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Importing Customers with Web Services

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Web service imports enable a tight integration with other applications by enabling data to be sent directly from one system to another. Customers can be imported individually, if desired, providing real-time integration.

Should you need to integrate large numbers of customers at scheduled times, take a look at the data file example of importing.

Importing data leverages the very same business logic as the X3 UI (User Interface) to provide consistent validation and referential integrity across input methods. This common logic also provides default data. For example, when populating the “Customer Category” in a customer record, the customer’s language, currency, and country are automatically assigned, if not provided.

Data is imported via templates which specify the fields exposed for importing, as well as the data file type, the field and record separators, and the record types used for the source data.

Web Service Import Example

The customer template used to manage the import of basic customer data, addresses, contacts, and bank information is “BPC” (Business Partner - Customer). You’ll find the template and demonstration data in X3’s “SEED” folder.

  • You need a SOAP connection pool in X3, named IMPORT-EXPORT, to use the provided Postman collection. If you need to create one, refer to Creating a SOAP Connection Pool.

  • You also need OAuth2 authentication configured for X3. If it is not, follow the instructions in the SOAP Web Services Guide.

  • Download the Postman collection

  • After importing the collection into your Postman, follow these steps to import customers:

    1. Select the Import Customers request.
    2. Update the URL field to point to your X3 solution.
    3. Under the Authorization tab, click Get New Access Token.
    4. Complete the GET NEW ACCESS TOKEN dialog box using the values from your OAuth2 service, then click Request Token. Refer to Using Google OAuth2 to Make a Web Service Call, for help.
    5. Click Use Token in the MANAGE ACCESS TOKENS dialog box.
    6. Click Send.

To find out more, and take control of more functionality, see the Import/Export Guide.