XML data format

XML data format can be specified using the following SDK methods:

Method Description
request_format_xml Convert request body to XML format
response_format_xml Expect response body in XML format
format_xml Convert request and expect response body in XML format

Forming XML payload in request

Since custom adapter actions receive data in the form of ruby hashes, you will have to convert these hashes into an XML by chaining one of the formatting methods to the end of the request. This example explores making requests to Intacct web services with XML data format.

According to the Intacct documentation, all requests should be made to the same endpoint as a POST request: https://api.intacct.com/ia/xml/xmlgw.phtml

Authentication and payload are expected in the XML payload. Example:

<request>
  <control>
    <senderid>SENDER_ID</senderid>
    <password>PASSWORD</password>
    <controlid>testControlId</controlid>
    <uniqueid>false</uniqueid>
    <dtdversion>3.0</dtdversion>
  </control>
  <operation>
    <authentication>
      <login>
        <userid>USER_ID</userid>
        <companyid>COMPANY_ID</companyid>
        <password>PASSWORD</password>
      </login>
    </authentication>
    <content>
      <function controlid="testControlId">
        <inspect>
          <object>USERINFO</object>
        </inspect>
      </function>
    </content>
  </operation>
</request>

Here is a sample action to retrieve GL Account information, Get GL account.

get_GL_account: {
  input_fields: lambda do
    [
      {
        name: "key",
        label: "Record ID",
        optional: false
      }
    ]
  end,

  execute: lambda do |connection, input|
    response = post("https://api.intacct.com/ia/xml/xmlgw.phtml").payload(
                    "control": [
                      {
                        "senderid": [{ "content!": connection["sender_id"] }],
                        "password": [{ "content!": connection["sender_password"] }],
                        "controlid": [{ "content!": "testControlId" }],
                        "uniqueid": [{ "content!": false }],
                        "dtdversion": [{ "content!": 3.0 }]
                      }
                    ],
                    "operation": [
                      {
                        "authentication": [
                          {
                            "login": [
                              {
                                "userid": [{ "content!": connection["login_username"] }],
                                "companyid": [{ "content!": connection["company_id"] }],
                                "password": [{ "content!": connection["login_password"] }]
                              }
                            ]
                          }
                        ]
                        "content": [
                          {
                            "function": [
                              {
                                "@controlid": "testControlId",
                                "get_list": [
                                  {
                                  "@object": "glaccount",
                                  "@maxitems": "1"
                                  }
                                ]
                              }
                            ]
                          }
                        ]
                      }
                    ]).
                    headers("Content-type": "x-intacct-xml-request").
                    format_xml("request").
                    dig("response", 0,
                        "operation", 0,
                        "result", 0,
                        "data", 0,
                        "glaccount", 0) || {}

    response.inject({}) do |hash (key, value)|
      hash.merge(
        {
          key => value.dig(0, "content!")
        })
    end
  end,

  output_fields: lambda do |object_definitions|
    object_definitions["budget"]
  end
}

That is a handful! Let's break it down. Firstly, we define a POST to request to the appropriate endpoint:

post("https://api.intacct.com/ia/xml/xmlgw.phtml")

Next, we add a payload to the request in the form of a hash first:

.payload("control": [
         {
           "senderid": [{ "content!": connection["sender_id"] }],
           "password": [{ "content!": connection["sender_password"] }],
           "controlid": [{ "content!": "testControlId" }],
           "uniqueid": [{ "content!": false }],
           "dtdversion": [{ "content!": 3.0 }]
         }
       ],
       "operation": [
         {
           "authentication": [
             {
               "login": [
                 {
                   "userid": [{ "content!": connection["login_username"] }],
                   "companyid": [{ "content!": connection["company_id"] }],
                   "password": [{ "content!": connection["login_password"] }]
                 }
               ]
             }
           ],
           "content": [
             {
               "function": [
                 {
                   "@controlid": "testControlId",
                   "get_list": [
                     {
                       "@object": "glaccount",
                       "@maxitems": "1"
                     }
                   ]
                 }
               ]
             }
           ]
         }
       ])

Elements are represented by arrays of hashes, since XML elements can repeat without any extra notation. Element data is defined using the content! key and attributes using @ prefix (example: @object and @maxitems).

