Update Deliveries In webCRM
This task will update deliveries in webCRM in webCRM Delivery 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_update_deliveries_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_update_deliveries_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
Example XML
A sample showing all available fields for a delivery, see webCRM Delivery XML for detailed information.
<?xml version="1.0" encoding="utf-8"?>
<Deliveries
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Delivery ExactMatch="true">
<Id>2</Id>
<CreatedAt>2016-12-08T14:42:14+00:00</CreatedAt>
<UpdatedAt>2018-08-07T14:36:33+01:00</UpdatedAt>
<AssignedTo>3</AssignedTo>
<AssignedTo2>0</AssignedTo2>
<Comment />
<CreatedBy>webCRM System</CreatedBy>
<CurrencyName>00</CurrencyName>
<Description>Order</Description>
<Discount>0</Discount>
<ErpId>000000001</ErpId>
<ErpReadOnly>false</ErpReadOnly>
<ErpStatus>NotReadyForSynchronization</ErpStatus>
<ErpSyncDateTime>2018-01-01T00:00:00+00:00</ErpSyncDateTime>
<GmRevenue1>1</GmRevenue1>
<GmRevenue2>2</GmRevenue2>
<GmRevenue3>3</GmRevenue3>
<GmRevenue4>4</GmRevenue4>
<GmRevenue5>5</GmRevenue5>
<GmRevenue6>6</GmRevenue6>
<GmRevenue7>7</GmRevenue7>
<GmRevenue8>8</GmRevenue8>
<GmRevenue9>9</GmRevenue9>
<GmRevenue10>10</GmRevenue10>
<GmRevenue11>11</GmRevenue11>
<GmRevenue12>12</GmRevenue12>
<History><tr><td>07-08-2018&nbsp;14:09&nbsp;</td><td>JS&nbsp;</td><td>(JS)&nbsp;6000&nbsp;</td><td colspan="2">New / General&nbsp;</td><td>No risk</td></tr><tr><td>08-12-2016&nbsp;14:43&nbsp;</td><td>SYS&nbsp;</td><td>(JR)&nbsp;9000&nbsp;</td><td colspan="2">New&nbsp;</td><td>No risk</td></tr><tr><td>08-12-2016&nbsp;14:42&nbsp;</td><td>SYS&nbsp;</td><td>(SYS)&nbsp;9000&nbsp;</td><td colspan="2">New&nbsp;</td><td>No risk</td></tr> </History>
<NextFollowUp>2018-01-01T00:00:00+00:00</NextFollowUp>
<Note>Partial delivery</Note>
<Number>1001</Number>
<OpportunityCustom1>12345</OpportunityCustom1>
<OpportunityCustom2>Quote</OpportunityCustom2>
<OpportunityCustom3 />
<OpportunityCustom4 />
<OpportunityCustom5 />
<OpportunityCustom6 />
<OpportunityCustom7 />
<OpportunityCustom8 />
<OpportunityCustom9 />
<OpportunityCustom10 />
<OpportunityCustom11 />
<OpportunityCustom12 />
<OpportunityCustom13 />
<OpportunityCustom14 />
<OpportunityCustom15 />
<OpportunityMemo>Partial delivery</OpportunityMemo>
<OrderDate>2018-03-01T00:00:00+00:00</OrderDate>
<OrderGmValue>300</OrderGmValue>
<OrderValue>6000</OrderValue>
<OrganisationId>1</OrganisationId>
<Organisation ExactMatch="true">
<Id>1</Id>
<CreatedAt>2006-04-07T15:51:39+01:00</CreatedAt>
<UpdatedAt>2016-12-08T14:37:56+00:00</UpdatedAt>
<Address>Courtyard Business Centre</Address>
<Alert />
<ApprovalStatus>0</ApprovalStatus>
<City>Nottingham</City>
<Comment />
<CompareName>WEBCRMUKLIMITEDMIDLANDS</CompareName>
<Country>United Kingdom</Country>
<CreatedBy>Jørgen Rode</CreatedBy>
<DivisionName>Midlands</DivisionName>
<Domain />
<ExtraCustom1></ExtraCustom1>
<ExtraCustom2></ExtraCustom2>
<ExtraCustom3></ExtraCustom3>
<ExtraCustom4></ExtraCustom4>
<ExtraCustom5></ExtraCustom5>
<ExtraCustom6></ExtraCustom6>
<ExtraCustom7></ExtraCustom7>
<ExtraCustom8></ExtraCustom8>
<Fax />
<Gps />
<ImageFileExtension>No</ImageFileExtension>
<Industry>IT</Industry>
<LastDisplayedAt>2018-08-07T10:40:13+01:00</LastDisplayedAt>
<LastItemType>Opportunity</LastItemType>
<LastItemUpdatedAt>2018-08-06T15:22:58+01:00</LastItemUpdatedAt>
