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 |