The resultant XML body looks like this:

<control>
  <senderid>SENDER_ID</senderid>
  <password>PASSWORD</password>
  <controlid>testControlId</controlid>
  <uniqueid>false</uniqueid>
  <dtdversion>3.0</dtdversion>
</control>
<operation>
  <authentication>
    <login>
      <userid>USER_ID</userid>
      <companyid>COMPANY_ID</companyid>
      <password>PASSWORD</password>
    </login>
  </authentication>
  <content>
    <function controlid="testControlId">
      <get_list object="glaccount" maxitems="1"/>
    </function>
  </content>
</operation>

Defining value for an XML element is done using the content! key. For example, to assign password to the <senderid> element, the hash looks like this:

{
  "senderid": [{ "content!": connection["sender_id"] }]
}

Next, how do we form a complex XML element? First, let's form an XML element that has a single occurrence (object type). For example, the <control> element in the request body is a complex element type with a number of elements nested within. The resultant partial XML should look like this:

<control>
  <senderid>SENDER_ID</senderid>
  <password>PASSWORD</password>
  <controlid>testControlId</controlid>
  <uniqueid>false</uniqueid>
  <dtdversion>3.0</dtdversion>
</control>

To form this, the equivalent hash should not have content! defined immediately in the control hash. Instead, defind an array of a single hash that contains nested keys, one for each element that belongs in the <control> element.

"control": [
  {
    "senderid": [{ "content!": connection["sender_id"] }],
    "password": [{ "content!": connection["sender_password"] }],
    "controlid": [{ "content!": "testControlId" }],
    "uniqueid": [{ "content!": false }],
    "dtdversion": [{ "content!": 3.0 }]
  }
]

Notice that all elements immediately under the <control> element are primitive types. Each of these elements contain only a value and optionally, attributes.

Now, we know how to define values for primitive XML elements. What about XML attributes? Let's look at the <content> element in the XML body to see how it's done.

<content>
  <function controlid="testControlId">
    <get_list object="glaccount" maxitems="1"/>
  </function>
</content>

This XML element has attributes defined in 2 elements. First, in a complex element <function> as well as a primitive element <get_list>. To form this XML, the equivalent hash structure looks like this:

"content": [
  {
    "function": [
      {
        "@controlid": "testControlId",
        "get_list": [
          {
            "@object": "glaccount",
            "@maxitems": "1"
          }
        ]
      }
    ]
  }
]

Attributes and nested elements in a complex XML element are defined with the same hierarchy, but with the @ prefix to indicate an attribute. ("get_list" key for <get_list> element and "@controlid" key for controlid attribute)

Similarly, element value and attributes in a primitive XML element are defined with the same hierarchy. ("content!" key for value of <get_list> element and "@object" key for object attribute) In this example, the <get_list> element is not assigned a value. If we were to assign one, the equivalent hash will look like this:

"content": [
  {
    "function": [
      {
        "@controlid": "testControlId",
        "get_list": [
          {
            "@object": "glaccount",
            "@maxitems": "1",
            "content!": input["key"]
          }
        ]
      }
    ]
  }
]

Which will be converted into this XML:

<content>
  <function controlid="testControlId">
    <get_list object="glaccount" maxitems="1">KEY_VALUE<get_list>
  </function>
</content>

Next, we add the necessary headers with the headers shorthand method:

.headers("Content-type": "x-intacct-xml-request")

Finally, we use the format_xml method (since we require both request and response in XML) and pass it the root element name as an argument, <request>)

.format_xml("request")

Handling XML from response

Now, the response from the same request will be in this form:

<response>
  <control>
    <status>success</status>
    <senderid>SENDER_ID</senderid>
    <controlid>testControlId</controlid>
    <uniqueid>false</uniqueid>
    <dtdversion>3.0</dtdversion>
  </control>
  <operation>
    <authentication>
      <status>success</status>
      <userid>USER_ID</userid>
      <companyid>COMPANY_ID</companyid>
      <sessiontimestamp>2017-03-26T05:24:25-07:00</sessiontimestamp>
    </authentication>
    <result>
      <status>success</status>
      <function>get_list</function>
      <controlid>testControlId</controlid>
      <listtype start="0" end="0" total="107">glaccount</listtype>
      <data>
        <glaccount>
          <recordno>1</recordno>
          <glaccountno>1000</glaccountno>
          <title>Chase Operating Account</title>
          <normalbalance>debit</normalbalance>
          <accounttype>balancesheet</accounttype>
          <closingtype>closed to account</closingtype>
          <closingaccountno/>
          <whenmodified>06/03/2016 20:19:30</whenmodified>
          <status>active</status>
          <requiredept>false</requiredept>
          <requireloc>false</requireloc>
          <taxable>false</taxable>
          <taxcode/>
          <mrccode/>
          <alternativeaccount>None</alternativeaccount>
          <requireproject>false</requireproject>
          <requirecustomer>false</requirecustomer>
          <requirevendor>false</requirevendor>
          <requireemployee>false</requireemployee>
          <requireitem>false</requireitem>
        </glaccount>
      </data>
    </result>
  </operation>
</response>

