Microsoft Dynamics NAV

Migration To Lime CRM

Addresses

Lime CRM	Microsoft Dynamics NAV Address
Postal Address	Postal
Visiting Address	-
Invoice Address	Postal

Field Mappings

General Data

Lime CRM	Microsoft Dynamics NAV
Company Name	CustomerCard.Name
RegistrationNo	CustomerCard.VAT_Registration_No
Coworker	Säljare
Phone Number	CustomerCard.Phone_No

Postal Address

Lime CRM	Microsoft Dynamics NAV
Postal Address 1	CustomerCard.Address
Postal Address 2	CustomerCard.Address_2
Postal Zip Code	CustomerCard.Post_Code
Postal City	CustomerCard.City
Country	CustomerCard.Country_Region_Code converted to countryName

Visiting Address

Lime CRM	Microsoft Dynamics NAV
Visiting Address 1	N/A
Visiting Address 2	N/A
Visiting Zip Code	N/A
Visiting City	N/A

Invoice Address

Lime CRM	Microsoft Dynamics NAV
Invoice Address 1	CustomerCard.Address
Invoice Address 2	CustomerCard.Address_2
Invoice Zip Code	CustomerCard.Post_Code
Invoice City	CustomerCard.City
Invoice Email	CustomerCard.E_Mail

Sending a Company

Addresses

Lime CRM	Microsoft Dynamics NAV
Postal Address	-
Visiting Address	-
Invoice Address	Postal

Field Mappings

General Data

Lime CRM	Microsoft Dynamics NAV
Company name	CustomerCard.Name
Registration no	CustomerCard.VAT_Registration_No
Coworker	N/A
Phone	CustomerCard.Phone_No
Country	CustomerCard.Country_Region_Code 1

Visiting Address

Lime CRM	Microsoft Dynamics NAV
Visiting address 1	N/A
Visiting address 2	N/A
Visiting zipcode	N/A
Visiting city	N/A

Invoice Address

Lime CRM	Microsoft Dynamics NAV
Invoice address 1	CustomerCard.Address
Invoice address 2	CustomerCard.Address_2
Invoice zipcode	CustomerCard.Post_Code
Invoice city	CustomerCard.City
Invoice email	CustomerCard.E_Mail

Customer ID

Lime CRM	Microsoft Dynamics NAV
Customer ID ERP	CustomerCard.No

Invoices

Field Mappings

Invoices

Lime CRM	Microsoft Dynamics NAV
Invoice number	PostedSalesInvoice.No or PostedSalesCreditMemo.No
Company	CustomerCard.Name
Customer Number	CustomerLedgerEntries.Customer_No
Customer's Reference	PostedSalesCreditMemo.Sell_to_Contact or PostedSalesInvoice.Sell_to_Contact
Our reference	CustomerLedgerEntries.Salesperson_Code
Type	crminvoicemodel.InvoiceType
Invoice Date	PostedSalesCreditMemo.Document_Date or PostedSalesInvoiceDocument_Date
Due Date	N/A
Currency	PostedSalesCreditMemo.Currency_Code or PostedSalesInvoice.Currency_Code
Amount	N/A
VAT	[Calculated by external function]
Total Amount	CustomerLedgerEntries.Amount
Balance	CustomerLedgerEntries.Remaining_Amount
Paid	N/A
Payment Date	PostedSalesCreditMemo.Posting_Date or PostedSalesInvoice.Posting_Date
Shredded	Always false
Exchange Rate	N/A

Invoice Rows

Lime CRM	Microsoft Dynamics NAV
Row ID	PostedSalesCreditMemo.No or PostedSalesInvoice.No 2
Invoice	PostedSalesCreditMemo.No or PostedSalesInvoice.No 2
Item	Posted_Sales_Cr_Memo_Line.No or Posted_Sales_Invoice_Line.No 2
Description	Posted_Sales_Cr_Memo_Line.Description or Posted_Sales_Invoice_Line.Description 2
Units	Posted_Sales_Cr_Memo_LineQuantity or Posted_Sales_Invoice_Line.Quantity 2
Amount	Posted_Sales_Cr_Memo_Line.Line_Amount or Posted_Sales_Invoice_Line.Line_Amount 2
Contribution margin	(Posted_Sales_Cr_Memo_Line.Unit_Price - Posted_Sales_Cr_Memo_Line.Unit_Cost_LCY) * Quantity 3,4

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1. Based on countryName ↩

2. Depending on if the row is a credit memo or invoice. ↩↩↩↩↩↩

3. Locally currency only ↩

4. Unit Price Excl. and Unit Cost (LCY) are not included in the standard integration. ↩