Zynk CSV to Zynk Sales Order XML
The sales order CSV works on the basis of one CSV line representing one item line on the sales order, 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 sales order and can be used to prevent duplicate entries into Sage.
For more details about Sage sales order fields, please refer to our Sage 50 UK and Sage 200 documentation
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:
For Sage 200, you can provide name-value pairs of Analysis Codes:
Examples
Below is an example of a Zynk sales order in .csv format:
Id,AccountReference,Sku,Name,Description,QtyOrdered,UnitPrice,UnitDiscountAmount,UnitDiscountPercentage,TaxCode,TaxRate,FalseminalCode,Department,Type,CarriageSku,CarriageUnitPrice,CarriageQtyOrdered,CarriageTaxCode,CarriageTaxRate,CarriageFalseminalCode,Title,Forename,Surname,Company,Address1,Address2,Address3,Town,Postcode,County,Country,Email,ContactName,DelTitle,DelForename,DelSurname,DelCompany,DelAddress1,DelAddress2,DelAddress3,DelTown,DelPostcode,DelCounty,DelCountry,DelEmail,DelContactName,VatInclusive,VatAmendable,SalesOrderDate,AnalysisCode1Name,AnalysisCode1Value,AnalysisCode2Name,AnalysisCode2Value
100001,ABC123,12345,Product A,This is product A,2,10.00,0.00,0.00,1,,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,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,True,False,2022-01-01,StorageType,Warehouse,HasExpiryDate,false
100001,ABC123,1BB56,Product B,This is product B,5,15.67,0.67,0.00,1,,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,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,True,False,2022-01-01,StorageType,Warehouse,HasExpiryDate,false
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,Mrs,Jane,Doe,,Delivery Street 1,Delivery Street 2,Delivery Street 3,Delivery Town,Delivery Postcode,Delivery County,Delivery Country,[email protected],John Doe,True,False,2025-01-01
This will produce the following XML:
<?xml version="1.0" encoding="utf-8"?>
<Company >
<SalesOrders>
<SalesOrder>
<Id>100001</Id>
<AccountReference>ABC123</AccountReference>
<VatInclusive>True</VatInclusive>
<VatAmendable>False</VatAmendable>
<SalesOrderDate>2022-01-01</SalesOrderDate>
<SalesOrderAddress>
<Company>Company A</Company>
<Title>Mr</Title>
<Forename>John</Forename>
<Surname>Doe</Surname>
<Address1>Address 1</Address1>
<Address2>Address 2</Address2>
<Address3>Address 3</Address3>
<Town>Town A</Town>
<County>County A</County>
<Postcode>Postcode A</Postcode>
<Country>Country A</Country>
<ContactName>John Doe</ContactName>
<Email>[email protected]</Email>
</SalesOrderAddress>
<SalesOrderDeliveryAddress>
<Company>Company A</Company>
<Title>Mr</Title>
<Forename>John</Forename>
<Surname>Doe</Surname>
<Address1>Delivery Address 1</Address1>
<Address2>Delivery Address 2</Address2>
<Address3>Delivery Address 3</Address3>
<Town>Delivery Town</Town>
<County>Delivery County</County>
<Postcode>Delivery Postcode</Postcode>
<Country>Delivery Country</Country>
<ContactName>John Doe</ContactName>
<Email>[email protected]</Email>
</SalesOrderDeliveryAddress>
<SalesOrderItems>
<Item>
<Sku>12345</Sku>
<Type>Stock</Type>
<Name>Product A</Name>
<Description>This is product A</Description>
<QtyOrdered>2</QtyOrdered>
<UnitPrice>10.00</UnitPrice>
<UnitDiscountPercentage>0.00</UnitDiscountPercentage>
<UnitDiscountAmount>0.00</UnitDiscountAmount>
<FalseminalCode>4000</FalseminalCode>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<Department>1</Department>
</Item>
<Item>
<Sku>1BB56</Sku>
<Type>Stock</Type>
<Name>Product B</Name>
<Description>This is product B</Description>
<QtyOrdered>5</QtyOrdered>
<UnitPrice>15.67</UnitPrice>
<UnitDiscountPercentage>0.00</UnitDiscountPercentage>
<UnitDiscountAmount>0.67</UnitDiscountAmount>
<FalseminalCode>4000</FalseminalCode>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<Department>1</Department>
</Item>
</SalesOrderItems>
<Carriage>
<Sku>CSku1</Sku>
<UnitPrice>5.00</UnitPrice>
<QtyOrdered>1</QtyOrdered>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<FalseminalCode>4500</FalseminalCode>
</Carriage>
<AnalysisCodes>
<AnalysisCode>
<Name>StorageType</Name>
<Value>Warehouse</Value>
</AnalysisCode>
<AnalysisCode>
<Name>HasExpiryDate</Name>
<Value>false</Value>
</AnalysisCode>
</AnalysisCodes>
</SalesOrder>
<SalesOrder>
<Id>100002</Id>
<AccountReference>DOE001</AccountReference>
<VatInclusive>True</VatInclusive>
<VatAmendable>False</VatAmendable>
<SalesOrderDate>2025-01-01</SalesOrderDate>
<SalesOrderAddress>
<Company></Company>
<Title>Mrs</Title>
<Forename>Jane</Forename>
<Surname>Doe</Surname>
<Address1>Street 1</Address1>
<Address2>Street 2</Address2>
<Address3>Street 3</Address3>
<Town>Town B</Town>
<County>County B</County>
<Postcode>Postcode B</Postcode>
<Country>Country B</Country>
<ContactName>Jane Doe</ContactName>
<Email>[email protected]</Email>
</SalesOrderAddress>
<SalesOrderDeliveryAddress>
<Company></Company>
<Title>Mrs</Title>
<Forename>Jane</Forename>
<Surname>Doe</Surname>
<Address1>Delivery Street 1</Address1>
<Address2>Delivery Street 2</Address2>
<Address3>Delivery Street 3</Address3>
<Town>Delivery Town</Town>
<County>Delivery County</County>
<Postcode>Delivery Postcode</Postcode>
<Country>Delivery Country</Country>
<ContactName>John Doe</ContactName>
<Email>[email protected]</Email>
</SalesOrderDeliveryAddress>
<SalesOrderItems>
<Item>
<Sku>10013B</Sku>
<Type>Stock</Type>
<Name>Sample Product</Name>
<Description>This is a smaple product</Description>
<QtyOrdered>1</QtyOrdered>
<UnitPrice>1.00</UnitPrice>
<UnitDiscountPercentage>0.00</UnitDiscountPercentage>
<UnitDiscountAmount>0.00</UnitDiscountAmount>
<FalseminalCode>4000</FalseminalCode>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<Department>1</Department>
</Item>
</SalesOrderItems>
<Carriage>
<Sku>CSku1</Sku>
<UnitPrice>5.00</UnitPrice>
<QtyOrdered>1</QtyOrdered>
<TaxCode>1</TaxCode>
<TaxRate></TaxRate>
<FalseminalCode>4500</FalseminalCode>
</Carriage>
<AnalysisCodes />
</SalesOrder>
</SalesOrders>
</Company>