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Exact Online

Migration To Lime CRM

Addresses

Lime CRM Exact Online
Postal Address Postal
Visiting Address Postal
Invoice Address MainInvoice

Field Mappings

A screenshot will be added later.

General Data

Lime CRM Exact Online
Company Name Name
RegistrationNo ChamberOfCommerce
Coworker MainContact.FullName
Phone Number Phone

Postal Address

Lime CRM Exact Online
Postal Address 1 AddressLine1
Postal Address 2 AddressLine2
Postal Zip Code Postcode
Postal City City
Country CountryName

Visiting Address

Lime CRM Exact Online
Visiting Address 1 AddressLine1
Visiting Address 2 AddressLine2
Visiting Zip Code Postcode
Visiting City City

Invoice Address

Lime CRM Exact Online
Invoice Address 1 MainInvoiceAddress.AddressLine1 1
Invoice Address 2 MainInvoiceAddress.AddressLine2 1
Invoice Zip Code MainInvoiceAddress.Postcode 1
Invoice City MainInvoiceAddress.City 1
Invoice Email Email

Sending a Company

Addresses

Lime CRM Exact Online
Postal Address -
Visiting Address Postal
Invoice Address Invoice

Field Mappings

General Data

Lime CRM Exact Online
Company name Name
Registration no ChamberOfCommerce
Coworker MainContact.First/Middle/LastName
Phone Phone
Country CountryName

Visiting Address

Lime CRM Exact Online
Visiting address 1 AddressLine1
Visiting address 2 AddressLine2
Visiting zipcode Postcode
Visiting city City

Invoice Address

Lime CRM Exact Online
Invoice address 1 MainInvoiceAddress.AddressLine1
Invoice address 2 MainInvoiceAddress.AddressLine2
Invoice zipcode MainInvoiceAddress.Postcode
Invoice city MainInvoiceAddress.City
Invoice email Email

Customer ID

Lime CRM Exact Online
Customer ID ERP ?

Invoices

Field Mappings

A screenshot will be added later.

Invoices

Lime CRM Exact Online
Invoice number salesInvoice.InvoiceNumber
Company customer.Name
Customer Number customer.ID
Customer's Reference salesInvoice.YourRef
Our reference salesInvoice.SalespersonFullName
Type Invoice or Credit
Invoice Date salesInvoice.InvoiceDate
Due Date salesInvoice.DueDate
Currency salesInvoice.Currency
Amount salesInvoice.AmountFCExclVat
VAT VATAmountFC
Total Amount salesInvoice.AmountFC
Balance balance
Paid True if balance is 0
Payment Date N/A
Shredded Always false
Exchange Rate N/A

Invoice Rows

Lime CRM Exact Online
Row ID ?
Invoice invoiceNumber
Item salesInvoiceLine.ItemCode
Description salesInvoiceLine.Description
Units salesInvoiceLine.Quantity
Amount salesInvoiceLine.AmountDC
Contribution margin (salesInvoiceLine.AmountFC - item.CostPriceStandard * salesInvoiceLine.Quantity

  1. If MainInvoiceAddress data is not available, you could use Customer data, i.e., Customer.AddressLine1, Customer.AddressLine2, Customer.Postcode, and Customer.City.