Visma Global¶
Migration To Lime CRM¶
Addresses¶
| Lime CRM | Visma Global |
|---|---|
| Postal Address | Delivery |
| Visiting Address | Delivery |
| Invoice Address | - |
Field Mappings¶
General Data¶
| Lime CRM | Visma Global |
|---|---|
| Company Name | Use name at top of customer card |
| RegistrationNo | Org. Nr |
| Coworker | N/A |
| Phone Number | Telefon |
Postal Address¶
| Lime CRM | Visma Global |
|---|---|
| Postal Address 1 | Leveransadress - Address 1 |
| Postal Address 2 | Leveransadress - Address 2 |
| Postal Zip Code | Leveransadress - Postadress, fält #1 |
| Postal City | Leveransadress - Postadress, fält #2 |
| Country | Land |
Visiting Address¶
| Lime CRM | Visma Global |
|---|---|
| Visiting Address 1 | Leveransadress - Address 1 |
| Visiting Address 2 | Leveransadress - Address 2 |
| Visiting Zip Code | Leveransadress - Postadress, fält #1 |
| Visiting City | Leveransadress - Postadress, fält #2 |
Invoice Address¶
| Lime CRM | Visma Global |
|---|---|
| Invoice Address 1 | N/A |
| Invoice Address 2 | N/A |
| Invoice Zip Code | N/A |
| Invoice City | N/A |
| Invoice Email | "E-post" on "Fakt.adress" 1 |
Sending a Company¶
Addresses¶
| Lime CRM | Visma Global |
|---|---|
| Postal Address | ? |
| Visiting Address | ? |
| Invoice Address | ? |
Field Mappings¶
General Data¶
| Lime CRM | Visma Global |
|---|---|
| Company name | 2 |
| Registration no | Org nr |
| Coworker | N/A |
| Phone | Telefon |
| Country | N/A |
Visiting Address¶
| Lime CRM | Visma Global |
|---|---|
| Visiting address 1 | N/A |
| Visiting address 2 | N/A |
| Visiting zipcode | N/A |
| Visiting city | N/A |
Invoice Address¶
| Lime CRM | Visma Global |
|---|---|
| Invoice address 1 | N/A |
| Invoice address 2 | N/A |
| Invoice zipcode | N/A |
| Invoice city | N/A |
| Invoice email | "E-post" på "fakt.adress" |
Customer ID¶
| Lime CRM | Visma Global |
|---|---|
| Customer ID ERP | ? |
Invoices¶
Field Mappings¶
Invoices¶
| Lime CRM | Visma Global |
|---|---|
| Invoice number | Fakturakopia/Fakt. Nr |
| Company | Kundnr/namn |
| Customer Number | Kundnr/namn |
| Customer's Reference | Er ref |
| Our reference | Vår ref |
| Type | Invoice or Credit memo |
| Invoice Date | Fakturakopia/Fakt. datum |
| Due Date | Fakturakopia/Förf. datum |
| Currency | Orderinformation/Valutanr |
| Amount | S:a order |
| VAT | S:a moms |
| Total Amount | Totalt |
| Balance | "RestAmount" from the table DebLTransaction |
| Paid | [True if balance is 0 else False] |
| Payment Date | "VoucherDate" from the table DebLTransaction |
| Shredded | Always false |
| Exchange Rate | Fakturakopia/Fakt. Datum |
Invoice Rows¶
| Lime CRM | Visma Global |
|---|---|
| Row ID | ? |
| Invoice | Fakturaarkiv/Fakt. nr |
| Item | Artikelnr |
| Description | Artikelbenämning |
| Units | Antal |
| Amount | Nettobelopp |
| Contribution margin | NetPrice - (PurchasePrice * Quantity |