Klanten Import

Korte omschrijving

Deze interface beschrijft welke klantinformatie vanuit het ERP systeem naar Vendisto wordt getransporteerd.

Klantinformatie omvat:

• Shop Specifiek debiteurnummer

• N.a.w. gegevens factuuradres

• Naam1

• Naam2 (Bijv. t.a.v.)

• Adres

• Postcode

• Plaats

• Land

• N.a.w. gegevens standaard verzendadres

• Naam1

• Naam2 (Bijv. t.a.v.)

• Adres

• Postcode

• Plaats

• Land

• Extra aanduiding (Bijv. Havennummer, afslagnummer, etc.)

• Afleverinstructie (Bijv. “Achter de keet in kist achterlaten…”)

• Naam contactpersoon

• E-mailadres contactpersoon

• Betaalmethode (op rekening, contant, etc.)

Aanleverwijze

Update Frequentie: Batch minimaal 1x per dag Incrementeel of complete set: Incrementeel Bestandtype: Zipped XML

Bestandsbenaming: [SHOPNAME]_customers_[INDEXNUMBER].xml Transport: over FTPS, FTPS Vendisto server wordt gehost door INTEGRACE, bestand wordt door ERP partij neergezet op FTPS server.

Structuur Customer XML

This XML structure can be used for batch import of Customer data. All optional elements can be omitted from the import. Omitted elements that represent customer information will not update existing information. E.G. if <FirstName> is not present in the XML but is in the database, the field will not be updated. If <FirstName /> is present as an empty XML element, the FirstName in the database will be made empty. If <CustomerAddresses> is not present, the CustomerAddresses will not be updated. If <CustomerAddresses /> is present as empty XML element, all existing customer’s addresses will be removed from the database.

The ImportSettings element can be used to set the default behavior of import. Setting the importsettings is not required (yet).

<?xml version="1.0" encoding="utf-8"?>
<Import>
    <ImportSettings>
        <Importer></Importer>
        <Version></Version>
        <PartialImport></PartialImport>
        <PartialUserImport></PartialUserImport>
        <Validation></Validation>
    </ImportSettings>
    <Customers>
        <Customer>
            <DebtorNumber></DebtorNumber>
            <Company></Company>
            <CompanyVatNumber></CompanyVatNumber>
            <Gln></Gln>
            <Gender></Gender>
            <FirstName></FirstName>
            <MiddleName></MiddleName>
            <LastName></LastName>
            <Email></Email>
            <PhoneNumber></PhoneNumber>
            <MobilePhoneNumber></MobilePhoneNumber>
            <DefaultReference></DefaultReference>
            <DateOfBirth></DateOfBirth>
            <Iban></Iban>
            <BuyOnCredit></BuyOnCredit>
            <PriceGroup></PriceGroup>
            <State></State>
            <PreferredBranche></PreferredBranche>
            <Authorization>
                <Profile></Profile>
                <Profile></Profile>
            </Authorization>
            <CustomerAddresses>
                <CustomerAddress>
                    <AddressType></AddressType>
                    <Company></Company>
                    <Gender></Gender>
                    <FirstName></FirstName>
                    <MiddleName></MiddleName>
                    <LastName></LastName>
                    <StreetAddress1></StreetAddress1>
                    <StreetAddress2></StreetAddress2>
                    <PostalCode></PostalCode>
                    <City></City>
                    <Country></Country>
                    <IsDefaultAddress></IsDefaultAddress>
                </CustomerAddress>
            </CustomerAddresses>
            <Users>
                <User>
                    <Username></Username>
                    <Email></Email>
                    <PreferredLanguage></PreferredLanguage>
                    <BuyOnCredit></BuyOnCredit>
                    <State></State>
                    <Authorization>
                        <Profile></Profile>
                        <Profile></Profile>
                    </Authorization>
                </User>
            </Users>
        </Customer>
    </Customers>
</Import >

Velden customer XML

Import element:

Name	Description	Type	Required/Optional
ImportSettings	Container element for importsettings	Element	Optional
Customers	Container element for Customer data	Element	Required

ImportSettings element:

