Zynk CSV to Zynk Invoice XML
This is option is only available for Sage 50 UK.
The Invoice CSV works on the basis of one CSV line representing one item line on the invoice, but it is expected that each line will contain all relevant data. Lines will be grouped by the Id value, where the Id value is unique to the invoice and can be used to prevent duplicate entries into Sage.
For more details about Sage 50 Invoice fields, please refer to our Sage 50 UK documentation
Examples
Below is an example of a Zynk invoice in .csv format:
Id,AccountReference,Sku,Name,Description,SecondReference,QtyOrdered,UnitPrice,UnitDiscountAmount,UnitDiscountPercentage,Reference,TaxCode,TaxRate,NominalCode,Department,Type,CarriageSku,CarriageUnitPrice,CarriageQtyOrdered,CarriageTaxCode,CarriageTaxRate,CarriageNominalCode,Title,Forename,Surname,Company,Address1,Address2,Address3,Town,Postcode,County,Country,Email,ContactName,Notes,DelTitle,DelForename,DelSurname,DelCompany,DelAddress1,DelAddress2,DelAddress3,DelTown,DelPostcode,DelCounty,DelCountry,DelEmail,DelContactName,DelNotes,VatInclusive,VatAmendable,InvoiceDate
100001,ABC123,12345,Product A,This is product A,Ref123,2,10.00,0.00,0.00,Ref123,1,,4000,1,Stock,CSku1,5.00,1,1,,4500,Mr,John,Doe,Company A,Address 1,Address 2,Address 3,Town A,Postcode A,County A,Country A,[email protected],John Doe,Note A,Mr,John,Doe,Company A,Delivery Address 1,Delivery Address 2,Delivery Address 3,Delivery Town,Delivery Postcode,Delivery County,Delivery Country,[email protected],John Doe,Delivery Note,Yes,No,2022-01-01
100001,ABC123,1BB56,Product B,This is product B,A Reference,5,15.67,0.67,0.00,Ref345,1,,4000,1,Stock,CSku1,5.00,1,1,,4500,Mr,John,Doe,Company A,Address 1,Address 2,Address 3,Town A,Postcode A,County A,Country A,[email protected],John Doe,Note A,Mr,John,Doe,Company A,Delivery Address 1,Delivery Address 2,Delivery Address 3,Delivery Town,Delivery Postcode,Delivery County,Delivery Country,[email protected],John Doe,Delivery Note,Yes,No,2022-01-01
100002,DOE001,10013B,Sample Product,This is a smaple product,,1,1.00,0.00,0.00,,1,,4000,1,Stock,CSku1,5.00,1,1,,4500,Mrs,Jane,Doe,,Street 1,Street 2,Street 3,Town B,Postcode B,County B,Country B,[email protected],Jane Doe,Note B,Mrs,Jane,Doe,,Delivery Street 1,Delivery Street 2,Delivery Street 3,Delivery Town,Delivery Postcode,Delivery County,Delivery Country,[email protected],John Doe,Delivery Note,Yes,No,2025-01-01
This will produce the following XML:
<<?xml version="1.0" encoding="utf-8"?>
<Company>
<Invoices>
<Invoice>
<Id>100001</Id>
<AccountReference>ABC123</AccountReference>
<VatInclusive>Yes</VatInclusive>
<VatAmendable>No</VatAmendable>
<InvoiceDate>2022-01-01</InvoiceDate>
<InvoiceAddress>
<Title>Mr</Title>
<Forename>John</Forename>
<Surname>Doe</Surname>
<Company>Company A</Company>
<Address1>Address 1</Address1>
<Address2>Address 2</Address2>
<Address3>Address 3</Address3>
<Town>Town A</Town>
<Postcode>Postcode A</Postcode>
<County>County A</County>
<Country>Country A</Country>
<Email>[email protected]</Email>
<ContactName>John Doe</ContactName>
<Notes>Note A</Notes>
</InvoiceAddress>
<InvoiceDeliveryAddress>
<Title>Mr</Title>
<Forename>John</Forename>
<Surname>Doe</Surname>
<Company>Company A</Company>
<Address1>Delivery Address 1</Address1>
