Using. MiSync for MYOB V and above

Transcription

1 Using MiSync for V and above

2 Copyright Printed: 11 November by Metisc. All rights reserved. Notice This user guide and the software it describes are furbished under a license agreement. The software may be used and copied only in accordance with the terms of the agreement. No part may be copied, transmitted or reproduced in any form without written permission from Metisc. Microsoft Dynamics CRM is a trademark of Microsoft Corporation. All products mentioned herein are registered trademarks of their respective owners. AccountRight is a trademark of. All products mentioned herein registered trademarks of their respective owners. Unit 5, 800 Albany Highway East Victoria Park, WA 6101 Australia Ph: Fax: Web: support@metisc.com.au 2

3 Table of Contents Getting Started... 6 Overview... 6 System Requirements... 6 Technical Support... 6 Overview... 7 Synchronisation Logic... 7 MiSync for Edition... 7 Pre Install Requirements First Time Set Up MiSync for environment Data Source Open Database Connectivity (ODBC) CRM Customisation/solution file Services - Activities Service Activity Activity Slips Registration where not previously registered ODBC Activation CRM and Data matching process Installation MiSync for Using MiSync for Starting MiSync for Running MiSync for for the First Time Configuration Configuration Configuration EXO Configuration API Configuration CRM Application Configuration Field Mapping Configuration

4 Product CRM <> About How to Run Synchronisations Entity and Field Mappings CRM Account and Customer Company CRM Contact and Customer Individual CRM Case and Job CRM Activities and Activities CRM Service Activity and Activity Slip CRM Invoice and Item Sales CRM Invoice Product and Item Sales Line CRM Order and Item Sales CRM Order Product and Item Sales Line CRM Quote and Item Sales CRM Quote Product and Item Sales Line CRM Payment Receipt and Receive Payments Item and CRM Product Stock on Hand to CRM Stock on Hand Price List to CRM Price List Price List Item to CRM Price List Item Account to CRM GL Account Payment to Method CRM Payment Method Currency to CRM Currency Warehouse to CRM Warehouse Custom List to CRM Custom List Tax Code to CRM Tax Code Employee to CRM Staff Appendices Frequently Asked Questions Known Issues to CRM : Customer Company to Account to CRM : Customer Individual to Contact Activity Slip to CRM Service Appointment Service Activities

5 Synchronisation of a large number of records Synchronisation of CRM to Synchronisation of CRM to API Release Notes Installation Notes Software License Grant of License Ownership of Software Transfers Term Restricted Rights Limited Warranty

6 Getting Started Overview MiSync for is a tool that allows you to transfer and synchronise data between Microsoft Dynamics CRM and. System Requirements Microsoft Dynamics CRM 4.0, Microsoft Dynamics CRM 2011, or Microsoft Dynamics CRM 2013 AccountRight Premier v19 or AccountRight Enterprise v19 Technical Support For technical support, contact: Metisc support@metisc.com.au 6

7 Overview Synchronisation Logic MiSync for performs the following synchronisations: CRM Service Activity to Activity Slip CRM Case to Job CRM Account to Customer Company CRM Contact to Customer Individual CRM Resource to Employee CRM Invoice to Item Sale CRM Payment Receipt to Receive Payments CRM Activities to Activities Item to CRM Product Customer Company to CRM Account Customer Individual to CRM Contact Job to CRM Case Item Sale to CRM Invoice Item Sale to CRM Order Item Sale to CRM Quote Activity Slip to CRM Service Activity Account to CRM GL Account Payment Methods to CRM Payment Methods Cards to CRM Administrative Entities Activities to CRM Activities MiSync for Edition MiSync for Premium support : CRM Service Activity to Activity Slip CRM Case to Job CRM Account to Customer Company CRM Contact to Customer Individual CRM Resource to Employee CRM Invoice to Item Sale 7

8 CRM Payment Receipt to Receive Payments CRM Activities to Activities Item to CRM Product Customer Company to CRM Account Customer Individual to CRM Contact Job to CRM Case Item Sale to CRM Invoice Item Sale to CRM Order Item Sale to CRM Quote Activity Slip to CRM Service Activity Account to CRM GL Account Payment Methods to CRM Payment Methods Cards to CRM Administrative Entities Activities to CRM Activities MiSync for CRM Lite support : Cards to CRM Administrative Entities Account to CRM GL Account Payment Methods to CRM Payment Methods CRM Account to Customer Company CRM Contact to Customer Individual CRM Invoice to Item Sale CRM Payment Receipt to Receive Payments MiSync for Lite support: Cards to CRM Administrative Entities Account to CRM GL Account Payment Methods to CRM Payment Methods Customer Company to CRM Account Customer Individual to CRM Contact Item Sale to CRM Invoice Payment Methods to CRM Payment Methods MiSync for Basic Support: CRM Account to Customer Company CRM Contact to Customer Individual CRM Invoice to Item Sale CRM Payment Receipt to Receive Payments Cards to CRM Administrative Entities Account to CRM GL Account Payment Methods to CRM Payment Methods Customer Company to CRM Account 8

9 Customer Individual to CRM Contact Item Sale to CRM Invoice Payment Methods to CRM Payment Methods 9

10 Pre Install Requirements ODBC configuration - Host system setup Prior to installing MiSync for, you need to get the host system ready. Please see the relevant section in the following page. data backup data Prior to installing MiSync for, it is recommended that you make a backup of all your data. CRM data backup data Prior to installing MiSync for, it is recommended that you make a backup of all your CRM data. CRM Customisation & Solution files backup copy Prior to installing MiSync for, it is recommended that you make a copy of your CRM Customisation and solution files. CRM data matching & checking Prior to installing MiSync for, it is urged that you determine the key data entities for duplicates or incorrect spellings. Where CRM is a master, match Account, Contact & Resource (User) names exactly. Where is a master then match Customer Company, Customer Individual and Employee Individual names exactly. Please make sure that the number of decimal places between CRM and is already matched. CRM data matching Activities & Services Prior to installing MiSync for, it is recommended that you check and match the Activities in to the Services in CRM. CRM data matching Job & Case Prior to installing MiSync for, it is recommended that you check and match the Jobs in to the Cases in CRM so that the Activity Slips in and Service Activities in CRM can be synchronised. Currency Setup Prior to installing MiSync for, it is recommended that you setup for multiple currencies where the business deals with multiple currencies. 10

