Clientify – Sage50 – BOT Documentation

Entities Synced:

• Contacts
• Invoiced Delivery Notes
• Delivery Note Lines
• Items

Fields Synced to Clientify:

Contacts
Sage50c	Clientify	Notes
name	first_name	Contact name
cif	taxpayer_identification_number	CIF/NIF
email	email	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
codpos	addresses[0].postal_code	Postal Code
state	addresses[0].state	State
country	addresses[0].country	Country

Invoiced Delivery Notes – > Budgets (Also creates a Won Opportunity)
Sage50c	Clientify	Notes
number	budget_code	Delivery note number
invoice	name	“Sales Delivery Note: {number} – Invoice: {invoice}”
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	Notes
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 (product)	Notes
code	code	Item code
name	name	Name
description	description	Description
price	price	Base price
iva	tax_rate	VAT
stock	stock	Stock quantity