<MarketDataId />
<Name>webCRM UK Limited</Name>
<NoAds>false</NoAds>
<History />
<OutlookSync>0</OutlookSync>
<OverlayUrl />
<Owner>3</Owner>
<Owner2>0</Owner2>
<PostCode>NG8 1PA</PostCode>
<ReportTemp>0</ReportTemp>
<Sla>0</Sla>
<State>Nottinghamshire</State>
<Status>Not relevant</Status>
<Telephone>01158713702</Telephone>
<TelephoneSearch>-01158713702-</TelephoneSearch>
<TerritoryId>1</TerritoryId>
<Type>Supplier</Type>
<UpdatedBy>webCRM System</UpdatedBy>
<VatCountry />
<VatGroup />
<VatNumber />
<VatStatus />
<VatVerifiedAt>0001-01-01T00:00:00+00:00</VatVerifiedAt>
<Www>www.webcrm.com/uk</Www>
<XDate1>01/01/0001 00:00:00</XDate1>
<XDate2>01/01/0001 00:00:00</XDate2>
<XInt1>0</XInt1>
<XInt2>0</XInt2>
<XInt3>0</XInt3>
<XInt4>0</XInt4>
<XInt5>0</XInt5>
<XInt6>0</XInt6>
<XInt7>0</XInt7>
<XInt8>0</XInt8>
<XMemo1></XMemo1>
<XMemo2></XMemo2>
<XText1></XText1>
<XText2></XText2>
<XText3></XText3>
<XText4></XText4>
<XText5></XText5>
<XText6></XText6>
<XText7></XText7>
<XText8></XText8>
<Custom1>Website</Custom1>
<Custom2>51 to 100</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 />
</Organisation>
<Percent>55</Percent>
<PersonId>1</PersonId>
<Product>Your product 1</Product>
<ProductId>0</ProductId>
<QuotationLanguageId>2</QuotationLanguageId>
<Responsible>3</Responsible>
<Revenue1>1</Revenue1>
<Revenue2>2</Revenue2>
<Revenue3>3</Revenue3>
<Revenue4>4</Revenue4>
<Revenue5>5</Revenue5>
<Revenue6>6</Revenue6>
<Revenue7>7</Revenue7>
<Revenue8>8</Revenue8>
<Revenue9>9</Revenue9>
<Revenue10>10</Revenue10>
<Revenue11>11</Revenue11>
<Revenue12>12</Revenue12>
<Risk>NoRisk</Risk>
<Search1>test</Search1>
<Search2 />
<SpentTime>01:30:00</SpentTime>
<Status>New</Status>
<Type>0</Type>
<UpdatedBy>api2 Zynk</UpdatedBy>
<UserGroupId>0</UserGroupId>
<WinPercent>0</WinPercent>
<WinPercent2>0</WinPercent2>
<WinYesNo>false</WinYesNo>
<WonDate>2018-01-01T00:00:00+00:00</WonDate>
<Custom1 />
<Custom2 />
<Custom3 />
<Custom4 />
<Custom5 />
<Custom6 />
<Custom7 />
<Custom8 />
<Custom9 />
<Custom10 />
<Custom11 />
<Custom12 />
<Custom13 />
<Custom14 />
<Custom15 />
<Memo>First order</Memo>
<Lines>
<QuotationLine ExactMatch="true">
<Id>8</Id>
<CreatedAt>2018-08-07T10:47:16+01:00</CreatedAt>
<UpdatedAt>2018-08-07T10:47:16+01:00</UpdatedAt>
<Comment />
<CostPrice>50</CostPrice>
<CreatedBy>James Shaw</CreatedBy>
<Data1>End User</Data1>
<Data2>Product 1</Data2>
<Data3>12345</Data3>
<Discount>0</Discount>
<ListPrice>100</ListPrice>
<Memo>Product 1 - Description Here</Memo>
<OpportunityId>2</OpportunityId>
<OrganisationId>1</OrganisationId>
<PersonId>0</PersonId>
<Price>100</Price>
<Quantity>2</Quantity>
<SortOrder>10</SortOrder>
<StockStatus />
<UpdatedBy>James Shaw</UpdatedBy>
<VatPercentage>20</VatPercentage>
</QuotationLine>
<QuotationLine ExactMatch="true">
<Id>9</Id>
<CreatedAt>2018-08-07T10:47:16+01:00</CreatedAt>
<UpdatedAt>2018-08-07T10:47:16+01:00</UpdatedAt>
<Comment />
<CostPrice>200</CostPrice>
<CreatedBy>James Shaw</CreatedBy>
<Data1>End User</Data1>
<Data2>Service 1</Data2>
<Data3>12353</Data3>
<Discount>0</Discount>
<ListPrice>400</ListPrice>
<Memo>Product 9 - Description Here</Memo>
<OpportunityId>2</OpportunityId>
<OrganisationId>1</OrganisationId>
<PersonId>0</PersonId>
<Price>400</Price>
<Quantity>1</Quantity>
<SortOrder>20</SortOrder>
<StockStatus />
<UpdatedBy>James Shaw</UpdatedBy>
<VatPercentage>20</VatPercentage>
</QuotationLine>
</Lines>
</Delivery>
</Deliveries>