Zynk CSV to Zynk Customer XML

The Customer CSV works on the basis of one CSV line representing one customer, where that line holds all the information about that customer and it is not split over multiple lines.

For more details about Sage Customer fields, please refer to our Sage 50 UK and Sage 200 documentation

Contacts and Delivery Addresses

To facilitate multiple contacts and delivery addresses being imported per customer, number the contact and delvery address headers as shown below. Bear in mind that whilst the headers can be adjusted to allow multiple entries, all data in the file must match the structure of the header

Analysis Codes

The format of Analysis Codes in Sage 50 and Sage 200 is different. For Sage 50 UK, you can use the following structure:

Analysis1, Analysis2, Analysis3, Analysis4, Analysis5, Analysis6

For Sage 200, you can provide name-value pairs of Analysis Codes:

AnalysisCode1Name, AnalysisCode1Value, AnalysisCode2Name, AnalysisCode2Value

Examples

Customers

Below is an example of a Zynk customer in .csv format.

Id, AccountReference, CompanyName, CreditLimit, Currency, Title, Forename, Surname, Company, Address1, Address2, Address3, Address4, Town, Postcode, County, Country, Telephone, Email, Website, DefaultDelTitle, DefaultDelForename, DefaultDelSurname, DefaultDelCompany, DefaultDelAddress1, DefaultDelAddress2, DefaultDelAddress3, DefaultDelAddress4, DefaultDelTown, DefaultDelPostcode, DefaultDelCounty, DefaultDelCountry, DefaultDelTelephone, DefaultDelEmail, DefaultDelWebsite, TermsAgreed, TaxCode, OverrideTaxCode, VatNumber, NominalCode, CostCentre, Department, Contact1Title, Contact1Forename, Contact1Middlename, Contact1Surname, Contact1Telephone, Contact1Mobile, Contact1Fax, Contact1Email, Contact1Website, Contact2Title, Contact2Forename, Contact2Middlename, Contact2Surname, Contact2Telephone, Contact2Mobile, Contact2Fax, Contact2Email, Contact2Website, DelAddress1Company, DelAddress1Title, DelAddress1Forename, DelAddress1Middlename, DelAddress1Surname, DelAddress1Address1, DelAddress1Address2, DelAddress1Address3, DelAddress4, DelAddress1Town, DelAddress1County, DelAddress1Postcode, DelAddress1Country, DelAddress1Telephone, DelAddress1Fax, DelAddress1Email, DelAddress1VatNumber, DelAddress1TaxCode, DelAddress2Company, DelAddress2Title, DelAddress2Forename, DelAddress2Middlename, DelAddress2Surname, DelAddress2Address1, DelAddress2Address2, DelAddress2Address3, DelAddress4, DelAddress2Town, DelAddress2County, DelAddress2Postcode, DelAddress2Country, DelAddress2Telephone, DelAddress2Fax, DelAddress2Email, DelAddress2VatNumber, DelAddress2TaxCode, AnalysisCode1Name, AnalysisCode1Value, AnalysisCode2Name, AnalysisCode2Value, IsActive
123, ZYNK01, Zynk Software Limited, 1000, GBP, Mr, Joe, Harrison, Zynk Software Limited, Nelson House, Fleming Business Centre, Jesmond, , Newcastle upon-Tyne, NE23AE, Tyne and Wear, GB, 0845 123 2920, [email protected], www.zynk.com, Mr, Adam, Nicholson, Flow Digital Limited, Nelson House, Fleming Business Centre, Jesmond, , Newcastle upon-Tyne, NE23AE, Tyne and Wear, GB, 0845 004 6030, [email protected], www.flow.co.uk, true, 1, false, , 4000, ADM, DEP, Mr, Andrew, , Snape, 0845 123 2920, , 0845 123 2921, [email protected], www.zynk.com, Mr, Chris, , Baker, 0845 123 2920, , 0845 123 2921, [email protected], www.zynk.com, Zynk Software Limited, Mr, Chris, , Hotchkiss, 8 Test Road, Test House, , , Newcastle upon-Tyne, Tyne and Wear, NE2 3AR, GB, 0845 123 2920, 0845 123 2921, [email protected], , 1, Zynk Software Limited, Mr, Adam, , Wardle, 900 Test Road, Test House, , , Newcastle upon-Tyne, Tyne and Wear, NE2 3BC, GB, 0845 123 2920, 0845 123 2921, [email protected], , 1, TestAnalysis1, TestEntry1, TestAnalysis2, TestEntry2, false
456, ZYNK02, Zynk Software Limited, 1000, GBP, Mr, Joe, Harrison, Zynk Software Limited, Nelson House, Fleming Business Centre, Jesmond, , Newcastle upon-Tyne, NE23AE, Tyne and Wear, GB, 0845 123 2920, [email protected], www.zynk.com, Mr, Adam, Nicholson, Flow Digital Limited, Nelson House, Fleming Business Centre, Jesmond, , Newcastle upon-Tyne, NE23AE, Tyne and Wear, GB, 0845 004 6030, [email protected], www.flow.co.uk, true, 1, false, , 4000, ADM, DEP, Mr, Andrew, , Snape, 0845 123 2920, , 0845 123 2921, [email protected], www.zynk.com, Mr, Chris, , Baker, 0845 123 2920, , 0845 123 2921, [email protected], www.zynk.com, Zynk Software Limited, Mr, Chris, , Hotchkiss, 8 Test Road, Test House, , , Newcastle upon-Tyne, Tyne and Wear, NE2 3AR, GB, 0845 123 2920, 0845 123 2921, [email protected], , 1, Zynk Software Limited, Mr, Adam, , Wardle, 900 Test Road, Test House, , , Newcastle upon-Tyne, Tyne and Wear, NE2 3BC, GB, 0845 123 2920, 0845 123 2921, [email protected], , 1, TestAnalysis1, TestEntry1, TestAnalysis2, TestEntry2, false