11 MiSync for Application Install When you install MiSync for application, it is recommended that you install MiSync for on the same PC/server that the data file is located on. First Time Set Up MiSync for environment Prior to installing MiSync for, you need to get the host system ready. Perform the below steps to accomplish this. Open Database Connectivity (ODBC) Data Source Navigate to the Start menu of Windows and open Administrative Tools. If you are using a 64 bit operating system you will need to access Administrative Tools by going to: C:\Windows\SysWOW64\odbcad32.exe. You will get a window that looks similar to the following: 11

12 Go to the System DNS tab and you should see a list of data sources. Click the Add button and from the list pick MYOAU1001. Enter data for Data Source and Description Click the Browse button and locate your company file, the one used by Enter a user name and password for a person that can access that company file Tick the Enable check box, click the Browse button and locate the application. This will usually be called Myobp or Myobp.exe If you are running a multi user version of, Pick Multiuser Access and select the correct protocol other users access with from the Protocol dropdown Lastly, click the browse button and point to the ODBC key file inside the MiSync for install directory. It is in the Key file. This key is a serial number that allows your CRM system to access. This file ends with.key extension. 12

13 CRM Customisation/solution file MiSync for requires customisations/changes to be made to the CRM system that it will connect to. All these customisations/changes are in a file called MiSyncforSolution_x_x_x_x_managed.zip, this zipped file should be ed to you so that you can save it in the MiSync for install directory. When you have done the backup actions, you can then install the MiSync for Solution. Prior to importing this file to your CRM Solutions area, Metisc strongly advises that you should backup your and CRM data. You should also do a backup of your specific CRM customisation/solution file. Important - In addition to the MiSync customisations/changes, you will need to address the following: Services - Activities There is no need to match activities in both the CRM system and. To do this, go to your CRM system, navigate to Settings Business Management and click Services. All the services you see in the CRM list must match to what is in the activities list. To do this, open, navigate to Time Billing Activities List and select an activity. Make sure that Activity ID is the same as the field in CRM for a service. Use existing CRM importer program to transfer all Activity descriptions to CRM Service entries or manually ensure that items match. Service Activity Activity Slips To synchronise service activities with Activity Slips, you need an Job for each CRM case. Update existing CRM Service Activity with relevant details when the Activity Slip has been invoiced. field Invoice ID stored against relevant CRM SA in text field. If there are multiple invoices then use comma separated format stored in text field in CRM. 13

14 table - ActivitySlipInvoiced holds relevant information about the invoice document that relates to which Activity Slip. Currency if you deal with multiple currencies then you will need to set the multi-currency feature in. This is only available in Premier. To activate multi-currency: 1. Go to the Setup menu and choose Preferences 2. Click the System tab 3. Tick the I Deal in Multiple Currencies [System-wide] radio button. A message appears advising that every transaction and report will be affected 4. Click OK If you do not allow this feature and you deal with multiple currencies then you will get an error during synchronisation of data. Registration where not previously registered You need to have a registered copy of for the MiSync for process to work. To do this, go to: Fill in all the necessary details and click the Continue button. Next, go to Setup Company Information Licens e and then enter the confirmation code: 14

15 Lastly click the Enable Online button. ODBC Activation You will need to activate your ODBC. To do this, go to: Enter your serial number. For the Activation Number enter: This is the MiSync for required number. Click the Submit button. CRM and Data matching process Important - Prior to synchronising data between CRM and, you will need to match it in both of the systems. The matching process is determined by the master system, either CRM or. The matching process is a manual process and it is necessary to eliminate any duplicates. For example, you may have an account in CRM and you also have this same account (as customer company) in but it has a slightly different spelling. When you do a synchronisation, the program will create a second account because the names are different and it thinks they are 2 different accounts. If the master source of data is CRM, then you will need to match the data in so that it has the same data as CRM. You will need to do this for Account, Contact and Resource (User): CRM Account is matched on CRM Account to of Customer Company 15

16 CRM Contact is matched on CRM First and Last to First and Last of Customer Individual CRM Resource (User) is matched on CRM First and Last to First and Last of Employee Individual If the master source of data is, then you will need to match the data in CRM so that it has the same data as. You will need to do this for Customer Company, Customer Individual and Employee Individual. Customer Company is matched on to CRM Account of Account Customer Individual is matched on First and Last to CRM First and Last of Contact Employee Individual is matched on First and Last to CRM First and Last of Resource (User) To do the data match, simply open CRM on one side and on the other and match the data. Installation MiSync for Important - Prior to installing a MiSync for update you must Uninstall the MiSync for application. To do this - Right click on the application icon and start the Uninstall process. Save the MiSync for new install file onto the Desktop of the server/ PC that will hold the syncing schedule and application (where you want to run the MiSync for process from. Run the installation program. This will ideally be the computer or server on which the data file is located. Click installation. to begin the 16

17 If you already have another version running on your machine, a popup will be shown: Enter your and Organization, then click Next. 17

18 To proceed with the installation you need to uninstall the existing one. To un-install, see Installation Notes section in the appendices. Choose the location you wish to install to and choose whether you want to install shortcuts for current user only or make them available to everyone. Click to continue the installation. 18

19 Click to start the installation. Once installation is complete, click process. to end the installation 19

20 To un-install, see Installation Notes section in the appendices. Using MiSync for Starting MiSync for To launch MiSync for, double-click the MiSync for shortcut on your desktop: Alternatively, go to: Start All Programs Metisc MiSync for 20

