Import Persons to webCRM

This task will import persons into webCRM in webCRM Person XML format from a file, and output to a success and fail file in the same format.

Settings

webCRM Connection

Required
The connection to webCRM to use, see Connecting to WebCRM for information on how to manage connections.

Fail File

Required
The name of the file to save records that failed to import into webCRM, each record will include an Errors collection detailing why the import failed.

Defaults to webcrm_import_persons_fail.xml

Input File

Required
The name of the file containing the records to import into webCRM. Defaults to (Output from previous task)

Success File

Required
The name of the file to save records that were imported into webCRM, each record will include an Id field with the webCRM internal identifier.

Defaults to webcrm_import_persons_success.xml

Prevent Reprocessing

Required
If true Zynk will check the Truth database to see if a record with the same ExternalId has been provided before, if so the record will be ignored. Otherwise the record will be imported.

Zynk Settings

See Common Task Settings

Example XML

A sample showing all available fields for a person, see webCRM Person XML for detailed information.

<?xml version="1.0" encoding="utf-8"?>
<Persons
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Person ExactMatch="true">
    <Id>4</Id>
    <CreatedAt>2018-08-06T17:18:57+01:00</CreatedAt>
    <UpdatedAt>2018-08-07T09:33:39+01:00</UpdatedAt>
    <BlockMassEmail>true</BlockMassEmail>
    <CampaignWrongPasswordCount>0</CampaignWrongPasswordCount>
    <CheckMark1>False</CheckMark1>
    <CheckMark2>False</CheckMark2>
    <CheckMark3>False</CheckMark3>
    <CheckMark4>False</CheckMark4>
    <CheckMark5>False</CheckMark5>
    <CheckMark6>False</CheckMark6>
    <CheckMark7 Name="Key Accounting System Contact">True</CheckMark7>
    <CheckMark8>False</CheckMark8>
    <CheckMark9>False</CheckMark9>
    <CheckMark10>False</CheckMark10>
    <Comment />
    <CreatedBy>James Shaw</CreatedBy>
    <DirectPhone>0191 820 1484</DirectPhone>
    <Email>[email protected]</Email>
    <EmailBounces>false</EmailBounces>
    <FirstName>Andrew</FirstName>
    <ImageFileExtension />
    <LastLoginDateTime>0001-01-01T00:00:00+00:00</LastLoginDateTime>
    <LastName>Snape</LastName>
    <LoginLog />
    <MarketDateId />
    <MemberGroupId>0</MemberGroupId>
    <MemberLanguageId>0</MemberLanguageId>
    <MemberNumber />
    <MemberStartDate>0001-01-01T00:00:00+00:00</MemberStartDate>
    <MemberStatusId>0</MemberStatusId>
    <MemberWrongPasswordCount>0</MemberWrongPasswordCount>
    <MiddleName />
    <MobilePhone />
    <Name>Andrew Snape</Name>
    <History />
    <OrganisationId>3</OrganisationId>
    <Salutation>Mr</Salutation>
    <Skype />
    <SortOrder>0</SortOrder>
    <Status>Active</Status>
    <SupportLanguageId>0</SupportLanguageId>
    <TelephoneSearch>-01918201484-</TelephoneSearch>
    <Title>Developer</Title>
    <UpdatedBy>James Shaw</UpdatedBy>
    <Plus1 Name="Start Date"></Plus1>
    <Custom1 Name="Role">4</Custom1>
    <Custom2></Custom2>
    <Custom3></Custom3>
    <Custom4></Custom4>
    <Custom5></Custom5>
    <Custom6></Custom6>
    <Custom7></Custom7>
    <Custom8></Custom8>
    <Custom9></Custom9>
    <Custom10></Custom10>
    <Custom11></Custom11>
    <Custom12></Custom12>
    <Custom13></Custom13>
    <Custom14></Custom14>
    <Custom15></Custom15>
    <Memo />
  </Person>
</Persons>