Tripletex¶
Migration To Lime CRM¶
Addresses¶
| Lime CRM | Tripletex Address |
|---|---|
| Postal Address | Postal |
| Visiting Address | Physical |
| Invoice Address | Postal |
Field Mappings¶
General Data¶
| Lime CRM | Tripletex |
|---|---|
| Company Name | Name |
| RegistrationNo | OrganizationNumber |
| Coworker | Employee.FirstName + Employee.LastName |
| Phone Number | PhoneNumber |
Postal Address¶
| Lime CRM | Tripletex |
|---|---|
| Postal Address 1 | PostalAddress.AddressLine1 |
| Postal Address 2 | PostalAddress.AddressLine2 |
| Postal Zip Code | PostalAddress.PostalCode |
| Postal City | PostalAddress.City |
| Country | PostalAddress.Country.Name |
Visiting Address¶
| Lime CRM | Tripletex |
|---|---|
| Visiting Address 1 | PhysicalAddress.AddressLine1 |
| Visiting Address 2 | PhysicalAddress.AddressLine2 |
| Visiting Zip Code | PhysicalAddress.PostalCode |
| Visiting City | PhysicalAddress.City |
Invoice Address¶
| Lime CRM | Tripletex |
|---|---|
| Invoice Address 1 | PostalAddress.AddressLine1 |
| Invoice Address 2 | PostalAddress.AddressLine2 |
| Invoice Zip Code | PostalAddress.PostalCode |
| Invoice City | PostalAddress.City |
| Invoice Email | InvoiceEmail |
Sending a Company¶
Addresses¶
| Lime CRM | Tripletex |
|---|---|
| Postal Address | - |
| Visiting Address | Physical |
| Invoice Address | Postal |
Field Mappings¶
General Data¶
| Lime CRM | Tripletex |
|---|---|
| Company name | Name |
| Registration no | OrganizationNumber |
| Coworker | Employee.FirstName+Employee.LastName |
| Phone | PhoneNumber |
| Country | PostalAddress.Country.Name |
Visiting Address¶
| Lime CRM | Tripletex |
|---|---|
| Visiting address 1 | PhysicalAddress.AddressLine1 |
| Visiting address 2 | PhysicalAddress.AddressLine2 |
| Visiting zipcode | PhysicalAddress.PostalCode |
| Visiting city | PhysicalAddress.City |
Invoice Address¶
| Lime CRM | Tripletex |
|---|---|
| Invoice address 1 | PostalAddress.AddressLine1 |
| Invoice address 2 | PostalAddress.AddressLine2 |
| Invoice zipcode | PostalAddress.PostalCode |
| Invoice city | PostalAddress.City |
| Invoice email | InvoiceEmail |
Customer ID¶
| Lime CRM | Tripletex |
|---|---|
| Customer ID ERP | ? |
Invoices¶
Field Mappings¶
Invoices¶
| Lime CRM | Tripletex |
|---|---|
| Invoice number | InvoiceNumber |
| Company | Customer.Name |
| Customer Number | Customer.CustomerNumber |
| Customer's Reference | contact first and lastname (from order) |
| Our reference | employee first and lastname (from order) |
| Type | Invoice / Credit Memo |
| Invoice Date | InvoiceDate |
| Due Date | InvoiceDueDate |
| Currency | Currency.Code |
| Amount | AmountExcludingVatCurrency |
| VAT | AmountCurrency - AmountExcludingVatCurrency |
| Total Amount | AmountCurrency |
| Balance | AmountCurrencyOutstandingTotal |
| Paid | True if balance is 0 else false |
| Payment Date | Postings.Date |
| Shredded | Always false |
| Exchange Rate | Amount/AmountCurrency |
Invoice Rows¶
| Lime CRM | Tripletex |
|---|---|
| Row ID | ? |
| Invoice | invoice.InvoiceNumber |
| Item | Product.Number |
| Description | Description 1 |
| Units | Count |
| Amount | UnitPriceExcludingVatCurrency |
| Contribution margin | AmountExcludingVatCurrency - (invoiceRow.UnitCostCurrency * invoiceRow.Count) |
-
Use Product.Name if description is empty ↩