Entities Synced:
- Contacts
- Invoiced Delivery Notes
- Delivery Note Lines
- Items
Fields Synced to Clientify:
| Contacts | ||
| Sage50c | Clientify | Notas |
| name | first_name | Contact Name |
| cif | taxpayer_identification_number | CIF/NIF |
| Email address | ||
| tags[] | Fixed tag: sage50c | |
| linea[‘name’] | tags[] | Item/delivery note names as tags |
| address | addresses[0].address | Address |
| city | addresses[0].city | City |
| postal code | addresses[0].postal_code | Postal Code |
| state | addresses[0].state | Province |
| country | addresses[0].country | Country |
| Invoiced Delivery Notes – > Budgets (Also creates a Won Opportunity) | ||
| Sage50c | Clientify | Notas |
| number | budget_code | Delivery note number |
| invoice | name | Invoice name |
| date | created | Creation date |
| date_inv | expiration_date | Expiration date |
| observations | description | Observations |
| (empty) | notes | Prepared for notes |
| amount | subtotal | Subtotal |
| totaldoc | total | Total with taxes |
| Delivery Note Lines – Budget Items | ||
| Sage50c | Clientify | Notas |
| linea[‘code’] | product_code | Product/service code |
| linea[‘name’] | name | Name |
| linea[‘amount’] | quantity | Quantity |
| linea[‘price’] | unit_price | Unit price |
| linea[‘iva’] | tax_rate | Applied VAT |
| linea[‘dto’] | discount | Discount |
| linea[‘total’] | total | Line total |
| Items | ||
| Sage50c | Clientify (producto) | Notas |
| code | code | Item code |
| name | name | Name |
| description | description | Description |
| price | price | Base price |
| iva | tax_rate | VAT |
| stock | stock | Stock quantity |