Customer Account

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PostTrans XML API for Sage 50 - Customer Account

The PostTrans XML API for Sage 50 provides to ability to update, or create Customer details in Sage 50 , from a simple to understand XML file, which can be combined to update account details before importing and Sales Order, Invoice, Credit etc. See Transaction examples.

The following XML file if submitted to import directory or IMAP e-mail account. At the top of the XML file, we can optionally set the Sage 50 Company for the Sage 50 API to import or update Customer details and override settings which can also be set in XML_API_mappings.xml (“View >> Mapping Settings” menu)

Click here for an overview of the XML API for Sage 50

Example - 10 Simple Customer Account update.xml

<?xml version="1.0" ?>
<sage50Data>

   <settings>  <!-- Optional overide settings/mappings -->
      <companyCode>DEMO01</companyCode>
      <mappings>
         mappingReset // Clear all settings 50_XML_API_mappings.xml
         
         CuCreditLimit,onlyOnCreate  //Do not set if account already exisits
         CuTaxCode,onlyOnCreate
         CuCurrency,onlyOnCreate
         cuDateOpened,onlyOnCreate
      </mappings>
   </settings>
   
     <Customer>  
         <CuCode>TEST03</CuCode>
         <CuName>Comtek Accounts</CuName>
         <CuAdd1>Venture House</CuAdd1>
         <CuAdd2>Venture Court</CuAdd2>
         <CuAdd3>Bolness Rd.</CuAdd3>
         <CuAdd4>Wisbech</CuAdd4>
         <CuPostcode>PE13 2QL</CuPostcode>
         
         <CuContactName>Mr Sam Smith</CuContactName>     <!-- Contact can only be updated on creation -->
         <CuPhone>+44 945 463523</CuPhone>
         <Cue-mail1>ss@ss.com</Cue-mail1>
         
         <CuCreditLimit>1000</CuCreditLimit>
         <CuCurrency>1</CuCurrency>   <!-- 1,GBP,2,USD -->

         <CuTaxCode>1</CuTaxCode>  <!-- Sage 50 0=0%,1=Standard Rate, etc.-->
         <CuVATRegNo>612 5749 32</CuVATRegNo>   

         <cuDateOpened>2020-02-20</cuDateOpened>
         <CuTermsAgreed>True</CuTermsAgreed>
         
         <CuSettDays>30</CuSettDays>     <!-- 30 Days payment term -->
         <CuAnal1>Midlands</CuAnal1>
         <CuAnal2>CVR Coverings</CuAnal2>
         <CuAnal3>B</CuAnal3> 
     </Customer>
</sage50Data>

Results in new or updated Sage 50 Customer:

XML API Tags for Sage 50 Entity 'Customer'