<Address2>Delivery Address 2</Address2>
<Address3>Delivery Address 3</Address3>
<Town>Delivery Town</Town>
<Postcode>Delivery Postcode</Postcode>
<County>Delivery County</County>
<Country>Delivery Country</Country>
<Email>[email protected]</Email>
<ContactName>John Doe</ContactName>
<Notes>Delivery Note</Notes>
</InvoiceDeliveryAddress>
<InvoiceItems>
<Item>
<Sku>12345</Sku>
<Name>Product A</Name>
<Description>This is product A</Description>
<SecondReference>Ref123</SecondReference>
<QtyOrdered>2</QtyOrdered>
<UnitPrice>10.00</UnitPrice>
<UnitDiscountAmount>0.00</UnitDiscountAmount>
<UnitDiscountPercentage>0.00</UnitDiscountPercentage>
<Reference>Ref123</Reference>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<NominalCode>4000</NominalCode>
<Department>1</Department>
<Type>Stock</Type>
</Item>
<Item>
<Sku>1BB56</Sku>
<Name>Product B</Name>
<Description>This is product B</Description>
<SecondReference>A Reference</SecondReference>
<QtyOrdered>5</QtyOrdered>
<UnitPrice>15.67</UnitPrice>
<UnitDiscountAmount>0.67</UnitDiscountAmount>
<UnitDiscountPercentage>0.00</UnitDiscountPercentage>
<Reference>Ref345</Reference>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<NominalCode>4000</NominalCode>
<Department>1</Department>
<Type>Stock</Type>
</Item>
</InvoiceItems>
<Carriage>
<Sku>CSku1</Sku>
<UnitPrice>5.00</UnitPrice>
<QtyOrdered>1</QtyOrdered>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<NominalCode>4500</NominalCode>
</Carriage>
</Invoice>
<Invoice>
<Id>100002</Id>
<AccountReference>DOE001</AccountReference>
<VatInclusive>Yes</VatInclusive>
<VatAmendable>No</VatAmendable>
<InvoiceDate>2025-01-01</InvoiceDate>
<InvoiceAddress>
<Title>Mrs</Title>
<Forename>Jane</Forename>
<Surname>Doe</Surname>
<Company></Company>
<Address1>Street 1</Address1>
<Address2>Street 2</Address2>
<Address3>Street 3</Address3>
<Town>Town B</Town>
<Postcode>Postcode B</Postcode>
<County>County B</County>
<Country>Country B</Country>
<Email>[email protected]</Email>
<ContactName>Jane Doe</ContactName>
<Notes>Note B</Notes>
</InvoiceAddress>
<InvoiceDeliveryAddress>
<Title>Mrs</Title>
<Forename>Jane</Forename>
<Surname>Doe</Surname>
<Company></Company>
<Address1>Delivery Street 1</Address1>
<Address2>Delivery Street 2</Address2>
<Address3>Delivery Street 3</Address3>
<Town>Delivery Town</Town>
<Postcode>Delivery Postcode</Postcode>
<County>Delivery County</County>
<Country>Delivery Country</Country>
<Email>[email protected]</Email>
<ContactName>John Doe</ContactName>
<Notes>Delivery Note</Notes>
</InvoiceDeliveryAddress>
<InvoiceItems>
<Item>
<Sku>10013B</Sku>
<Name>Sample Product</Name>
<Description>This is a smaple product</Description>
<SecondReference></SecondReference>
<QtyOrdered>1</QtyOrdered>
<UnitPrice>1.00</UnitPrice>
<UnitDiscountAmount>0.00</UnitDiscountAmount>
<UnitDiscountPercentage>0.00</UnitDiscountPercentage>
<Reference></Reference>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<NominalCode>4000</NominalCode>
<Department>1</Department>
<Type>Stock</Type>
</Item>
</InvoiceItems>
<Carriage>
<Sku>CSku1</Sku>
<UnitPrice>5.00</UnitPrice>
<QtyOrdered>1</QtyOrdered>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<NominalCode>4500</NominalCode>
</Carriage>
</Invoice>
</Invoices>
</Company>