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Suppliers

Every day at midnight, new and updated suppliers will be exported from Xero. This data will then be converted into the Yooz master data CSV format. The finalised 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. These files will be uploaded to the corresponding organisation within Yooz.
  • Individual master data files will be generated for suppliers, nominal codes, and cost centres.

Zynk Process

  • Export new or modified suppliers from Xero.
  • 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 Xero Contact Field
1 Third party code ID
2 Third party label Contact Name
3 VAT number VAT Number
4 Phone Number Phone Number (only the default phone number will be mapped)
5 Fax Number Fax
6 Website Website
7 Address Billing Address → Line 1
8 Address (line 2) Billing Address → Line 2
9 Zip code Billing Address → Zip code
10 City Billing Address → City
11 Country Billing Address → Country
12 Contact name Primary Person → First name
Primary Person → Last name
13 Contact e-mail Primary Person → Email
15 Bank code Financial Details → Sort code
16 Counter code N/A, will be left blank
17 Bank account number Financial Details → 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 Purchase Defaults → Purchase account
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 contact status: Active → CREATE (to add/update a supplier), Archived → DELETE (to deactivate an existing supplier).