Monitor G5¶
Migration To Lime CRM¶
Addresses¶
| Lime CRM | Monitor G5 Address |
|---|---|
| Postal Address | MailingAddress |
| Visiting Address | VisitingAddress |
| Invoice Address | InvoiceAddress |
Field Mappings¶
General Data¶
| Lime CRM | Monitor G5 |
|---|---|
| Company Name | Name |
| RegistrationNo | CorporationIdentificationNumber |
| Coworker | DefaultReference |
| Phone Number | DefaultReference.PhoneNumber |
Postal Address¶
| Lime CRM | Monitor G5 |
|---|---|
| Postal Address 1 | MailingAddress.AddressLine1 |
| Postal Address 2 | MailingAddress.AddressLine2 |
| Postal Zip Code | MailingAddress.PostalCode |
| Postal City | MailingAddress.Locality |
| Country | MailingAddress.Country.Description |
Visiting Address¶
| Lime CRM | Monitor G5 |
|---|---|
| Visiting Address 1 | VisitingAddress.AddressLine1 |
| Visiting Address 2 | VisitingAddress.AddressLine2 |
| Visiting Zip Code | VisitingAddress.PostalCode |
| Visiting City | VisitingAddress.Locality |
Invoice Address¶
| Lime CRM | Monitor G5 |
|---|---|
| Invoice Address 1 | InvoiceAddress.AddressLine1 |
| Invoice Address 2 | InvoiceAddress.AddressLine2 |
| Invoice Zip Code | InvoiceAddress.PostalCode |
| Invoice City | InvoiceAddress.Locality |
| Invoice Email | DefaultReference.EmailAddress |
Sending a Company¶
Addresses¶
| Lime CRM | Monitor G5 |
|---|---|
| Postal Address | - |
| Visiting Address | VisitingAddress |
| Invoice Address | InvoiceAddress |
Field Mappings¶
General Data¶
| Lime CRM | Monitor G5 |
|---|---|
| Company name | Name |
| Registration no | CorporationIdentificationNumber |
| Coworker | DefaultReference.Name |
| Phone | DefaultReference.PhoneNumber |
| Country | MailingAddress.Country.Description |
Visiting Address¶
| Lime CRM | Monitor G5 |
|---|---|
| Visiting address 1 | VisitingAddress.AddressLine1 |
| Visiting address 2 | VisitingAddress.AddressLine2 |
| Visiting zipcode | VisitingAddress.PostalCode |
| Visiting city | VisitingAddress.Locality |
Invoice Address¶
| Lime CRM | Monitor G5 |
|---|---|
| Invoice address 1 | InvoiceAddress.AddressLine1 |
| Invoice address 2 | InvoiceAddress.AddressLine2 |
| Invoice zipcode | InvoiceAddress.PostalCode |
| Invoice city | InvoiceAddress.Locality |
| Invoice email | DefaultReference.EmailAddress |
Customer ID¶
| Lime CRM | Monitor G5 |
|---|---|
| Customer ID ERP | ? |
Invoices¶
Field Mappings¶
Invoices¶
| Lime CRM | Monitor G5 |
|---|---|
| Invoice number | AccountsReceivable.InvoiceNumber |
| Company | Order.Customer.Name |
| Customer Number | Order.Customer.Code |
| Customer's Reference | BusinessContactReferenceName |
| Our reference | OurReferenceName |
| Type | AccountsReceivable.IsCredit |
| Invoice Date | AccountsReceivable.InvoiceDate |
| Due Date | AccountsReceivable.DueDate |
| Currency | AccountsReceivable.Currency |
| Amount | AccountsReceivable.InvoiceAmount |
| VAT | AccountsReceivable.VatAmount |
| Total Amount | AccountsReceivables.InvoiceAmount |
| Balance | AccountsReceivables.RestAmount |
| Paid | True if AccountsReceivables.PaidInfullDate or AccountsReceivables.RestAmount == 0 |
| Payment Date | AccountsReceivables.PaidInFullDate |
| Shredded | Always false |
| Exchange Rate | AccountsReceivable.ExchangeRate |
Invoice Rows¶
| Lime CRM | Monitor G5 |
|---|---|
| Row ID | ? |
| Invoice | AccountsReceivables.InvoiceNumber |
| Item | Part |
| Description | Part.Description |
| Units | Units |
| Amount | Price * Units * (1 - Discount/100) |
| Contribution margin | Price (total) - StandardPrice (total) |