Suppliers
Every day at midnight, new and updated suppliers will be exported from Sage. This data will then be converted into the Yooz master data CSV format. The final file will be uploaded to Yooz using the POST /orgUnits/{orgUnitCode}/importMasterData
API call.
Requirements & Assumptions/Assertions
- A distinct CSV file will be created for each organisation and uploaded to the corresponding organisation in Yooz.
- Separate master data files will be produced for suppliers, nominal codes, and cost centres.
Zynk Process
- Export new or updated suppliers from Sage.
- Convert the supplier data into the Yooz master data CSV format.
- Upload the CSV file to Yooz using the API.
Data Format
- The CSV separator is TAB.
- The CSV row ending is CR LF.
- The CSV requires two header rows:
- Yooz Rising
- SUPPLIER_TAB
- If any string values contain TAB, CR or LF characters, they will be stripped from the data (rather than surrounding the string with quotes).
Scheduling
The default schedule for this solution point is to run daily at midnight.
Field Mappings
Yooz Column | Yooz Column Description | Sage 50 Supplier Field |
---|---|---|
1 | Third party code | Details → A/C |
2 | Third party label | Details → Company Name |
3 | VAT number | Details → VAT Number |
4 | Phone Number | Details → Telephone |
5 | Fax Number | Details → Fax |
6 | Website | Details → Website |
7 | Address | Details → Street 1 |
8 | Address (line 2) | Details → Street 2 |
9 | Zip code | Details → Postcode |
10 | City | Details → Town |
11 | Country | Details → Country (2 char ISO code) |
12 | Contact name | Details → Contact name |
13 | Contact e-mail | Details → Email |
15 | Bank code | Bank → Sort code |
16 | Counter code | N/A, will be left blank |
17 | Bank account number | Bank → Account number |
18 | RIB key / Control Key | N/A, will be left blank |
19 | IBAN | N/A, will be left blank |
20 | Linked GL account | Defaults → Default Nominal Code |
21 | Company registration number | N/A, will be left blank |
22 | SIREN | N/A, will be left blank |
27 | Action | Will be set based on the Inactive checkbox - Not ticked → CREATE (to add/update a supplier), Ticked → DELETE (to deactivate an existing supplier) |