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Import Customers into Sage 200 Evolution

This task will create new or update existing customers in Sage 200 Evolution from an XML file.

Settings

Connection

Required
The Sage 200 Evolution connection to use. See Connecting to Sage 200 Evolution

Fail File

Required
The file to save failed records to.

Input File

Required
The file containing records to import into Sage 200 Evolution.

Success File

Required
The file to save successful records to.

Branch Context

Optional
Select a branch to connect to Sage 200 Evolution as from the drop down menu. Leave blank to use the 'global' branch.

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.

Auto Generate Codes > Alphabetic Length

Required
Controls the number of alphabetic characters that will appear in the generated codes (e.g. 3 may produce a code starting with 'ZYN')

Auto Generate Codes > Auto Generate Codes

Required
Set to true to automatically generate codes for new customers (if not specified in the input file).

Auto Generate Codes > Code Convention

Required
The convention to use when generating the alphabetic part of the code. The following options are available:

  • DescriptionOtherwiseAddressee - Use <Description> if specified, falling back to <Addressee> if not.
  • DescriptionOtherwiseContactPerson - Use the <Description> if specified, falling back to <ContactPerson> if not.
  • Addressee - Use <Addressee>
  • ContactPerson - Use <ContactPerson>

Auto Generate Codes > Mask

Optional
This setting is used to insert characters into the generated codes. For example, if the generated code was 'ZYN001' and the mask was Z-, it would become 'Z-ZYN001'. Wild cards can be used to insert characters at certain positions in the code. For example, the mask ???-??? would produce the code 'ZYN-001'

Auto Generate Codes > Numeric Length

Required
Controls the number of numeric characters that will appear in the generated codes (e.g. 3 may produce a code ending in '001')

Match Customers On

Optional
The list of fields to use to try and find an existing customer in Sage which matches with the customer in the input file. These settings will only be used if there is no <Code> provided for the customer in the input file, and no code is found in the truth table based on <ExternalId>. When multiple fields are selected, only customers in Sage where the value of all fields matches those in the input file will be considered a match.

The following fields are supported: - Description - Telephone - CellPhone - Fax - EmailAddress - Webpage - PostalCode (from the PostalAddress)

Zynk Settings

See Common Task Settings

Examples

A sample input file is shown below. For full documentation see Sage 200 Evolution Customer XML.

<?xml version="1.0"?>
<Customers>
  <Customer>
    <ExternalId>1234</ExternalId>
    <Code>ZYN001</Code>
    <Description>Zynk Software</Description>
    <AccountDescription>Zynk Software Limited</AccountDescription>
    <Addressee>John Smith</Addressee>
    <ContactPerson>John Smith</ContactPerson>
    <CreditLimit>1000</CreditLimit>
    <Telephone>0191 820 1484</Telephone>
    <EmailAddress>[email protected]</EmailAddress>
    <Webpage>www.zynk.com</Webpage>
    <Currency>
      <Code>GBP</Code>
    </Currency>
    <DefaultTaxRate>
      <Code>1-UK</Code>
    </DefaultTaxRate>
    <PostalAddress>
      <Line1>i6</Line1>
      <Line2>6-8 Charlotte Square</Line2>
      <Line3>Newcastle-upon-Tyne</Line3>
      <Line4>Tyne &amp; Wear</Line4>
      <Line5>UK</Line5>
      <PostalCode>NE1 4XF</PostalCode>
    </PostalAddress>
    <PhysicalAddress>
      <Line1>i6</Line1>
      <Line2>6-8 Charlotte Square</Line2>
      <Line3>Newcastle-upon-Tyne</Line3>
      <Line4>Tyne &amp; Wear</Line4>
      <Line5>UK</Line5>
      <PostalCode>NE1 4XF</PostalCode>
    </PhysicalAddress>
  </Customer>
</Customers>