Visma Administration¶
Migration To Lime CRM¶
Addresses¶
| Lime CRM | Visma Administration |
|---|---|
| Postal Address | Postal |
| Visiting Address | Delivery |
| Invoice Address | Postal |
Field Mappings¶
General Data¶
| Lime CRM | Visma Administration |
|---|---|
| Company Name | Namn |
| RegistrationNo | Orgnr |
| Coworker | Säljare |
| Phone Number | Telefon |
Postal Address¶
| Lime CRM | Visma Administration |
|---|---|
| Postal Address 1 | Postadr |
| Postal Address 2 | Postadr 2 |
| Postal Zip Code | Postnr |
| Postal City | Ort |
| Country | Land |
Visiting Address¶
| Lime CRM | Visma Administration |
|---|---|
| Visiting Address 1 | Avvikande leveransadress - Postadr |
| Visiting Address 2 | Avvikande leveransadress - Postadr 2 |
| Visiting Zip Code | Avvikande leveransadress - Postnr |
| Visiting City | Avvikande leveransadress - Ort |
Invoice Address¶
| Lime CRM | Visma Administration |
|---|---|
| Invoice Address 1 | Postadr |
| Invoice Address 2 | Postadr 2 |
| Invoice Zip Code | Postnr |
| Invoice City | Ort |
| Invoice Email |
Sending a Company¶
Addresses¶
| Lime CRM | Visma Administration |
|---|---|
| Postal Address | - |
| Visiting Address | Delivery |
| Invoice Address | Postal |
Field Mappings¶
General Data¶
| Lime CRM | Visma Administration |
|---|---|
| Company name | Namn |
| Registration no | Orgnr |
| Coworker | N/A |
| Phone | Telefon |
| Country | Land |
Visiting Address¶
| Lime CRM | Visma Administration |
|---|---|
| Visiting address 1 | Avvikande leveransadress - Postadr |
| Visiting address 2 | Avvikande leveransadress - Postadr 2 |
| Visiting zipcode | Avvikande leveransadress - Postnr |
| Visiting city | Avvikande leveransadress - Ort |
Invoice Address¶
| Lime CRM | Visma Administration |
|---|---|
| Invoice address 1 | Postadr |
| Invoice address 2 | Postadr 2 |
| Invoice zipcode | Postnr |
| Invoice city | Ort |
| Invoice email |
Customer ID¶
| Lime CRM | Visma Administration |
|---|---|
| Customer ID ERP | Kundnr |
Invoices¶
Field Mappings¶
Invoices¶
| Lime CRM | Visma Administration |
|---|---|
| Invoice number | Fakturanr |
| Company | Kundnr/Namn |
| Customer Number | Kundnr |
| Customer's Reference | Er referens |
| Our reference | Vår referens |
| Type | Fakturatyp |
| Invoice Date | Fakturadatum |
| Due Date | Förfallodatum |
| Currency | Valuta |
| Amount | Exkl moms |
| VAT | Moms |
| Total Amount | Totalt |
| Balance | Saldo kr |
| Paid | [True if "Slutbetald" is not empty |
| Payment Date | Slutbetald |
| Shredded | [True if "Status - Makulerad" is true] |
| Exchange Rate | [crmInvoiceModel.InvoiceTotalSumBaseCurrency / crmInvoiceModel.InvoiceTotalSum] |
Invoice Rows¶
| Lime CRM | Visma Administration |
|---|---|
| Row ID | Rad ID (Systemfält) |
| Invoice | Fakturanr |
| Item | Artikelnummer |
| Description | Benämning |
| Units | Beställt antal |
| Amount | Summa |
| Contribution margin | TB |