PostalCode>NE2 3AE</PostalCode>
      </BillAddr>
      <ShipAddr>
        <Id>69</Id>
        <Line1>Nelson House</Line1>
        <Line2>Jesmond</Line2>
        <City>Newcastle</City>
        <CountrySubDivisionCode>Tyne &amp;amp; Wear</CountrySubDivisionCode>
        <PostalCode>NE2 3AE</PostalCode>
      </ShipAddr>
      <Job>false</Job>
      <BillWithParent>false</BillWithParent>
      <CurrencyRef>GBP</CurrencyRef>
      <PreferredDeliveryMethod>None</PreferredDeliveryMethod>
    </Data>
  </RecordOfCustomer>
</ArrayOfCustomer>