Import Vendors into Sage Intacct
You can import vendors into Sage Intacct to create new and maintain existing supplier information.
In this article, we'll guide you through the steps to import vendors into Sage Intacct using the Import Vendors task and explore its configurable settings.
Prerequisites
Before you begin, ensure that you have the following:
- Access to Zynk Workflow.
- A connection to Sage Intacct. If you haven't done so already, please refer to this article for instructions on setting up the connection before returning here.
- Review the Vendor XML and create a properly formatted XML document to use as your
Input File.
Import Settings
Fail File
The Fail File setting allows you to specify a file where the task will write records that fail to import successfully.
This file serves as a log of any issues encountered during the import process, enabling you to review and address them accordingly.
Input File
Provide the path to the input file containing the contact data in XML format.
The task will deserialize the XML data and import it into Sage Intacct according to the specified mapping.
Success File
Similar to the Fail File setting, the Success File setting allows you to designate a file where the task will write records that import successfully.
This file serves as a confirmation of the successful importation of contact data.
Prevent Reprocessing
When providing an External Id in the data, you can enable the Prevent Reprocessing setting to avoid reprocessing the same record twice.
This setting helps prevent duplication of contact records in Sage Intacct, ensuring data integrity and accuracy.
Zynk Settings
Usage
To use the Import Vendors task effectively, follow these steps:
- Prepare your vendor data in XML format according to the schema.
- Configure the task settings, including specifying the input file, fail file and success file.
- Run the task to initiate the import process.
- Review the generated fail and success files to identify any errors or successful imports.