21 Running MiSync for for the First Time The following window opens the first time you run MiSync for. You will see this window every time you run the program: Configuration These are the available options of the main screen along with their description: 21

22 There are two configurations: 1. Connection Configuration It is used for configuring platform synching configuration 2. Application Configuration It is used for configuring other configuration needed by MiSync for to run properly To use Connection Configuration just simply click Connection Configuration menu button Navigate to this tab to set up connections for and CRM To configure connection, click on the option under the Type section To configure CRM connection, click on the CRM option under the Type section Configuration Click the Add button to configure an connection. Enter data into the fields as required: Connection this is the name for the connection. UserID this is your Administrator user ID. 22

23 Password this is your Administrator Password. Database this is the server address of where your application sits. Host EXE Path this is the path to your Application file. Key field browse to the Key file in the install directory of MiSync for and select the key inside. It ends with.key extension Use Prefix field tick this if you want to use prefix for the sync process so that it can have unique data. It will not be mixed with other file data. Once you save this connection, never change this again, because it will cause the data you sync to have another unique id. Use Exchange Rate field tick this if you want to multiple the item price with the exchange rate of currency that s been set in the Price Level Mapping. Click the Test Connection button to test all the information entered Click the button in the price list mapping for configuring the price list to currency mapping Select currencies for each price level in. Default is AUD. Click OK to save the changes After Price Level Mapping has been saved, the changes can be seen in the configuration grid 23

24 Once all the data has been entered and tested to make a successful connection, press the Save button. This will save all the details entered so you can use them again Configuration EXO Click the Add EXO button to configure an EXO connection. Enter data into the fields as required: Connection this is the name for the connection. Server this is the server address of where your EXO application sits. Database this is the name of EXO database. User this is your EXO Administrator user ID. Password / PWD this is your EXO Administrator Password. 24

25 Use Prefix field tick this if you want to use prefix for the sync process so that it can have unique data. It will not be mixed with other file data. Once you save this connection, never change this again, because it will cause the data you sync have another unique id. Click the Test Connection button to test all the information entered Once all the data has been entered and tested to make a successful connection, press the Save button. This will save all the details entered so you can use them again Configuration API Click the Add API button to configure an API connection. Enter data into the fields as required: Connection this is the name for the connection. Use Cloud Web API check this if using the Cloud Web API Web API enter the address of API Company Context choose the database file 25

26 If you re using Cloud API: Web API, Scope, and User Authorization URL will automatically be filled. Redirect URI enter the redirect uri of your API account Client ID enter the Key id of your API account Client Secret Code enter the Secret code of your API account Configuration CRM 26

27 Click the Add button to configure a CRM connection Enter configuration data for CRM: Connection enter the name of the connection Use SSL (Secure Socket Layer) check if the url is using SSL(HTTPS) Use IFD (Internet Facing Deployment) check if the CRM is deployed for internet connection. Uncheck if the CRM is only for internal use. Use CRM Online check if using CRM Online Use Office 365 Account check if the CRM is using Office 365 Account Server enter the url of CRM server Server Port enter the url port Home Realm URL enter this field if only using ADFS Endpoint URL e.g. Domain enter the domain the CRM is on User enter the username you use to get into CRM Password enter the password you use to get into CRM Open the Organization Context browser and choose the CRM Organization Click the Test Connection button to test all the information entered Once all the data has been entered and tested to make a successful connection, press the Save button. This will save all the details entered so you can use them again Click the Add button again if you want to configure another CRM connection. Additional connections that you save can be picked from a list for you to delete, update or use Click the Cancel button to clear all the entered connection information 27

28 Click the Delete button to delete a connection. This must be a previously saved connection and it must be selected from the list Application Configuration Click the Application Configuration menu button to configure the application configuration. Enter data into the fields as required: LogEnabled - Enable logging QueryPageSize - Query page size limit ExceptionPolicy - of the exception policy MaxDegreeOfParallelism - Max degree of parallelism MaxDegreeOfParallelismInvoice - Max degree of parallelism (Invoice) MaxDegreeOfParallelismOrder - Max degree of parallelism for Order MaxDegreeOfParallelismQuote - Max degree of parallelism for Quote NumberOfRetry - Number of process retry Support - Support address Sender - Sender address SenderPassword - Sender password Smtp - SMTP address SmtpPort - SMTP port MessageBatchSize - Message batch size MaxBatchDetailSize - Max batch detail size SimplifiedLog - Simplified the Log File MaximumLogStoredDays Number of Maximum Days Log Files will be stored 28

29 Timeout for ADFS Number of timeout time when using ADFS connection (in minutes) Customer to CRM Account Initialization By Phone 3 Enable initialization using Phone #3 and then use Customer to CRM Account Initialization By Account Number Enable initialization using Account Number and then use Click the Save button to save all configuration entered Field Mapping Configuration Open the MiSyncMapping.xml file that is located on the application folder On the mapping element, search for the process that you want to change in the field mapping On the map element, set the entity name in CRM / in the entitydestination and entity source attribute Attribute on the destination element : - name: the field name of entity destination entity - entity: entity name is needed to retrieve from a join - from attribute and to attribute: for the join clause - to value: attribute to use when retrieving from a joined clause - use prefix: specify that the attribute is using prefix (if any) - is key: specify that the attribute is amongst the key field used to determine unique record - show on log: specify that the attribute will be showing on the log below the progress bar - show on result: specify that the attribute will show on the result window after progress is finished / canceled - title: specify that the attribute will be used for the column name used in the result window Attribute on source element : - name: the field name of entity source entity - value: use static value instead of grabbing from data source - operator: operator used for filtering - entity: entity name if needed to be filtering from a join Every sync logic may consists of multiple sync process, this can be defined on the MiSyncMapping.xml file with adding the map element 29

