Importing Suppliers To Sage 200 Online

This task will insert new and update existing suppliers in Sage 200 Online, from an XML file. The logic surrounding inserting/updating suppliers works as follows:

  1. If an <id> is provided for the supplier, the existing supplier with this id will be updated.
  2. If an <external_id> is provided for the supplier, and a match is found in Zynk's truth table, the existing supplier will be updated.
  3. If a <reference> is provided for the supplier, the task will check if a supplier already exists with this reference. If a match is found, the existing supplier will be updated, otherwise a new supplier will be created and given the reference specified.
  4. If none of the above conditions are fulfilled, and the 'Auto Generate References' setting is enabled on the task, a new supplier will be created and given an automatically generated reference.

Settings

Sage 200 Online Connection

Required
The connection to Sage 200 Online to use. See the Connecting to Sage 200 Online article if you require more information on how to create/manage connections.

Fail File

Required
The XML file to output any records to which fail to upload to Sage.

Input File

Required
The XML file containing the records to upload to Sage. See below for a sample input file.

Success File

Required
The XML file to output any records to which are successfully uploaded to Sage.

Auto Generate References > Auto Generate Convention

Required
Select a method for generating the alphabetic part of the account reference. The following options are available:

  • CompanyOtherwiseFullName - The company name will be used if provided, otherwise the customers full name.
  • CompanyOtherwiseForenameSurname - The company name will be used if provided, otherwise the customers forename followed by surname.
  • CompanyOtherwiseSurnameForename - The company name will be used if provided, otherwise the customers surname followed by forename.
  • ForenameSurname - The customers forename followed by surname.
  • SurnameForename - The customers surname followed by forename.

Auto Generate References - Alphabetic Length

Required
Specify the number of alphabetic characters to use in the auto generated reference. E.g. 3 = ABC

Auto Generate References - Auto Generate Account References

Required
Set to True to have the task auto generate references where a reference is not provided in the input file. Set to False if automatic reference generation is not required.

Auto Generate References - Mask

Optional
A mask to apply to the auto generated references. This can be used to add prefixes or suffixes to the account references. Question marks are replaced by auto generated characters, as determined by the Alphabetic Length and Numeric Length settings, any other characters will be included in the generated account reference. For example, the mask A?????? would ensure that the account references always start with the letter A.

Auto Generate References - Numeric Length

Required
Specify the number of numeric characters to use in the auto generated reference. E.g. 3 = 001

Auto Generate References - Regular Expression

Optional
The regular expression to use for stripping out undesired characters from the generated reference. Any character which matches the regular expression will be removed. For example, \s* would be used to strip out all spaces.

Zynk Settings

See Common Task Settings.

Examples

Sample input file:

<?xml version="1.0" encoding="utf-8"?>
<Supplier
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Supplier>
    <id>15326</id>
    <reference>ZYNK0001</reference>
    <external_id>321</external_id>
    <name>Zynk Software</name>
    <on_hold>false</on_hold>
    <exchange_rate_type>ExchangeRateSingle</exchange_rate_type>
    <telephone_country_code />
    <telephone_area_code />
    <telephone_subscriber_number />
    <fax_country_code />
    <fax_area_code />
    <fax_subscriber_number />
    <website />
    <credit_limit>1000.00</credit_limit>
    <vat_number />
    <analysis_code_1 />
    <analysis_code_2 />
    <analysis_code_3 />
    <analysis_code_4 />
    <analysis_code_5 />
    <default_tax_code>
      <code>1</code>
    </default_tax_code>
    <country_code>
      <code>GB</code>
    </country_code>
    <currency>
      <currency_iso_code>
        <code>GBP</code>
      </currency_iso_code>
    </currency>
    <bank>
      <sort_code>123456</sort_code>
      <account_number>123456789</account_number>
      <account_name>Current account</account_name>
      <bank_payment_reference />
      <iban_number />
      <bic_number />
      <roll_number />
      <bacs_reference />
      <additional_reference />
      <non_uk_sort_code />
    </bank>
    <main_address>
      <address_1>Nelson House</address_1>
      <address_2>Jesmond</address_2>
      <address_3 />
      <address_4 />
      <city>Newcastle</city>
      <county>Tyne & Wear</county>
      <postcode>NE2 3AE</postcode>
    </main_address>
  </Supplier>
</Suppliers>