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: [email protected] 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 [email protected] 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

51 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 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 CRM Case and Job The 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 Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM CRM Display CRM Attribute Field Mapping Display Attribute Case Number ticketnumber JobNumber JobNumber Job Number mcs_jobnumber JobNumber JobNumber Notes In Job number will be filled in by Case Number without a dash This will be sync only if CRM to to CRM 51

52 Job ID mcs_jobid JobID Title title Job Job Description description Description JobDescription Incident - Customer Id customerid Customer CustomerID Start Date mcs_startdate Start Date StartDate Finish Date mcs_finishdate Finish Date FinishDate Status statuscode Inactive Job InactiveJob CRM Display CRM Attribute Is Header IsHeader Field Mapping ( API) Display Attribute Case Number ticketnumber JobNumber JobNumber Job Number mcs_jobnumber JobNumber JobNumber Job ID mcs_jobid JobID Title title Job Job Description description Description JobDescription Incident - Customer Id customerid Customer CustomerID Start Date mcs_startdate Start Date StartDate Finish Date mcs_finishdate Finish Date FinishDate Job Number not empty CustomerID will be filled in by CardId of the Customer, which his/her last name equals to CRM Account or Contact Last Statuscode 5 or 6 for InactiveJob Y Header set to D : Detail. IsHeader = False Notes In Job number will be filled in by Case Number without a dash CustomerID will be filled in by CardId of the Customer, which his/her last name equals to CRM Account or Contact Last CRM to to CRM 52

53 CRM Activities and Activities The filtering can be defined using CRM Fetch XML syntax Synchronising from CRM to Matching is done by the CRM custom field: mcs_myobactivityid with ActivitiyId in If you don t specify a filter, the program will get all the records Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM Data from comes from Activities Field Mapping CRM Display Display CRM Attribute Attribute Activity ID Mcs_myobactivityid Not Displayed ActivityID Activity Mcs_activityname Activity Activity Activity Number Mcs_activitynumber Activity ID ActivityNumber Description Mcs_activitydescription Description ActivityDescription Use Description Mcs_usedescription Use Description UseDescriptionOnSale Is Hourly Mcs_ishourly Is Hourly IsHourly Is Chargeable Mcs_ischargeable Is Chargeable IsChargeable Billing Rate Mcs_billingrateusedid Billing Rate BillingRateUsedId Activity Rate Mcs_activityrate Activity Rate ActivityRate Income Account Mcs_myobincomeaccountid Income Account IncomeAccount Tax Code Mcs_taxcodeid Tax Code TaxCode Sell Unit Measure Mcs_sellunitmeasure Sell Unit Measure SellUnitMeasure Is Inactive Mcs_isinactive Is Inactive IsInactive Notes CRM to to CRM CRM Service Activity and Activity Slip The filtering can be defined using CRM Fetch XML syntax Synchronising from CRM to Matching is done by the CRM custom field: mcs_myobactivityslipnumber with SlipID in SlipID in is auto generated when synchronising from CRM to 53

54 If you don t specify a filter, the program will get all the records which have not been synchronised yet. These are service activities where mcs_activityslipnumber field is empty Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM Data from comes from Activity Slips, Customers, Employees and Activities If Subject field is empty in CRM, it will be filled with [Customer Full ] [Activity] CRM Display Activity Slip Number CRM Attribute mcs_myobactivityslipnumb er Field Mapping Display Attribute SlipID SlipID Regarding regardingobjectid Job JobID Staff Resources mcs_staffid mcs_employee_serviceappo intment mcs_employeenumber resources Employee EmployeeSupplierID Customers customers Customer CustomerID Activity mcs_activityid Activity Activity Service serviceid Activity ActivityID Scheduled Duration scheduleddurationminutes Duration Duration Scheduled Start scheduledstart StartTime & SlipDate StartDateTime Scheduled End scheduledend StopTime FinishDateTime Description Description Notes Notes Subject Subject Description Description Notes RegardingObj ectid linked to Case.Ticket Number Will be retrieved from the Staff entity (mcs_employe e) to get the CRM User Will get from Customer by Will get from Activity by CRM to to CRM CRM Invoices and Item Sales The filtering can be defined using CRM Fetch XML syntax 54

55 Invoice Number is auto generated, written in and saved to CRM Synchronising from CRM to When an invoice is synchronised to CRM, it is updated with an ID that is generated by. This provides a link back to and is also used to indicate that an invoice has been processed No matching occurs If you don t specify a filter, the program will get all the records which have not been synchronised yet. These are invoices where mcs_externalaccountsystem field is empty The current default filter is: by Invoice ID, the program will query CRM to get all the fields All cancelled invoices cannot be sync due to limitation to which does not allow status changes. All CRM invoices will be transferred to Sales using Service types. This does not apply to MiSync for Premium. CRM invoices that uses Product will be needed to fill in the Bank Account since it will be transferred to as Service types. This does not apply to MiSync for Premium. Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM. Data from comes from Sales, Currencies, Customers, es The program will only get Invoice Status not of Q (Quote) and OR (Order) MiSync for will try and get records by InvoiceNumber in CRM. If it is present, an update will occur. If it is not present a new record will be created Checkbox will do the checking process for deleting the invoice that exists in CRM but not in All Sales will be created in CRM as Write-In Product. This does not apply to MiSync for Premium. All Sales with Item Types will be synchronised to CRM with a default Bank Account filled in since it will be a Write-In types in CRM. This does not apply to MiSync for Premium. On API process, the amount may be different as default Invoice in CRM only hold 2 decimals while in API can hold many. 55