30 Product CRM <> Source Pick the desired CRM and connection from the Source dropdown: Sync based on Currency and Product Level check box This check box will only work on these templates: to CRM: Customer Company to Account to CRM: Customer Individual to Contact to CRM: Item to Product to CRM: Item Sale to Invoice If there is a tick in the checkbox the option is enabled If there is no tick in the checkbox the option is disabled If the option is enabled and you select one of the above templates, the following will occur: to CRM: Customer Company to Account Custom Lists from will be transferred to CRM as Custom Lists. After this, Customers in designated as Companies will be transferred into CRM as Accounts to CRM: Customer Individual to Contact Custom Lists from will transfer to CRM as Custom Lists. After this, Customers in designated as Individuals will be transferred into CRM as Contacts to CRM: Item to Product Custom Lists, Currencies and Warehouses from will be transferred to CRM as Custom Lists, Currencies and Warehouses. After this, Items in will be transferred into CRM as Products 30

31 to CRM: Item Sale to Invoice Tax Codes from will be transferred to CRM as Tax Codes. After this, Invoices in will be transfrerred into CRM as Invoices Templates Pick a template from the Templates list to synchronise the desired entities: CRM to : Service Activity To Activity use this template to transfer Service Activities out of CRM and into as Activity Slips. CRM to : Case to Job use this template to transfer Cases out of CRM and into as Jobs. CRM to : Account To Customer Company use this template to transfer Accounts out of CRM and into as Customers designated as Company. CRM to : Contact To Customer Individual use this template to transfer Contacts out of CRM and into as Customers designated as Individual. CRM to : Resource to Employee use this template to transfer Users out of CRM and into as Employees designated as Individual. Metisc strongly advises that you check with your accountant if this is fine to do so because when new employees are created in they also need a lot of other data, not just the basic CRM user information. CRM to : Invoice to Item Sale use this template to transfer Invoices out of CRM and into as Invoices. CRM to : Payment Receipt to Receive Payments use this template to transfer Payment Receipts out of CRM and into as Received Payments. to CRM: Item to Product use this template to transfer Items out of and into CRM as Products. This template will first synchronise Stock on Hand, Price Lists and Price List Items (Price List 31

32 Items will not be generated if no matching Currency exists between and CRM) from to CRM. After that Products will be transferred. to CRM: Customer Company to Account use this template to transfer Customers in designated as Companies and into CRM as Accounts. to CRM: Customer Individual to Contact use this template to transfer Customers in designated as Individuals and into CRM as Contacts. to CRM: Job to Case use this template to transfer Jobs in and into CRM as Cases. to CRM: Item Sale to Invoice use this template to transfer Invoices in and into CRM as Invoices. to CRM: Item Sale to Quote use this template to transfer Invoices in and into CRM as Quotes. to CRM: Item Sale to Order use this template to transfer Invoices in and into CRM as Orders. to CRM: Activity Slip to Service Appointment use this template to transfer Activity Slips in and into CRM as Service Activities. to CRM: Account to GL Account use this template to transfer GL Accounts in and into CRM as GL Accounts. to CRM: Payment Methods use this template to transfer Payment Methods in and into CRM as Payment Methods. to CRM: Administrative Card to Entity use this template to transfer Currencies, Warehouses, Custom Lists and Tax Codes in and into CRM as Currencies, Warehouses, Custom Lists and Tax Codes. Trial When you run the synchronisation process the first time, the system will show a trial window that will let you run the process on trial for the next 30 days 32

33 Use the continue button to keep using the product on a trial basis Use the register button to register the product and use it in full version Register can also be used for extending the trial version Register When you want to register the product by clicking the register button, the register form will be shown Several information will need to be filled, such as : Serial Number The Serial number that is given by Metisc The serial number will be stored in CRM. (Contact Metisc for further information) Filtering Add filters for CRM to and to CRM data transfers. Add filter for CRM to data transfer Pick a template that transfers data from CRM to and press the Add filter button. The following window will open: 33

34 Enter or load fetch XML. You can load fetch XML file by pressing Load button in File panel. CRM to will automatically mapped all fields from CRM to. Fetch XML Samples You can find the fetch XML samples for all entities in the program s installation folder. CRM Account to Customer If you re using AccountFilteringSample.xml, this is the line you need to change: <condition attribute= name operator= eq value= [Your Account ] /> Change [Your Account ] with full name of account you wish to filter on CRM Contact to Customer If you are using ContactSample.xml, this is the line you need to change: <condition attribute="fullname" operator="eq" value="[your Full ]" /> Change [Your Full ] with full name of contact you wish to filter on CRM Service Activity to Activity If you re using ServiceActivitySample.xml, this is the line you need to change: <condition attribute="subject" operator="eq" value="[your Subject]" /> Change [Your Subject] with subject of service Appointment/Activity you wish to filter on CRM Case to Job If you re using CaseSample.xml, this is the line you need to change: <condition attribute="title" operator="eq" value="[your Title]" /> Change [Your Subject] with subject of case/incident you wish to filter on CRM Resource to Employee If you re using ResourceSample.xml, this is the line you need to change: <condition attribute="name" operator="eq" value="[your Resource ]" /> 34

35 Change [Your Resource ] with name of resource you wish to filter on CRM Invoice to Item Sale If you re using InvoiceSample.xml, this is the line you need to change: <condition attribute="invoicenumber" operator="eq" value="[your Invoice Number]" /> Change [Your Invoice Number] with the Invoice Number you wish to filter on CRM Payment Receipt to Receive Payments If you re using ReceiptFecth.xml, this is the line you need to change: <condition attribute="mcs_receiptnumber" operator="eq" value="[your Receipt Number]" /> Change [Your Receipt Number] with Invoice Number you wish to filter on Advance Find Filtering Advance Find will load from CRM s Saved Views. Press refresh to get list view from CRM. After that, choose view to filter and press Load to get the FetchXML. You can also insert/edit CRM s View by pressing Edit. This will automatically open the Advance Find on your CRM. 35

