Visma.NET¶
Migration To Lime CRM¶
Addresses¶
| Lime CRM | Visma.NET |
|---|---|
| Postal Address | Invoice |
| Visiting Address | Delivery |
| Invoice Address | Invoice |
Field Mappings¶
General Data¶
| Lime CRM | Visma.NET |
|---|---|
| Company Name | Kundnamn |
| RegistrationNo | Organisationsnummer |
| Coworker | N/A |
| Phone Number | Telefon 1 |
Postal Address¶
| Lime CRM | Visma.NET |
|---|---|
| Postal Address 1 | Adressrad 1 |
| Postal Address 2 | Adressrad 2 |
| Postal Zip Code | Postnummer |
| Postal City | Ort |
| Country | Land |
Visiting Address¶
| Lime CRM | Visma.NET |
|---|---|
| Visiting Address 1 | Leveransadress - Adressrad 1 |
| Visiting Address 2 | Leveransadress - Adressrad 2 |
| Visiting Zip Code | Leveransadress - Postnummer |
| Visiting City | Leveransadress - Ort |
Invoice Address¶
| Lime CRM | Visma.NET |
|---|---|
| Invoice Address 1 | InvoiceAddress.Adressrad1 |
| Invoice Address 2 | InvoiceAddress.Adressrad 2 |
| Invoice Zip Code | InvoiceAddress.Postnummer |
| Invoice City | InvoiceAddress.Ort |
| Invoice Email | Faktureringsinställningar -> Faktureringskontakt -> E-post |
Sending a Company¶
Addresses¶
| Lime CRM | Visma.NET |
|---|---|
| Postal Address | - |
| Visiting Address | Delivery |
| Invoice Address | Invoice |
Field Mappings¶
General Data¶
| Lime CRM | Visma.NET |
|---|---|
| Company name | Kundnamn |
| Registration no | Organisationsnummer |
| Coworker | N/A |
| Phone | Phone 1 |
| Country | InvoiceAddress.Land |
Visiting Address¶
| Lime CRM | Visma.NET |
|---|---|
| Visiting address 1 | Leveransadress - Adressrad 1 |
| Visiting address 2 | Leveransadress - Adressrad 2 |
| Visiting zipcode | Leveransadress - Postnummer |
| Visiting city | Leveransadress - Ort |
Customer ID¶
| Lime CRM | Visma.NET |
|---|---|
| Customer ID ERP | Kundnr |
Invoice Address¶
| Lime CRM | Visma.NET |
|---|---|
| Invoice address 1 | InvoiceAddress.Adressrad1 |
| Invoice address 2 | InvoiceAddress.Adressrad 2 |
| Invoice zipcode | InvoiceAddress.Postnummer |
| Invoice city | InvoiceAddress.Ort |
| Invoice email | Faktureringsinställningar -> Faktureringskontakt -> E-post |
Invoices¶
Field Mappings¶
Invoices¶
| Lime CRM | Visma.NET |
|---|---|
| Invoice number | Invoice number |
| Company | Kund |
| Customer Number | Kund |
| Customer's Reference | Kundreferens |
| Our reference | Extern ref |
| Type | Typ |
| Invoice Date | Datum |
| Due Date | Förfallodatum |
| Currency | Valuta |
| Amount | Netto |
| VAT | Moms, total |
| Total Amount | Totalbelopp |
| Balance | Saldo |
| Paid | [True if Status = Stängd and Saldo is 0] |
| Payment Date | Betalningsdatum |
| Shredded | Always false |
| Exchange Rate | N/A |
Invoice Rows¶
| Lime CRM | Visma.NET |
|---|---|
| Row ID | ? |
| Invoice | Fakturanr |
| Item | Artikelnummer |
| Description | Beskrivning |
| Units | Antal |
| Amount | Totalbelopp |
| Contribution margin | Calculated in Syncify |