Because format_xml was called in the request, Workato SDK returns an equivalent hash. Similar to request:

  • elements are represented by arrays of hashes, since XML elements can repeat without any extra notation
  • elements attributes has @ prefixed with the same heirarchy as nested elements and element values
  • element values are passed as values of the "content!" key
    {
    "response"=>[
      {
        "control"=>[
          {
            "status"=>[{ "content!"=>"success" }],
            "senderid"=>[{ "content!"=>"SENDER_ID" }],
            "controlid"=>[{ "content!"=>"testControlId" }],
            "uniqueid"=>[{ "content!"=>"false" }],
            "dtdversion"=>[{ "content!"=>"3.0" }]
          }
        ],
        "operation"=>[
          {
            "authentication"=>[
              {
                "status"=>[{ "content!"=>"success" }],
                "userid"=>[{ "content!"=>"USER_ID" }],
                "companyid"=>[{ "content!"=>"COMPANY_ID" }],
                "sessiontimestamp"=>[{ "content!"=>"2017-03-26T08:25:12-07:00" }]
              }
            ],
            "result"=>[
              {
                "status"=>[{ "content!"=>"success" }],
                "function"=>[{ "content!"=>"get_list" }],
                "controlid"=>[{ "content!"=>"testControlId" }],
                "listtype"=>[
                  {
                    "@start"=>"0",
                    "@end"=>"0",
                    "@total"=>"107",
                    "content!"=>"glaccount"
                  }
                ],
                "data"=>[
                  {
                    "glaccount"=>[
                      {
                        "recordno"=>[{ "content!"=>"1" }],
                        "glaccountno"=>[{ "content!"=>"1000" }],
                        "title"=>[{ "content!"=>"Chase Operating Account" }],
                        "normalbalance"=>[{ "content!"=>"debit" }],
                        "accounttype"=>[{ "content!"=>"balancesheet" }],
                        "closingtype"=>[{ "content!"=>"closed to account" }],
                        "closingaccountno"=>[{}],
                        "whenmodified"=>[{ "content!"=>"06/03/2016 20:19:30" }],
                        "status"=>[{ "content!"=>"active" }],
                        "requiredept"=>[{ "content!"=>"false" }],
                        "requireloc"=>[{ "content!"=>"false" }],
                        "taxable"=>[{ "content!"=>"false" }],
                        "taxcode"=>[{}],
                        "mrccode"=>[{}],
                        "alternativeaccount"=>[{ "content!"=>"None" }],
                        "requireproject"=>[{ "content!"=>"false" }],
                        "requirecustomer"=>[{ "content!"=>"false" }],
                        "requirevendor"=>[{ "content!"=>"false" }],
                        "requireemployee"=>[{ "content!"=>"false" }],
                        "requireitem"=>[{ "content!"=>"false" }]
                      }
                    ]
                  }
                ]
              }
            ]
          }
        ]
      }
    ]
    }
    
    Hence, we will need to extract the desired data using the dig method.
    .dig("response", 0,
       "operation", 0,
       "result", 0,
       "data", 0,
       "glaccount", 0)
    

This returns us the hash:

{
  "recordno"=>[{ "content!"=>"1" }],
  "glaccountno"=>[{ "content!"=>"1000" }],
  "title"=>[{ "content!"=>"Chase Operating Account" }],
  "normalbalance"=>[{ "content!"=>"debit" }],
  "accounttype"=>[{ "content!"=>"balancesheet" }],
  "closingtype"=>[{ "content!"=>"closed to account" }],
  "closingaccountno"=>[{}],
  "whenmodified"=>[{ "content!"=>"06/03/2016 20:19:30" }],
  "status"=>[{ "content!"=>"active" }],
  "requiredept"=>[{ "content!"=>"false" }],
  "requireloc"=>[{ "content!"=>"false" }],
  "taxable"=>[{ "content!"=>"false" }],
  "taxcode"=>[{}],
  "mrccode"=>[{}],
  "alternativeaccount"=>[{ "content!"=>"None" }],
  "requireproject"=>[{ "content!"=>"false" }],
  "requirecustomer"=>[{ "content!"=>"false" }],
  "requirevendor"=>[{ "content!"=>"false" }],
  "requireemployee"=>[{ "content!"=>"false" }],
  "requireitem"=>[{ "content!"=>"false" }]
}