36 Add filter for to CRM data transfer Pick a template that transfers data from to CRM and press the Add filter button. The following window will open: Configure filtering criteria. Schedule Current Setting Click the Schedule Current Setting button to bring up the following window: Date - pick a date that you want the synchronisation to run on Time - pick a time that you want the synchronisation to run on Day Interval - select the day interval for the program to run in Password - enter a valid password the program will use to log itself in if the user is not logged in Click the Create button to schedule a job. Click the Cancel button to clear the window and close the scheduler. System requirement for Schedule Current Setting : Windows Vista, Windows 7, Windows Server

37 Any scheduled jobs are automatically added on the Windows Task Scheduler. Transferring Data Prior to transferring any data between CRM and, please make sure to do so in the correct order. If you transfer data which relies on data that is not in the destination system, you will get an error. For example, if you want to transfer a Job out of and into CRM as Case, you need to have the Account in CRM to which that Case will belong to. If CRM is the master store of data, use the templates in the following order: CRM to : Account to Customer Company CRM to : Contact to Customer Individual CRM to : Resource to Employee CRM to : Invoice to Item Sale CRM to : Receipt to Receive Payment CRM to : Case to Job CRM to Activities CRM to : Service Activity To Activity If is the master store of data, use the templates in the following order: to CRM: Administrative Card to Entity to CRM: Customer Company to Account to CRM: Customer Individual to Contact to CRM: Account to GL Account to CRM: Payment Methods to CRM: Item to Product to CRM: Item Sale to Order to CRM: Item Sale to Quote to CRM: Item Sale to Invoice to CRM: Job to Case to CRM: Activities to CRM: Activity Slip to Service Appointment 37

38 About This tab displays the version of the program and how to contact Metisc for support. 38

39 How to Run Synchronisations To synchronise data, select a source and template. Then, click the Start button: Once the synchronisation process has started there will be a progress bar visible showing how many records have synchronised as well as the total number of records to be synchronised To stop the process, click the Stop button Validate CRM Config You may check if the CRM connection config of is correct or not before start the sync process by checking Validate CRM config before starting. Log The log files can be found in \\Users\(User)\AppData\Roaming\Metisc\MiSyncfor\LogFil es in your drive system, you must set show hidden files in Folder Option, since the AppData folder is hidden 39

40 Entity and Field Mappings CRM Account and Customer Company Filtering can be defined using CRM Fetch XML syntax Synchronising from CRM to If you don t specify a filter, the program will get all the records which have not been synchronised yet. These are accounts where mcs_customerid field is empty Matching is done by the CRM custom field: mcs_customerid with RecordID in or by During the first insert MiSync for will generate a new CardID in then save the RecordID to mcs_customerid in CRM If mcs_customerid is populated in CRM and the same RecordID is found then an update of the Customer Company will occur If mcs_customerid is not filled in, and same is found in CRM and, an update will occur Entity mapping in CRM: Account, in : Import_Customer_Cards Invoice Delivery defaults to P for Insert Designation is Company if in only the last name field is filled in On SOA, the Tax Code field is mandatory On API, the Price Level will not be carried over Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM is taken from 1: Bill To CRM Display CRM Attribute Field Mapping Display Account name Attribute Notes Customer name CRM to to CRM Last Last Last Account Number Accountnumber Card ID CardIdentification Card ID 1: Type address1_addresstypecode Location 1Location Bill To Type 40

41 1: Street 1 address1_line1 1 Street1 1StreetLine1 1: Street 2 address1_line2 1 Street2 1StreetLine2 1: Street 3 address1_line3 1 Street3 1StreetLine3-1 Bill to Bill to Bill to 1: City address1_city 1 City 1City Bill to City 1: State/Province 1: ZIP/Postal Code 1: Country/Region address1_stateorprovince 1 State 1State Bill to State address1_postalcode 1 Postcode 1PostCode address1_country 1 Country 1Country Main Phone telephone1 1 Phone#1 1Phone1 telephone2 1 Phone#2 1Phone2 telephone3 1 Phone#3 1Phone3 address1_telephone1 1 Phone#1 1Phone1 address1_telephone2 1 Phone#2 1Phone2 address1_telephone3 1 Phone#3 1Phone3 Bill To PostCode Bill To Country Bill To Phone 1 Fax fax 1 Fax 1Fax Bill To Fax 1 Fax address1_fax 1 Fax 1Fax address Web Site websiteurl 1 Website 1Website 2: Type address2_addresstypecode Location 2Location 2: Street 1 address2_line1 2 Street1 2StreetLine1 2: Street 2 address2_line2 2 Street2 2StreetLine2 2: Street 3 address2_line3 2 Street3 2StreetLine3 Bill To Bill To Website Ship To Type - 2 Ship to Ship to Ship to 2: City address2_city 2 City 2City Ship to City 2: State/Province 2: ZIP/Postal Code 2: Country/Region address2_stateorprovince 2 State 2State address2_postalcode 2 Postcode 2PostCode address2_country 2 Country 2Country Main Phone address2_telephone1 2 Phone#1 2Phone1 address2_telephone2 2 Phone#2 2Phone2 address2_telephone3 2 Phone#3 2Phone3 address Ship to State Ship To PostCode Ship To Country Ship To Phone 1 Ship To 2 Fax 2_fax 2 Fax 2Fax Ship To Fax n: Type customeraddress: addresstypecode n: Street 1 customeraddress: line1 Street1 : StreetLine1 Other Other Type

