Reflecta Connector - Customer Update
This process syncs customer data from an XML file from an FTP/SFTP server to App4Sales. It updates customer information, including their addresses and a main contact person.
Data Source Configuration
The connector downloads an XML file named customerdata.xml from the export directory on the configured FTP/SFTP server. The connection details (host, username, password, and encryption method) are configured in the App4Sales administration settings for the connector.
Data Mapping
The connector processes records from the customerdata.xml file. Only records with an AddressSequence of 1 are processed; other addresses are ignored.
App4Sales Field | Source Field (XML) | Logic/Notes |
CustomerCode | CustomerCode | Direct mapping. |
CustomerName | CustAddrName | Direct mapping. |
SP_CompanyEmailAddress | Direct mapping. | |
Discount | CustOrderDiscountPerc | Direct mapping. This is the overall customer discount percentage. |
CustomerManager | CustSalesRepDescr | Direct mapping. |
Addresses
Two address records are created for each customer: one for visiting and one for delivery.
App4Sales Field | Source Field (XML) | Logic/Notes |
AddressType | Hardcoded | Set to 'Visit' for the visiting address and 'Delivery' for the delivery address. |
AddressLine1 (Visit) | CustAddrStreet, CustAddrHouseNr | Concatenated from the street and house number of the customer's main address. |
City (Visit) | CustAddressCity | Direct mapping from the customer's main address city. |
PostCode (Visit) | CustAddrZipCode | Direct mapping from the customer's main address postcode. |
Iso2 / IsoCode (Visit) | CustAddrCountryIsoCode | Direct mapping from the customer's main address country ISO code. |
AddressLine1 (Delivery) | DelAddressStreet, DelAddressHouseNr | Concatenated from the street and house number of the delivery address. |
City (Delivery) | DelAddressCity | Direct mapping from the delivery address city. |
PostCode (Delivery) | DelAddressZipCode | Direct mapping from the delivery address postcode. |
Iso2 / IsoCode (Delivery) | DelAddressCountryIsoCode | Direct mapping from the delivery address country ISO code. |
Contact Persons
A single contact person is created for each customer.
App4Sales Field | Source Field (XML) | Logic/Notes |
SP_ContactEmailAddress | Direct mapping. | |
FullName | SP_ContactName | Direct mapping. |
IsMainContactPerson | Hardcoded | Set to |
Related Settings & Prerequisites
The following settings are required for the customer update to function correctly:
FTP/SFTP Connection details: The connector requires a valid host, username, and password to be configured. The address should start with
ftp://orsftp://.Use TLS/Use SSL: These settings determine the encryption method for the FTP connection.
FTP Active Connection: Determines if the FTP connection is active or passive.
Known Limitations
The connector only processes the first address sequence (
AddressSequence == 1) for each customer. Any additional addresses in the XML file are ignored.