Visma Business

Migration To Lime CRM

Addresses

Lime CRM	Visma Business
Postal Address	Postal
Visiting Address	-
Invoice Address	Postal

Field Mappings

General Data

Lime CRM	Visma Business
Company Name	Name
RegistrationNo	Organisation no.
Coworker	Säljare
Phone Number	Phone

Postal Address

Lime CRM	Visma Business
Postal Address 1	Address line 1
Postal Address 2	Address line 2
Postal Zip Code	Post code
Postal City	Postal area
Country	2 letter ISO based on CountryNumber

Visiting Address

Lime CRM	Visma Business
Visiting Address 1	N/A
Visiting Address 2	N/A
Visiting Zip Code	N/A
Visiting City	N/A

Invoice Address

Lime CRM	Visma Business
Invoice Address 1	Address line 1
Invoice Address 2	Address line 2
Invoice Zip Code	Post code
Invoice City	Postal area
Invoice Email	EmailAddress

Sending a Company

Addresses

Lime CRM	Visma Business
Postal Address	-
Visiting Address	-
Invoice Address	Postal

Field Mappings

General Data

Lime CRM	Visma Business
Company name	Name
Registration no	Organisation no.
Coworker	N/A
Phone	Phone
Country	CountryNumber based on 2-letter ISO

Visiting Address

Lime CRM	Visma Business
Visiting address 1	N/A
Visiting address 2	N/A
Visiting zipcode	N/A
Visiting city	N/A

Invoice Address

Lime CRM	Visma Business
Invoice address 1	Address line 1
Invoice address 2	Address line 2
Invoice zipcode	Post code
Invoice city	Postal area
Invoice email	EmailAddress

Customer ID

Lime CRM	Visma Business
Customer ID ERP	Cust. No.

Invoices

Field Mappings

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Invoices

Lime CRM	Visma Business
Invoice number	OrderDocument.InvoiceNo
Company	OrderDocument.CustomerNo
Customer Number	OrderDocument.CustomerNo
Customer's Reference	OrderDocument.YourReference
Our reference	OrderDocument.OurReference
Type	N/A
Invoice Date	OrderDocument.InvoiceDate
Due Date	CustomerTransaction.DueDate
Currency	N/A
Amount	N/A
VAT	OrderDocument.VatAmountInCurrency
Total Amount	OrderDocument.InvoicedAmountTotalInCurrency
Balance	CustomerTransaction.OutstandingAmountDomestic
Paid	N/A
Payment Date	CustomerTransaction.PaidLast
Shredded	Always false
Exchange Rate	[crmInvoiceModel.InvoiceTotalSumBaseCurrency / crmInvoiceModel.InvoiceTotalSum]

Invoice Rows

Lime CRM	Visma Business
Row ID	?
Invoice	OrderDocumentLine.InvoiceNo
Item	OrderDocumentLine.ProductNo
Description	OrderDocumentLine.Description
Units	OrderDocumentLine.Quantity
Amount	OrderDocumentLine.InvoicedAmountTotalInCurrency
Contribution margin	N/A