42 n: Street 2 customeraddress: line2 Street2 : StreetLine2 n: Street 3 customeraddress: line3 Street3 : StreetLine3 Other Other n: City customeraddress: city City : City Other City n: State/Province n: ZIP/Postal Code n: Country/Region customeraddress: stateorprovince customeraddress: postalcode State : State Other State Postcode : PostCode Other PostCode customeraddress: country Country : Country Other Country customeraddress: telephone1 customeraddress: telephone2 customeraddress: telephone3 Phone#1 : Phone1 Other Phone 1 Phone#2 Phone#3 : Phone2 : Phone3 n: Fax customeraddress: fax 2 Fax : Fax Other Fax Currency transactioncurrencyid Currency CurrencyCode % Discount for Early Payment % Monthly Charge for Late Payment mcs_discountforearlypayme nt mcs_monthlychargeforlatep ayment % Discount for Early Payment % Monthly Charge for Late Payment EarlyPaymentDiscount Percent LatePaymentChargePer cent Balance Due Days mcs_balanceduedays Balance Due Days BalanceDueDays Discount Days mcs_discountdays Discount Days DiscountDays Customer ID Freight Tax Code mcs_myobcustomerid RecordID CardRecordID mcs_myobfreighttaxcodeid Freight Tax Code FreightTaxCodeID Tax Code mcs_myobtaxcodeid Tax Code TaxCodeID Payment is Due mcs_paymentisdue Payment is Due TermsID Volume Discount % mcs_volumediscount Volume Discount % VolumeDiscount Credit Limit creditlimit Credit Limit CreditLimit Credit Hold credithold Credit Hold OnHold Custom List 1 mcs_customlist1id Custom List 1 CustomList1ID Custom List 2 mcs_customlist2id Custom List 2 CustomList2ID Custom List 3 mcs_customlist3id Custom List 3 CustomList3ID Custom Field 1 mcs_customfield1 Custom Field 1 CustomField1 Custom Field 2 mcs_customfield2 Custom Field 2 CustomField2 Custom Field 3 mcs_customfield3 Custom Field 3 CustomField3 Sales Person mcs_account_mcs_myobsal espersonid Salesperson SalespersonID If CRM currency avail in, will set it. if not will default to AUD mcs_cardtype Accountmcs_ CardType. Customer 42

43 mcs_myobarchived IsInactive IsInactive CRM Display CRM Attribute Field Mapping ( EXO) Attribute Display Account name Notes CRM to to CRM Last Last Account Number Accountnumber AccNo Code 1: Street 1 address1_line1 Line 1 1 1: Street 2 address1_line2 Line 2 2 1: Street 3 address1_line3 Line 2 3 1_postalcode Postal code Post_Code Main Phone telephone1 Phone DirectPhone 1 Fax address1_fax Fax Fax address1 Web Site websiteurl Website Website 2: Street 1 address2_line1 Line 1 DelAddr1 2: Street 2 address2_line2 Line 2 DelAddr2 2: Street 3 address2_line3 Line 3 DelAddr3 Currency Customer ID transactioncurrencyid mcs_myobcustomerid AccNo Credit Limit creditlimit Credit Limit CreditLimit Sales Person mcs_account_mcs_myobsal espersonid SalesNo Bill to Bill to Bill to Bill To Phone 1 Bill To Bill To Website Ship to Ship to Ship to If CRM currency avail in, will set it. if not will default to AUD mcs_cardtype Accountmcs_ CardType. Customer mcs_myobarchived IsActive CRM Display CRM Attribute Field Mapping ( API) Attribute Display Account name Notes Customer name CRM to to CRM 43

44 Last Last Last Account Number Accountnumber Card ID CardIdentification Card ID 1: Type address1_addresstypecode Location 1Location 1: Street 1 address1_line1 1 Street1 1StreetLine1 1: Street 2 address1_line2 1 Street2 1StreetLine2 1: Street 3 address1_line3 1 Street3 1StreetLine3 Bill To Type - 1 Bill to Bill to Bill to 1: City address1_city 1 City 1City Bill to City 1: State/Province 1: ZIP/Postal Code 1: Country/Region address1_stateorprovince 1 State 1State Bill to State address1_postalcode 1 Postcode 1PostCode address1_country 1 Country 1Country Main Phone telephone1 1 Phone#1 1Phone1 telephone2 1 Phone#2 1Phone2 telephone3 1 Phone#3 1Phone3 address1_telephone1 1 Phone#1 1Phone1 address1_telephone2 1 Phone#2 1Phone2 address1_telephone3 1 Phone#3 1Phone3 Bill To PostCode Bill To Country Bill To Phone 1 Fax fax 1 Fax 1Fax Bill To Fax 1 Fax address1_fax 1 Fax 1Fax address Web Site websiteurl 1 Website 1Website 2: Type address2_addresstypecode Location 2Location 2: Street 1 address2_line1 2 Street1 2StreetLine1 2: Street 2 address2_line2 2 Street2 2StreetLine2 2: Street 3 address2_line3 2 Street3 2StreetLine3 Bill To Bill To Website Ship To Type - 2 Ship to Ship to Ship to 2: City address2_city 2 City 2City Ship to City 2: State/Province 2: ZIP/Postal Code 2: Country/Region address2_stateorprovince 2 State 2State address2_postalcode 2 Postcode 2PostCode address2_country 2 Country 2Country Main Phone address2_telephone1 2 Phone#1 2Phone1 address2_telephone2 2 Phone#2 2Phone2 address2_telephone3 2 Phone#3 2Phone3 Ship to State Ship To PostCode Ship To Country Ship To Phone 1 address Ship To 44