And this will return the following output

<?xml version="1.0" encoding="utf-8"?>
<Company>
  <Customers>
    <Customer>
      <Id>123</Id>
      <AccountReference>ZYNK01</AccountReference>
      <CompanyName>Zynk Software Limited</CompanyName>
      <CreditLimit>1000</CreditLimit>
      <Currency>GBP</Currency>
      <Company>Zynk Software Limited</Company>
      <DefaultDelCompany>Flow Digital Limited</DefaultDelCompany>
      <TermsAgreed>true</TermsAgreed>
      <TaxCode>1</TaxCode>
      <OverrideTaxCode>false</OverrideTaxCode>
      <VatNumber />
      <NominalCode>4000</NominalCode>
      <CostCentre>ADM</CostCentre>
      <Department>DEP</Department>
      <IsActive>false</IsActive>
      <CustomerInvoiceAddress>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3>Jesmond</Address3>
        <Address4></Address4>
        <Town>Newcastle upon-Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE23AE</Postcode>
        <Country>GB</Country>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Surname>Harrison</Surname>
        <Telephone>0845 123 2920</Telephone>
        <Website>www.zynk.com</Website>
        <Email>[email protected]</Email>
      </CustomerInvoiceAddress>
      <CustomerDeliveryAddress>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3>Jesmond</Address3>
        <Address4></Address4>
        <Town>Newcastle upon-Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE23AE</Postcode>
        <Country>GB</Country>
        <Title>Mr</Title>
        <Forename>Adam</Forename>
        <Surname>Nicholson</Surname>
        <Telephone>0845 004 6030</Telephone>
        <Website>www.flow.co.uk</Website>
        <Email>[email protected]</Email>
      </CustomerDeliveryAddress>
      <DeliveryAddresses>
        <Contact>
          <Title>Zynk Software Limited</Title>
          <Title>Mr</Title>
          <Forename>Chris</Forename>
          <Middlename></Middlename>
          <Surname>Hotchkiss</Surname>
          <Address1>8 Test Road</Address1>
          <Address2>Test House</Address2>
          <Address3></Address3>
          <Town>Newcastle upon-Tyne</Town>
          <County>Tyne and Wear</County>
          <Postcode>NE2 3AR</Postcode>
          <Country>GB</Country>
          <Telephone>0845 123 2920</Telephone>
          <Fax>0845 123 2921</Fax>
          <Email>[email protected]</Email>
          <VatNumber></VatNumber>
          <TaxCode>1</TaxCode>
        </Contact>
        <Contact>
          <Title>Zynk Software Limited</Title>
          <Title>Mr</Title>
          <Forename>Adam</Forename>
          <Middlename></Middlename>
          <Surname>Wardle</Surname>
          <Address1>900 Test Road</Address1>
          <Address2>Test House</Address2>
          <Address3></Address3>
          <Town>Newcastle upon-Tyne</Town>
          <County>Tyne and Wear</County>
          <Postcode>NE2 3BC</Postcode>
          <Country>GB</Country>
          <Telephone>0845 123 2920</Telephone>
          <Fax>0845 123 2921</Fax>
          <Email>[email protected]</Email>
          <VatNumber></VatNumber>
          <TaxCode>1</TaxCode>
        </Contact>
      </DeliveryAddresses>
      <Contacts>
        <Contact>
          <Title>Mr</Title>
          <Forename>Andrew</Forename>
          <Middlename></Middlename>
          <Surname>Snape</Surname>
          <Telephone>0845 123 2920</Telephone>
          <Mobile></Mobile>
          <Fax>0845 123 2921</Fax>
          <Email>[email protected]</Email>
          <Website>www.zynk.com</Website>
        </Contact>
        <Contact>
          <Title>Mr</Title>
          <Forename>Chris</Forename>
          <Middlename></Middlename>
          <Surname>Baker</Surname>
          <Telephone>0845 123 2920</Telephone>
          <Mobile></Mobile>
          <Fax>0845 123 2921</Fax>
          <Email>[email protected]</Email>
          <Website>www.zynk.com</Website>
        </Contact>
      </Contacts>
      <AnalysisCodes>
        <AnalysisCode>
          <Name>TestAnalysis1</Name>
          <Value>TestEntry1</Value>
        </AnalysisCode>
        <AnalysisCode>
          <Name>TestAnalysis2</Name>
          <Value>TestEntry2</Value>
        </AnalysisCode>