Name	Description	Type	Required/Optional
Importer	Name of the importer. Should be CustomerData.	Text, default CustomerData	Optional
Version	Version of the import xml. To be used for backward compatibility issues.	Text, default 2.0	Optional
PartialImport	Defines if import is full or partial import.	Boolean, default Y	Optional
PartialUserImport	Can be used for incremental update of users.	Boolean, default N	Optional
Validation	Defines the validation type. Strict validation requires FirstName and LastName fields of Customer Address. Loose validation doesn’t.	Validation, default Loose	Optional

Customer element:

Name	Description	Type	Required/Optional
DebtorNumber	Debtor number	Text	Required if Vendisto setting ‘Customer identification type’ is set to ‘Debtor number’, else Optional.
Company	Name of the company	Text	Optional
CompanyVatNumber	Vat number	Text	Optional
Gln	Global location number	GLN	Optional
Gender	Gender of the customer contact person	Gender	Optional
FirstName	of the contact person	Text	Optional
MiddleName	of the contact person	Text	Optional
LastName	of the contact person	Text	Optional
Email	of the contact person	Text, must be a valid email address	Required
PhoneNumber	of the contact person	Text	Optional
MobilePhoneNumber	of the contact person	Text	Optional
DateOfBirth	of the contact person	Date	Optional
DefaultReference	Depricated	Text	Optional
Iban	For future use	Text	Optional
BuyOnCredit	Enables the BuyOnCredit payment method, if this is available in the shop	Boolean, default N	Optional
PriceGroup	For future use	PriceGroup	Optional
State	State of the customer: Active or Blocked	CustomerState, default Active	Optional
PreferredBranche	Preferred branche of the customer	text	Optional
Authorization	Container for list of Profiles	Authorization element	Optional
CustomerAddresses	List of addresses of the customer (Invoice or Delivery)	CustomerAddress elements	Optional
Users	List of users for the customer	User elements	Optional

Authorization element:

Name	Description	Type	Required/Optional
Profile	Code of authorization profile	Char[3]	Optional

CustomerAddress element:

Name	Description	Type	Required/Optional
Type	Defines the type of the address: Invoice or Delivery	AddressType	Required
CompanyName	Name of the company	Text	Optional
Gender	Gender of the customer address contact person	Gender, default Undefined	Optional
FirstName	of the address contact person	Text	Required if Validation is Strict
MiddleName	of the address contact person	Text	Optional
LastName	of the address contact person	Text	Required if Validation is Strict
StreetAddress1	of the address contact person	Text	Required
StreetAddress2	of the address contact person	Text	Optional
PostalCode	of the address contact person	Text	Required
City	of the address contact person	Text	Required
Country	of the address contact person	Text	Required
IsDefaultAddress	In case of multiple addresses of the given Type this property indicates the default	Boolean, default N	Optional

User element:

Name	Description	Type	Required/Optional
Username	User’s username	Text	Required
Email	User’s email address	Text, must be a valid email address	Optional
PreferredLanguage	Indicates preferred language on website	LCID	Optional
BuyOnCredit	Enables the BuyOnCredit payment method, if this is available in the shop	Boolean, overrides customer’s BuyOnCredit setting	Optional
State	State of the user: Inactive, Active or Blocked	UserState, default Active	Optional
Authorization	Container for list of Profiles, overrides customer authorization profiles	Authorization element	Optional

Types:

Type	Values
AddressType	Invoicing, Delivery
Boolean	Y, N
Date	yyyy-MM-dd
CustomerIdentification	DebtorNumber, Email
CustomerState	Active, Blocked
Gender	Undefined, Male, Female
GLN	Must be a valid GLN number
LCID	Windows decimal LCID
PriceGroup	Name of in Vendisto existing PriceGroup
UserState	Inactive, Active, Blocked
Validation	Strict, Loose

Structuur Customer XML (Legacy)

De informatie in deze sectie beschrijft het legacy formaat voor de Customer XML import. Dit formaat wordt nog ondersteund maar zal worden uitgefaseerd. Nieuwe implementaties dienen hier geen gebruik meer van te maken.