Lastly, we convert the hash here back to a recipe-friendly output schema:

response.inject({}) do |hash, (key, value)|
  hash.merge(
    {
      key => value.dig(0, "content!")
    })
end

The output of this action is then:

{
  "recordno": "1",
  "glaccountno": "1000",
  "title": "Chase Operating Account",
  "normalbalance": "debit",
  "accounttype": "balancesheet",
  "closingtype": "closed to account",
  "closingaccountno": null ,
  "whenmodified": "06/03/2016 20:19:30",
  "status": "active",
  "requiredept": "false",
  "requireloc": "false",
  "taxable": "false",
  "taxcode": null ,
  "mrccode": null ,
  "alternativeaccount": "None",
  "requireproject": "false",
  "requirecustomer": "false",
  "requirevendor": "false",
  "requireemployee": "false",
  "requireitem": "false"
}

Example action in action

Request

POST https://api.intacct.com/ia/xml/xmlgw.phtml
Accept  application/xml
Accept-Encoding gzip, deflate
Content-Type  application/xml
Authorization Bearer
Content-type  x-intacct-xml-request

Request body:

<request>
  <control>
    <senderid>SENDER_ID</senderid>
    <password>PASSWORD</password>
    <controlid>testControlId</controlid>
    <uniqueid>false</uniqueid>
    <dtdversion>3.0</dtdversion>
  </control>
  <operation>
    <authentication>
      <login>
        <userid>USER_ID</userid>
        <companyid>COMPANY_ID</companyid>
        <password>PASSWORD</password>
      </login>
    </authentication>
    <content>
      <function controlid="testControlId">
        <get_list object="glaccount" maxitems="1"></get_list>
      </function>
    </content>
  </operation>
</request>

Response

Status: 200 OK

Response body:

<?xml version="1.0" encoding="UTF-8"?>
<response>
  <control>
    <status>success</status>
    <senderid>SENDER_ID</senderid>
    <controlid>testControlId</controlid>
    <uniqueid>false</uniqueid>
    <dtdversion>3.0</dtdversion>
  </control>
  <operation>
    <authentication>
      <status>success</status>
      <userid>USER_ID</userid>
      <companyid>COMPANY_ID</companyid>
      <sessiontimestamp>2017-03-26T05:24:25-07:00</sessiontimestamp>
    </authentication>
    <result>
      <status>success</status>
      <function>get_list</function>
      <controlid>testControlId</controlid>
      <listtype start="0" end="0" total="107">glaccount</listtype>
      <data>
        <glaccount>
          <recordno>1</recordno>
          <glaccountno>1000</glaccountno>
          <title>Chase Operating Account</title>
          <normalbalance>debit</normalbalance>
          <accounttype>balancesheet</accounttype>
          <closingtype>closed to account</closingtype>
          <closingaccountno/>
          <whenmodified>06/03/2016 20:19:30</whenmodified>
          <status>active</status>
          <requiredept>false</requiredept>
          <requireloc>false</requireloc>
          <taxable>false</taxable>
          <taxcode/>
          <mrccode/>
          <alternativeaccount>None</alternativeaccount>
          <requireproject>false</requireproject>
          <requirecustomer>false</requirecustomer>
          <requirevendor>false</requirevendor>
          <requireemployee>false</requireemployee>
          <requireitem>false</requireitem>
        </glaccount>
      </data>
    </result>
  </operation>
</response>

Which is extracted and converted into:

{
  "recordno": "1",
  "glaccountno": "1000",
  "title": "Chase Operating Account",
  "normalbalance": "debit",
  "accounttype": "balancesheet",
  "closingtype": "closed to account",
  "closingaccountno": null ,
  "whenmodified": "06/03/2016 20:19:30",
  "status": "active",
  "requiredept": "false",
  "requireloc": "false",
  "taxable": "false",
  "taxcode": null ,
  "mrccode": null ,
  "alternativeaccount": "None",
  "requireproject": "false",
  "requirecustomer": "false",
  "requirevendor": "false",
  "requireemployee": "false",
  "requireitem": "false"
}

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