45 2 Fax 2_fax 2 Fax 2Fax Ship To Fax n: Type customeraddress: addresstypecode n: Street 1 customeraddress: line1 Street1 : StreetLine1 n: Street 2 customeraddress: line2 Street2 : StreetLine2 n: Street 3 customeraddress: line3 Street3 : StreetLine3 Other Type - 4 Other Other Other n: City customeraddress: city City : City Other City n: State/Province n: ZIP/Postal Code n: Country/Region customeraddress: stateorprovince customeraddress: postalcode State : State Other State Postcode : PostCode Other PostCode customeraddress: country Country : Country Other Country customeraddress: telephone1 customeraddress: telephone2 customeraddress: telephone3 Phone#1 : Phone1 Other Phone 1 Phone#2 Phone#3 : Phone2 : Phone3 n: Fax customeraddress: fax 2 Fax : Fax Other Fax Currency transactioncurrencyid Currency CurrencyCode % Discount for Early Payment % Monthly Charge for Late Payment mcs_discountforearlypayme nt mcs_monthlychargeforlatep ayment % Discount for Early Payment % Monthly Charge for Late Payment EarlyPaymentDiscount Percent LatePaymentChargePer cent Balance Due Days mcs_balanceduedays Balance Due Days BalanceDueDays Discount Days mcs_discountdays Discount Days DiscountDays Customer ID Freight Tax Code mcs_myobcustomerid RecordID CardRecordID mcs_myobfreighttaxcodeid Freight Tax Code FreightTaxCodeID Tax Code mcs_myobtaxcodeid Tax Code TaxCodeID Payment is Due mcs_paymentisdue Payment is Due TermsID Volume Discount % mcs_volumediscount Volume Discount % VolumeDiscount Credit Limit creditlimit Credit Limit CreditLimit Credit Hold credithold Credit Hold OnHold Credit Available mcs_creditavailable Credit Available CreditAvailable Credit Past Due mcs_creditpastdue Credit Past Due CreditPastDue ABN mcs_abn ABN ABN ABN Branch mcs_abnbranch ABN Branch ABNBranch Current Balance mcs_currentbalance Current Balance CurrentBalance Sales mcs_account_mcs_myobsal Salesperson SalespersonID If CRM currency avail in, will set it. if not will default to AUD 45

46 Person espersonid mcs_cardtype Accountmcs_ CardType. Customer mcs_myobarchived IsInactive IsInactive CRM Contact and Customer Individual Processing is similar to CRM Account processing with the exception of field mapping Filtering can be defined using CRM Fetch XML syntax Synchronising from CRM to If you don t specify a filter, the program will get all the records which have not been synchronised yet. These are contacts where mcs_customerid field is empty Matching is done by the CRM custom field: mcs_customerid with RecordID in or by During the first insert MiSync for will generate a new CardID in then save the RecordID to mcs_customerid in CRM If mcs_customerid is populated in CRM and the same RecordID is found then an update of the Customer Individual will occur If mcs_customerid is not filled in, and same is found in CRM and, an update will occur Entity mapping in CRM: Contact, in : Import_Customer_Cards Invoice Delivery defaults to P for Insert Designation is Individual if in firstname and lastname fields are filled in On SOA, the Tax Code field is mandatory On API, the Price Level will not be carried over Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM Billing is taken from 1: Bill To Shipping is taken from 2 : Ship To Field Mapping 46

47 CRM Display CRM Attribute Display First firstname First First Last lastname Last Last Attribute Account Number mcs_accountnumber Card ID CardIdentification Card ID 1: Type of address1_addresstypecode Location 1Location Type 1: Street 1 address1_line1 1 Street1 1StreetLine1 Bill to 1: Street 2 address1_line2 1 Street2 1StreetLine2 Bill to 1: Street 3 address1_line3 1 Street3 1StreetLine3 Bill to 1: City address1_city 1 City 1City Bill to City 1: State/Province address1_stateorprovince 1 State 1State Bill to State 1: Bill To address1_postalcode 1 Postcode 1PostCode ZIP/Postal Code PostCode 1: Bill To address1_country 1 Country 1Country Country/Region Country 1: Business Bill to telephone1 1 Phone#1 1Phone1 Phone Phone #1 1: Home Bill to telephone2 1 Phone#2 1Phone2 Phone Phone #2 1: Mobile Bill to mobilephone 1 Phone#3 1Phone3 Phone Phone #3 1: Fax fax 1 Fax 1Fax Bill to Fax 1: address Bill to 1: Web Site websiteurl 1 Website 1WWW Bill to Website 1: Bill to salutation 1 Salutation 1Salutation Salutation Salutation 2: Type address2_addresstypecode Location 2Location 2: Street 1 address2_line1 2 Street1 2StreetLine1 Ship to 2: Street 2 address2_line2 2 Street2 2StreetLine2 Ship to 2: Street 3 address2_line3 2 Street3 2StreetLine3 Ship to 2: City address2_city 2 City 2City Ship to City 2: Ship to address2_stateorprovince 2 State 2State State/Province State 2: Ship To address2_postalcode 2 Postcode 2PostCode ZIP/Postal Code PostCode 2: Ship To address2_country 2 Country 2Country Country/Region Country 2: Business Ship to address2_telephone1 2 Phone#1 2Phone1 Phone Phone #1 2: Home Ship to address2_telephone2 2 Phone#2 2Phone2 Phone Phone #2 2: Mobile Ship to address2_telephone3 2 Phone#3 2Phone3 Phone Phone #3 2: address Ship to n: Type Contact_Customer: addresstypecode Other Type - 4 n: Street 1 Contact_Customer: Other Street1 : StreetLine1 line1 n: Street 2 Contact_Customer: Other Street2 : StreetLine2 line2 Notes CRM to to CRM 47

