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Import Customers to Sage Business Cloud Accounting

The Import Customers task will create new and update existing customers in Sage Business Cloud Accounting. The customer data must be provided in the Sage Accounting Customer XML format.

Settings

Sage Business Cloud Accounting Connection

Required
The connection to Sage Business Cloud Accounting to use. See Connecting To Sage Business Cloud Accounting if you require more information on how to create/manage connections.

Auto Generate References

Required

  • Alphabetic Length - Used when auto generating account references. Controls the number of alphabetic characters to use in the generated account reference (e.g. 3 may produce an account reference starting with ABC)
  • Auto Generate References - Set this to True to have the task auto-create an account reference if one is not provided in the input file, or an account reference is not found in the truth table based on the external_id. Set to False to prevent new account references being generated automatically.
  • Mask - This will prefix any account reference generated by Zynk, for example, if the account reference was 'INT001' and the mask was 'Z-' the account reference would be set to 'Z-INT001' in Sage. Wild cards can be used to insert characters at certain positions in the account reference. For example, the mask ???-??? may produce the account reference 'INT-001'.
  • Numeric Length - Used when auto generating account references. Controls the number of numeric characters to use in the generated account reference (e.g. 3 may produce an account reference ending in 001)
  • Reference Convention - Used when auto generating account references. Select a method for generating the alphabetic part of the account reference. The following options are available:
  • CompanyOtherwiseMainContactName - The company name will be used if provided, otherwise the main contact name.
  • MainContactNameOtherwiseCompany - The main contact name will be used if provided, otherwise the company name.

Fail File

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

Input File

Required
The source file that you want to import in Sage Business Cloud Accounting XML format.

Success File

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

Prevent Reprocessing

Required
Set to true to prevent the same record being processed more than once. This will only work where an external_id is provided for a record in the input XML file.

Zynk Settings

See Common Task Settings

Example

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

<?xml version="1.0" encoding="utf-8"?>
<sage_one_company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <customers>
    <customer>
      <reference>ZYNK0001</reference>
      <name>Zynk Software</name>
      <main_address>
        <address_type_id>DELIVERY</address_type_id>
        <name>Main Address</name>
        <country_group>
          <id>GBIE</id>
        </country_group>
        <address_line_1>Zynk Software</address_line_1>
        <address_line_2>6-8 Charlotte Square</address_line_2>
        <city>Newcastle upon Type</city>
        <region>Tyne &amp; Wear</region>
        <postal_code>NE1 4XF</postal_code>
        <country>
          <id>GB</id>
        </country>
        <is_main_address>true</is_main_address>
      </main_address>
      <product_sales_price_type>
        <name>Sales Price</name>
      </product_sales_price_type>
      <default_sales_ledger_account>
        <nominal_code>4000</nominal_code>
      </default_sales_ledger_account>
      <default_sales_tax_rate>
        <id>GB_STANDARD</id>
      </default_sales_tax_rate>
      <tax_number>GB12345678</tax_number>
    </customer>
  </customers>
</sage_one_company>