Importing Vendors into Sage 50 US
This task will import vendor information in the Sage 50 US Vendor 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_vendors_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_vendors_success.xml
.
Auto Generate Account IDs
Required
Set this to True
to automatically generate an ID for each vendor if it isn't specified in the input file. Defaults to True
.
Zynk Settings
See Common Task Settings.
Example
A sample input file is shown below. See Sage 50 US Vendor XML for full documentation of the XML format.
<?xml version="1.0" encoding="utf-8"?>
<ArrayOfVendor>
<Vendor 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>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>
<PaymentsContact>
<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 />
</PaymentsContact>
<ShipmentsContact>
<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 />
</ShipmentsContact>
<MailToContact>
<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 />
</MailToContact>
<PurchaseOrdersContact>
<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 />
</PurchaseOrdersContact>
<VendorSince>2011-03-15T00:00:00</VendorSince>
<PurchaseRepresentativeReference>DGROSS</PurchaseRepresentativeReference>
<ExpenseAccountReference>40000-00</ExpenseAccountReference>
<Form1099Type>None</Form1099Type>
<IncludePurchaseRepresentativeOnEmailedForms>false</IncludePurchaseRepresentativeOnEmailedForms>
<TaxIDNumber>TX0101234</TaxIDNumber>
<UsingPaymentDefaults>false</UsingPaymentDefaults>
</Vendor>
</ArrayOfVendor>