      </AnalysisCodes>
    </Customer>
    <Customer>
      <Id>456</Id>
      <AccountReference>ZYNK02</AccountReference>
      <CompanyName>Zynk Software Limited</CompanyName>
      <CreditLimit>1000</CreditLimit>
      <Currency>GBP</Currency>
      <Company>Zynk Software Limited</Company>
      <DefaultDelCompany>Flow Digital Limited</DefaultDelCompany>
      <TermsAgreed>true</TermsAgreed>
      <TaxCode>1</TaxCode>
      <OverrideTaxCode>false</OverrideTaxCode>
      <VatNumber />
      <NominalCode>4000</NominalCode>
      <CostCentre>ADM</CostCentre>
      <Department>DEP</Department>
      <IsActive>false</IsActive>
      <CustomerInvoiceAddress>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3>Jesmond</Address3>
        <Address4></Address4>
        <Town>Newcastle upon-Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE23AE</Postcode>
        <Country>GB</Country>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Surname>Harrison</Surname>
        <Telephone>0845 123 2920</Telephone>
        <Website>www.zynk.com</Website>
        <Email>[email protected]</Email>
      </CustomerInvoiceAddress>
      <CustomerDeliveryAddress>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3>Jesmond</Address3>
        <Address4></Address4>
        <Town>Newcastle upon-Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE23AE</Postcode>
        <Country>GB</Country>
        <Title>Mr</Title>
        <Forename>Adam</Forename>
        <Surname>Nicholson</Surname>
        <Telephone>0845 004 6030</Telephone>
        <Website>www.flow.co.uk</Website>
        <Email>[email protected]</Email>
      </CustomerDeliveryAddress>
      <DeliveryAddresses>
        <Contact>
          <Title>Zynk Software Limited</Title>
          <Title>Mr</Title>
          <Forename>Chris</Forename>
          <Middlename></Middlename>
          <Surname>Hotchkiss</Surname>
          <Address1>8 Test Road</Address1>
          <Address2>Test House</Address2>
          <Address3></Address3>
          <Town>Newcastle upon-Tyne</Town>
          <County>Tyne and Wear</County>
          <Postcode>NE2 3AR</Postcode>
          <Country>GB</Country>
          <Telephone>0845 123 2920</Telephone>
          <Fax>0845 123 2921</Fax>
          <Email>[email protected]</Email>
          <VatNumber></VatNumber>
          <TaxCode>1</TaxCode>
        </Contact>
        <Contact>
          <Title>Zynk Software Limited</Title>
          <Title>Mr</Title>
          <Forename>Adam</Forename>
          <Middlename></Middlename>
          <Surname>Wardle</Surname>
          <Address1>900 Test Road</Address1>
          <Address2>Test House</Address2>
          <Address3></Address3>
          <Town>Newcastle upon-Tyne</Town>
          <County>Tyne and Wear</County>
          <Postcode>NE2 3BC</Postcode>
          <Country>GB</Country>
          <Telephone>0845 123 2920</Telephone>
          <Fax>0845 123 2921</Fax>
          <Email>[email protected]</Email>
          <VatNumber></VatNumber>
          <TaxCode>1</TaxCode>
        </Contact>
      </DeliveryAddresses>
      <Contacts>
        <Contact>
          <Title>Mr</Title>
          <Forename>Andrew</Forename>
          <Middlename></Middlename>
          <Surname>Snape</Surname>
          <Telephone>0845 123 2920</Telephone>
          <Mobile></Mobile>
          <Fax>0845 123 2921</Fax>
          <Email>[email protected]</Email>
          <Website>www.zynk.com</Website>
        </Contact>
        <Contact>
          <Title>Mr</Title>
          <Forename>Chris</Forename>
          <Middlename></Middlename>
          <Surname>Baker</Surname>
          <Telephone>0845 123 2920</Telephone>
          <Mobile></Mobile>
          <Fax>0845 123 2921</Fax>
          <Email>[email protected]</Email>
          <Website>www.zynk.com</Website>
        </Contact>
      </Contacts>
      <AnalysisCodes>
        <AnalysisCode>
          <Name>TestAnalysis1</Name>
          <Value>TestEntry1</Value>
        </AnalysisCode>
        <AnalysisCode>
          <Name>TestAnalysis2</Name>
          <Value>TestEntry2</Value>
        </AnalysisCode>
      </AnalysisCodes>
    </Customer>
  </Customers>
</Company>