Tag Name	Data Type	Description
Important Fields:
CuCode	Text 8	Account Reference
Account Details:
CuName	Text 60	Account Name
CuInactive	Yes/No-	Inactive Flag - yes/No Sage V21 2015 onwards
Registered Address:
CuAdd1	Text 60	Account Address Line 1
CuAdd2	Text 60	Account Address Line 2
CuAdd3	Text 60	Account Address Line 3
CuAdd4	Text 60	Account Address Line 4
CuPostcode^	Text 60	Account Postcode. If Postcode Search is enabled in ‘Setup >> Lookup >> Address Lookup’ then enter Space,Space + Postcode to search for an address. In Cell Searching values in table SimplyPostcode
CuCountryCode^	Text 2	Country Code. In Cell Searching values in table CountryCode
CuVATRegNo	Text 20	VAT Registration Number
Contact Information:
CuContactName	Text 30	Contact Name
CuTradeContact	Text 30	Name of Trade Contact
CuPhone	Text 30	Telephone Number
CuPhone2	Text 30	Second Telephone Number
CuFax	Text 30	Fax Number
CuWWW	Text 255	WWW Address
e-mail Settings:
Cue-mail1	Text 255	EMail Address
Cue-mail2	Text 255	EMail Address 2 Sage V19 2013 onwards
Cue-mail3	Text 255	EMail Address 3 Sage V19 2013 onwards
Cue-mail4	Text 255	e-mail4 Sage V23 2017 onwards
Cue-mail5	Text 255	e-mail5 Sage V23 2017 onwards
Cue-mail6	Text 255	e-mail6 Sage V23 2017 onwards
CuSendInvEmail	Yes/No-	Send Invoices To This Account via Email
CuSendLettersEmail	Yes/No-	Send Letters To This Account via Email
Defaults - Custom Fields:
CuAnal1	Text 30	Analysis 1
CuAnal2	Text 30	Analysis 2
CuAnal3	Text 30	Analysis 3
CuAnal4	Text 30	Anal4 Sage V23 2017 onwards
CuAnal5	Text 30	Anal5 Sage V23 2017 onwards
CuAnal6	Text 30	Anal6 Sage V23 2017 onwards
Defaults - Pricing and Discounting:
CuDiscRate	Double	Discount Rate %
CuDiscType^	Integer	Discount Type In Cell Searching values:Discount Type 0, None 1, Invoice Value 2, Band A 3, Band B 4, Band C 5, Band D 6, Band E
CuPriceList^	Text 8	Price List Reference In Cell Searching values in table PriceListCode
Defaults - Misc Defaults:
CuNomCode^	Text 8	Default Nominal Code In Cell Searching values in table NomCode
CuOverideProductNom	Yes/No-	Override Product Nominal Code in Invoicing
CuTaxCode^	Integer	Default Tax Code In Cell Searching values in table TaxCode
CuOverideProductTax	Yes/No-	Override the products own Tax Code.
CuCurrency^	Integer	Currency In Cell Searching values in table CurrencyCode
CuDepartment^	Text 2	Department Number In Cell Searching values in table DeptCode
Credit Control - Terms:
CuCreditLimit	Currency	Credit Limit
CuSettDays	Integer	Settlement Due Days
CuSettDiscount	Double	Settlement Discount Rate
CuPaymentDueDays	Integer	Payment Due Days
CuAvgPayDays	Integer	Average Time To Pay
CuTermsTxt	Text 30	Terms
CuCreditRef	Text 60	Credit Bureau Reference
CuBureau^	Integer	Credit Bureau Used In Cell Searching values in table BureauCode
CuPriorityCust	Yes/No-	Priority Customer Sage V18 2012 onwards
CuCreditPosition^	Integer	Credit Position In Cell Searching values in table CreditPosition
CuStatus^	Integer	Account Status In Cell Searching values in table StatusCode
Credit Control - Restrictions:
CuApplyCharges	Yes/No-	Can Charge Credit
CuTermsAgreed	Yes/No-	Terms Agreed Flag
CuHoldMail	Yes/No-	Restrict Mail
CuOnHold	Yes/No-	Account On Hold
Credit Control - Credit Review:
cuDateOpened	Date	Date Account Opened
CuLastCreditReview	Date	Date Last Credit Review
CuNextCreditReview	Date	Date Next Credit Review
CuApplicationDate	Date	Date Credit Applied For
CuCreditAppRecived	Date	Date Credit Application Recieved
CuMemo	Memo	Customer Notes
Sales:
CuFirstINV	Date	First Invoice Date
CuLastInvDate	Date	Last Invoice Date
CuLastReceipt	Date	Last Payment Date
CuYTD	Currency	Turnover Year Date
CuLYTD	Currency	Prior YTD
Bank:
CuBankName	Text 60	Bank Name
CuBankAdd1	Text 60	Bank Address Line 1
CuBankAdd2	Text 60	Bank Address Line 2
CuBankAdd3	Text 60	Bank Address Line 3
CuBankAdd4	Text 60	Bank Address Line 4
CuBankPostcode^	Text 60	Bank Address Postcode. If Postcode Search is enabled in ‘Setup >> Lookup >> Address Lookup’ then enter Space,Space + Postcode to search for an address. In Cell Searching values in table SimplyPostcode
CuBankAccName	Text 60	Bank Account Name
CuBankSort	Text 10	Bank Sort Code
CuBankNumber	Text 60	Bank Account Number
Payment Details.:
CuBacRef	Text 60	Reference for BACS Transfer
CuBankIBAN	Text 60	Bank IBAN Number
CuBankSwift	Text 60	Bank BIC/Swift
CuBankRollNo	Text 60	Bank Roll Number
CuBankAddRef1	Text 60	Bank Additional Ref 1
CuBankAddRef2	Text 60	Bank Additional Ref 2
CuBankAddRef3	Text 60	Bank Additional Ref 3
CuPaymentMethod^	Text 2	Payment Type. If BACS then sets CuOnlineReceipts=YES, other wise need to set manually Sage V21 2015 onwards In Cell Searching values:Payment Method 0, None 1, BACS/SEPA 2, Cash 3, Cheque 4, Credit Card 5, DD/SO 6, Other 7, User1 8, User2 9, User3 10, User4 11, User5
CuOnlineReceipts	Yes/No-	BACS Online Receipts Flag. If CuPaymentMethod=BACS set other wise needs setting manuyally
Payment Details:
CuManager	Text 60	Name of Account Manager
CuCompReg	Text 16	CompReg Sage V23 2017 onwards
CuType^	Integer	Account Type In Cell Searching values:Account Type 0, Normal
Building Society:
CuBankBuildSocRef	Text 60	Reference for Building Society Transfer
CuBankUseBuildingSoc	Yes/No-	Account uses Building Society
Credit Card:
CuCreditAppRecieved	Yes/No-	True if Credit Application Received
CuCCNumber	Text 30	Credit Card Number
Charity Donor:
CuDonTitle	Text 4	Charity Donor Title Sage V20 2014 onwards
CuDonForname	Text 35	Charity Donor Forename Sage V20 2014 onwards
CuDonSurname	Text 35	Charity Donor Surname Sage V20 2014 onwards
CuDonFund^	Integer	Charity Donation Fund Number In Cell Searching values in table CharityCode
CuDonGiftAid	Yes/No-	Charity Donor Gift Aid is enabled
CuDonDecFrom	Date	Donor Declaration Valid From
CuDonTyDonor	Yes/No-	Charity Donor Type Donor Flag Sage V18 2012 onwards
CuDonTyMember	Yes/No-	Charity Donor Type Member Flag Sage V18 2012 onwards
CuDonTyCust	Yes/No-	Charity Donor Type Customer Flag Sage V18 2012 onwards
Charity Membership Details:
CuDonMemberSince	Date	Member Since
CuDonReminderDate	Date	Member Renewal Date
CuDonReminderDays	Integer	Member Reminder Date (days)
Other:
CuSalesRep	Text 60	Name of Sales Representative
CuEcCode	Text 3	EC Member Code
CuDUNSno	Text 9	DUNS Number

Req = Field is required EOF = End of file, Stop when no more values

With data type Yes/No fields, if cell starts with 'y' or 'Y' is taken as TRUE

Where ^ denotes a In Cell Code Search, delete ^ at end of tag, to turn off code search

All Text fields are trimmed (spaces before) by default. Add ' to the end of the tag name to stop this.