Importing Customers into Sage 50 US

This task will import customer information in the Sage 50 US Customer XML format into Sage 50 US.

Settings

Sage Connection

Required
The connection to Sage 50 US to use. See the Connecting to Sage 50 US article if you require more information on how to create/manage connections.

Fail File

Required
The name of a file for "failed" imports to be sent to. Defaults to sage_50_us_import_customers_fail.xml.

Input File

Required
The source file that you want to import in XML format. Defaults to (Output from previous task).

Success File

Required
The name of a file for "successful" imports to be sent to. Defaults to sage_50_us_import_customers_success.xml.

Auto Generate Account IDs

Required
Set this to True to automatically generate an ID for each customer if it isn't specified in the input file. Defaults to True.

Import Multiple Contacts

Required
Set to True to allow importing of contacts specified in the input file, otherwise if False only the bill to and ship to contacts will be set. Defaults to False.

Match Contacts On

Required
Allows you to specify one or more fields to use for matching to existing contacts in Sage during the import, if no match is found a new contact will be created. The following fields are supported: -

• CompanyName
• Zip
• FirstName
• LastName
• Suffix
• Email

Match Customers On

Required
Allows you to specify one or more fields to use for matching to existing customers in Sage during the import, if no match is found a new customer will be created. The following fields are supported: -

• Name
• AccountNumber
• CashAccountReference

Zynk Settings

See Common Task Settings.

Example

A sample input file is shown below. See Sage 50 US Customer XML for full documentation of the XML format.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfCustomer>
  <Customer xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <ExternalId>123</ExternalId>
    <Id>ALDRED</Id>
    <Name>Aldred Builders, Inc.</Name>
    <IsInactive>false</IsInactive>
    <AccountNumber />
    <Category>LAND</Category>
    <CustomFields>
      <CustomField>
        <Name>Sales Contact</Name>
        <Value />
      </CustomField>
      <CustomField>
        <Name>Lawn Care Srvc?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Monthly Service?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Qtrly Mailing?</Name>
        <Value>Yes</Value>
      </CustomField>
      <CustomField>
        <Name>Referral</Name>
        <Value>Internet</Value>
      </CustomField>
    </CustomFields>
    <ShipVia>None</ShipVia>
    <UseEmailToDeliverForms>false</UseEmailToDeliverForms>
    <ReplaceInventoryItemIDWithUPC>false</ReplaceInventoryItemIDWithUPC>
    <ReplaceInventoryItemIDWithPartNumber>false</ReplaceInventoryItemIDWithPartNumber>
    <PaymentMethod>Check</PaymentMethod>
    <CashAccountReference>10200-00</CashAccountReference>
    <Terms>
      <ChargeInterest>true</ChargeInterest>
      <CreditLimit>50000.00</CreditLimit>
      <DiscountDays>10</DiscountDays>
      <DiscountPercent>2.00</DiscountPercent>
      <DueDays>30</DueDays>
      <IsStandardTerms>false</IsStandardTerms>
      <PaymentTimeFrame>DueInNumberOfDays</PaymentTimeFrame>
      <UseDiscounts>true</UseDiscounts>
    </Terms>
    <IsProspect>false</IsProspect>
    <BillToContact>
      <Prefix />
      <FirstName>Tony</FirstName>
      <MiddleInitial />
      <LastName>Aldred</LastName>
      <Suffix />
      <CompanyName>Aldred Builders, Inc.</CompanyName>
      <Title />
      <Telephone1>770-555-0654</Telephone1>
      <Telephone2>770-555-0655</Telephone2>
      <Fax>770-555-0656</Fax>
      <Email>[email protected]</Email>
      <Gender>NotSpecified</Gender>
      <NameToUseOnForms>CompanyName</NameToUseOnForms>
      <Address>
        <Address1>412 Sever Rd</Address1>
        <Address2 />
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30092</Zip>
        <Country />
        <SalesTaxCode>GAGWINN</SalesTaxCode>
      </Address>
      <Notes />
    </BillToContact>
    <ShipToContact>
      <Prefix />
      <FirstName>Tammy</FirstName>
      <MiddleInitial />
      <LastName>Aldred</LastName>
      <Suffix />
      <CompanyName>Aldred Builders, Inc.</CompanyName>
      <Title>Bookkeeper</Title>
      <Telephone1>770-555-0657</Telephone1>
      <Telephone2>770-555-0658</Telephone2>
      <Fax>770-555-0659</Fax>
      <Email>[email protected]</Email>
      <Gender>NotSpecified</Gender>
      <NameToUseOnForms>ContactName</NameToUseOnForms>
      <Address>
        <Address1>412 Sever Rd</Address1>
        <Address2 />
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30092</Zip>
        <Country />
        <SalesTaxCode>GAGWINN</SalesTaxCode>
      </Address>
      <Notes />
    </ShipToContact>
    <CustomerSince>2011-03-15T00:00:00</CustomerSince>
    <SalesRepresentativeReference>DGROSS</SalesRepresentativeReference>
    <UsualSalesAccountReference>40000-00</UsualSalesAccountReference>
    <OpenPurchaseOrderNumber />
    <ResaleNumber />
    <PriceLevel>Price Level 1</PriceLevel>
    <CreditStatus>NotifyOverLimit</CreditStatus>
  </Customer>
</ArrayOfCustomer>