<?xml version="1.0" encoding="utf-8"?>
<customers>
        <customer>
                <accountNumber></accountNumber>
                <defaultBillingAddress>
                        <name1></name1>
                        <name2></name2>
                        <address1></address1>
                        <address2></address2>
                        <postalCode></postalCode>
                        <city></city>
                        <country></country>
                </defaultBillingAddress>
                <defaultShipmentAddress>
                        <name1></name1>
                        <name2></name2>
                        <address1></address1>
                        <address2></address2>
                        <postalCode></postalCode>
                        <city></city>
                        <country></country>
                        <transportInstructionText></transportInstructionText>
                </defaultShipmentAddress>
                <projects>
                        <project>
                                <projectAccountNumber></projectAccountNumber>
                                <name></name>
                                <description></description>
                                <defaultShipmentAddress>
                                        <name1></name1>
                                        <name2></name2>
                                        <address1></address1>
                                        <address2></address2>
                                        <postalCode></postalCode>
                                        <city></city>
                                        <country></country>
                                        <transportInstructionText></transportInstructionText>
                                </defaultShipmentAddress>
                        </project>
                </projects>
                <ContactName></ContactName>
                <ContactEmailAddress></ContactEmailAddress>
                <CompanyVatNumber></CompanyVatNumber>
                <FirstName></FirstName>
                <MiddleName></MiddleName >
                <LastName></LastName >
                <GLN></GLN>
                <priceListNumber></priceListNumber>
                <paymentOnAccountAllowed></paymentOnAccountAllowed>
                <showPrices></showPrices>
                <showStock></showStock>
        </customer>
</customers>

Velden customer XML (Legacy)

Name	Description	Type	Required / Optional
accountNumber	The identifier of a customer.	Text	Required
defaultBillingAddress / name1	Name of the billing address (department).	Text	Required
defaultBillingAddress / name2	A second name row of the billing address (attn)	Text	Optional
defaultBillingAddress / address1	Street and house number of the billing address	Text	Required
defaultBillingAddress / address2	An extra address row for the billing address	Text	Optional
defaultBillingAddress / postalcode	The postal code of the billing address	Text	Required
defaultBillingAddress /city	The city of the billing address	Text	Required
defaultBillingAddress /country	The country of the billing address	Text	Required
defaultShippingAddress / name1	Name of the shipping address (department).	Text	Required
defaultShippingAddress / name2	A second name row of the shipping address (attn)	Text	Optional
defaultShippingAddress / address1	Street and house number of the shipping address	Text	Required
defaultShippingAddress / address2	An extra address row for the shipping address	Text	Optional
defaultShippingAddress / postalcode	The postal code of the shipping address	Text	Required
defaultShippingAddress /city	The city of the Shipping address	Text	Required
defaultShippingAddress /country	The country of the Shipping address	Text	Required
defaultShippingAddress /transportInstructionText	Transport and delivery instruction for the shipping address	Text	Optional
project / projectAccountNumber	The identifier of a project	Text	Required
project / name	The name of the project	Text	Required
project / description	A description of the project	Text	Optional
project / defaultShippingAddress / name1	Name of the shipping address (department).	Text	Required
project / defaultShippingAddress / name2	A second name row of the shipping address (attn)	Text	Optional
project / defaultShippingAddress / address1	Street and house number of the shipping address	Text	Required
project / defaultShippingAddress / address2	An extra address row for the shipping address	Text	Optional
project / defaultShippingAddress / postalcode	The postal code of the shipping address	Text	Required
project / defaultShippingAddress /city	The city of the Shipping address	Text	Required
project / defaultShippingAddress /country	The country of the Shipping address	Text	Required
project /defaultShippingAddress /transportInstructionText	Transport and delivery instruction for the shipping address	Text	Optional
ContactName	The name of the contact. Can be replaced by FirstName, MiddleName and LastName	Text	Optional
ContactEmailAddress	The contacts emailaddress	Text	Required
FirstName	First name of the contact person	Text	Optional
MiddleName	Middle name of the contact person	Text	Optional
LastName	Last name of the contact person	Text	Optional
CompanyVatNumber	Vat number	Text	Optional
GLN	Global location number	GLN	Optional
priceListNumber	The pricelist reference	Text	Required
paymentOnAccountAllowed	Is the customer allowed to pay on account? (yes = true, no = false)	Boolean	Required
showPrices	Can the customer see price information? (yes = true, no = false)	Boolean	Required
showStock	Can the customer see stock information? (yes = true, no = false)	Boolean	Required

Types:

Name	Values
Boolean	yes, no
GLN	Must be a valid GLN number