48 n: Street 3 Contact_Customer: Other Street3 : StreetLine3 line3 n: City Contact_Customer: city City : City Other City n: Contact_Customer: State/Province stateorprovince State : State Other State n: Contact_Customer: Other Postcode : PostCode ZIP/Postal Code postalcode PostCode n: Contact_Customer: Country/Region country Country : Country Other Country Contact_Customer: telephone1 Phone#1 : Phone1 Other Phone 1 Contact_Customer: telephone2 Phone#2 : Phone2 Contact_Customer: telephone3 Phone#3 : Phone3 n: Fax Contact_Customer: fax 2 Fax : Fax Other Fax Currency transactioncurrencyid Currency CurrencyCode % Discount for Early Payment mcs_discountforearlypaym ent % Discount for Early Payment EarlyPaymentDiscountPer cent % Monthly Charge for Late Payment mcs_monthlychargeforlate payment % Monthly Charge for Late Payment LatePaymentChargePerce nt Balance Due Days mcs_balanceduedays Balance Due Days BalanceDueDays Discount Days mcs_discountdays Discount Days DiscountDays Customer ID mcs_myobcustomerid RecordID CardRecordID Freight Tax Code mcs_myobfreighttaxcodeid Freight Tax Code FreightTaxCodeID Tax Code mcs_myobtaxcodeid Tax Code TaxCodeID Payment is Due mcs_paymentisdue Payment is Due TermsID Volume Discount % mcs_volumediscount Volume Discount % VolumeDiscount Credit Limit creditlimit Credit Limit CreditLimit Credit Hold credithold Credit Hold OnHold Custom List 1 mcs_customlist1id Custom List 1 CustomList1ID Custom List 2 mcs_customlist2id Custom List 2 CustomList2ID Custom List 3 mcs_customlist3id Custom List 3 CustomList3ID Custom Field 1 mcs_customfield1 Custom Field 1 CustomField1 Custom Field 2 mcs_customfield2 Custom Field 2 CustomField2 Custom Field 3 mcs_customfield3 Custom Field 3 CustomField3 Sales Person mcs_contact_myobsalesper sonid Salesperson SalespersonID Default Price Level Id mcs_myobarchived IsInactive IsInactive defaultpricelevelid Price Level Id PriceLevelID InvoiceDelivery InvoiceDelivery P = To be Printed Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes CRM to to CRM mcs_customerid SeqNo First First First First Last Last Last Last ParentCustomerId Company_AccNo 48

49 1: Street 1 1_Line1 Line 1 1 Bill to 1: Street 2 1_Line2 Line 2 2 Bill to 1: Street 3 1_Line3 Line 3 3 Bill to 1: Bill To 1_PostalCode Postal code Post_Code ZIP/Postal Code PostCode 1: Business Bill to 1_Telephone1 Phone DirectPhone Phone Phone #1 1: Home Bill to 1_Telephone2 Home Phone HomePhone Phone Phone #2 1: Mobile Bill to 1_Telephone3 Mobile Mobile Phone Phone #3 1: Fax 1_Fax Fax DirectFax Bill to Fax 1: Business Bill to Telephone1 Phone DirectPhone Phone Phone #1 1: Home Bill to Telephone2 Home Phone HomePhone Phone Phone #2 1: Mobile Bill to MobilePhone Mobile Mobile Phone Phone #3 1: Fax Fax Fax DirectFax Bill to Fax 1: Bill to JobTitle Title Title 1: Bill to Salutation Salutation Salutation Salutation Salutation 2: Street 1 2_Line1 Line 1 DelAddr1 Ship to 2: Street 2 2_Line2 Line 2 DelAddr2 Ship to 2: Street 3 2_Line3 Line 3 DelAddr3 Ship to 2: Ship To 2_PostalCode Postal code Post_Code ZIP/Postal Code PostCode 2: Business Ship to 2_Telephone1 Phone Phone Phone Phone #1 2: Home Ship to 2_Telephone2 Home Phone HomePhone Phone Phone #2 2: Mobile Ship to 2_Telephone3 Mobile Mobile Phone Phone #3 2: Fax 2_Fax Fax DirectFax Ship to Fax 2: Ship to Currency transactioncurrencyid Currency CurrencyCode AUD Sales Person mcs_contact_salesp ersonid SalesNo CRM Display mcs_archived CRM Attribute IsActive Field Mapping ( EXO) Display First firstname First First Last lastname Last Last Attribute Account Number mcs_accountnumber Card ID CardIdentification Card ID 1: Type of address1_addresstypecode Location 1Location Type 1: Street 1 address1_line1 1 Street1 1StreetLine1 Bill to 1: Street 2 address1_line2 1 Street2 1StreetLine2 Bill to Notes CRM to to CRM 49

50 1: Street 3 address1_line3 1 Street3 1StreetLine3 Bill to 1: City address1_city 1 City 1City Bill to City 1: State/Province address1_stateorprovince 1 State 1State Bill to State 1: Bill To address1_postalcode 1 Postcode 1PostCode ZIP/Postal Code PostCode 1: Bill To address1_country 1 Country 1Country Country/Region Country 1: Business Bill to telephone1 1 Phone#1 1Phone1 Phone Phone #1 1: Home Bill to telephone2 1 Phone#2 1Phone2 Phone Phone #2 1: Mobile Bill to mobilephone 1 Phone#3 1Phone3 Phone Phone #3 1: Fax fax 1 Fax 1Fax Bill to Fax 1: address Bill to 1: Web Site websiteurl 1 Website 1WWW Bill to Website 1: Bill to salutation 1 Salutation 1Salutation Salutation Salutation 2: Type address2_addresstypecode Location 2Location 2: Street 1 address2_line1 2 Street1 2StreetLine1 Ship to 2: Street 2 address2_line2 2 Street2 2StreetLine2 Ship to 2: Street 3 address2_line3 2 Street3 2StreetLine3 Ship to 2: City address2_city 2 City 2City Ship to City 2: Ship to address2_stateorprovince 2 State 2State State/Province State 2: Ship To address2_postalcode 2 Postcode 2PostCode ZIP/Postal Code PostCode 2: Ship To address2_country 2 Country 2Country Country/Region Country 2: Business Ship to address2_telephone1 2 Phone#1 2Phone1 Phone Phone #1 2: Home Ship to address2_telephone2 2 Phone#2 2Phone2 Phone Phone #2 2: Mobile Ship to address2_telephone3 2 Phone#3 2Phone3 Phone Phone #3 2: address Ship to n: Type Contact_Customer: addresstypecode Other Type - 4 n: Street 1 Contact_Customer: Other Street1 : StreetLine1 line1 n: Street 2 Contact_Customer: Other Street2 : StreetLine2 line2 n: Street 3 Contact_Customer: Other Street3 : StreetLine3 line3 n: City Contact_Customer: city City : City Other City n: Contact_Customer: State/Province stateorprovince State : State Other State n: Contact_Customer: Other Postcode : PostCode ZIP/Postal Code postalcode PostCode n: Contact_Customer: Country/Region country Country : Country Other Country Contact_Customer: telephone1 Phone#1 : Phone1 Other Phone 1 50