56 CRM Display Transaction Currency Id Default Price List name Field Mapping CRM Attribute Display Attribute Notes InvoiceNumber & Customer InvoiceNumber & Customer transactioncurrencyid CurrencyID CurrencyID pricelevelid Invoice Date mcs_invoicedate InvoiceDate InvoiceDate Promised Date mcs_promiseddate PromisedDate PromisedDate Invoice Number mcs_myobinvoicenumber InvoiceNumber InvoiceNumber External Account mcs_externalaccountsystem SaleID (prefix) + SaleID System Shipping Method shippingmethodcode ShipVia ShipVia Customer Customer customerid customerid CoLast First CoLast CoLast First CoLast Cost Centre ID mcs_costcentreid Category CostCentre Ship To shipto_name ShipToLine1 ShipTo Line1 Ship To Street 1 shipto_line1 ShipToLine2 ShipTo Line2 Ship To Street 2 shipto_line2 ShipToLine3 ShipTo Line3 Ship To Street 3 shipto_line3 ShipToLine4 ShipTo Line4 Ship To State/Province shipto_stateorprovince ShipToState ShipToState Ship To ZIP/Postal shipto_postalcode ShipToPostCode ShipToPostCode Code Ship To Country/Regi shipto_country ShipToCountry ShipToCountry on Ship To Phone shipto_telephone ShipToPhone1 ShipToPhone1 Ship To Fax shipto_fax ShipToFax ShipToFax Bill To Street 1 billto_line1 BillTo1 BillTo Line1 Bill To Street 2 billto_line2 BillTo2 BillTo Line2 Bill To Street 3 billto_line3 BillTo3 BillTo Line3 Bill To City billto_city BillToCity BillToCity Bill To State/Province billto_stateorprovince BillToState BillToState Bill To ZIP/Postal billto_postalcode BillToPostCode BillToPostCode Retrieve Crm Price Level based on CurrencyI d See notes on invoice number If CustomerI D is account If CustomerI D is contact CRM to to CRM 56

57 Code Bill To Country/Regi billto_country BillToCountry BillToCountry on Bill To Phone billto_telephone BillToPhone1 BillToPhone1 Bill To Fax billto_fax BillToFax BillToFax Freight Tax Inclusive Freight freightamount Amount Amount TaxInclusiveFreight freightamount_base TaxInclusiveFreight, TaxExclusiveFreight Freight Tax mcs_freighttax TaxInclusiveFreight - TaxExclusiveFreight Description description Memo Memo Freight Tax mcs_myobfreighttaxcodeid FreightTaxCode FreightTaxCodeID Code Purchase Order # Owner Promised Date Payment is Due Discount Days Balance Due Days % Discount for Early Payment % Monthly Charge for Late Payment Tracking Number Sales Person Sales Order Id Exchange Rate CRM Display Transaction Currency Id Exchange Rate mcs_purchaseorder CustomerPONumber CustomerPONumber ownerid SalespersonFirst SalespersonLast SalespersonFirst SalespersonLast mcs_promiseddate ShippingDate ShippingDate mcs_paymentisdue TermsOfPaymentID TermsOfPaymentID mcs_discountdays DiscountDays DiscountDays mcs_balanceduedays BalanceDueDays BalanceDueDays mcs_discountforearlypayment mcs_monthlychargeforlatepay ment EarlyPaymentDiscount Percent LatePaymentChargePer cent mcs_trackingnumber Comment Comment mcs_invoice_mcs_myobsalespe rsonid salesorderid Salesperson EarlyPaymentDiscountPer cent LatePaymentChargePerce nt SalespersonID Tracking Number CRM SalesOrde r which its mcs_exter nalaccoun tsystem equals to SaleId Sale Status SaleStatus I totaltax_base GST Amount GSTAmount exchangerate Transaction Exchange Rate TransactionExchangeRate discountpercentage Discount Percentage PercentDiscount Field Mapping ( EXO) CRM Attribute Display Attribute Notes mcs_externalaccountsystem InvoiceNumber InvoiceNumber & Customer SeqNo InvNo TransactionCurrencyId CurrencyID CurrencyID ExchangeRate Transaction Exchange Rate TransactionExchangeRate CRM to 57 to CRM

58 Default Price List Invoice Number Customer Ship To Street 1 Ship To Street 2 Ship To Street 3 Purchase Order # Sales Person CRM Display Transaction Currency Id Default Price List PriceLevelId Price1 Price1 mcs_invoicenumber InvNo InvNo Customerid AccNo ShipTo_Line1 Line 1 DelivAddr1 ShipTo_Line2 Line 2 DelivAddr2 ShipTo_Line3 Line 3 DelivAddr3 DueDate mcs_invoicedate mcs_purchaseorder mcs_invoice_salesperso nid mcs_archived name DueDate TransDate CustOrderNo SalesNo Field Mapping ( API) Retrieve Crm Price Level based on CurrencyI d See notes on invoice number If CustomerI D is contact CRM Attribute Display Attribute Notes InvoiceNumber & Customer InvoiceNumber & Customer transactioncurrencyid CurrencyID CurrencyID pricelevelid Invoice Date mcs_invoicedate InvoiceDate InvoiceDate Promised Date mcs_promiseddate PromisedDate PromisedDate Invoice Number mcs_myobinvoicenumber InvoiceNumber InvoiceNumber External Account mcs_externalaccountsystem SaleID (prefix) + SaleID System Customer Customer customerid customerid CoLast First CoLast CoLast First CoLast Cost Centre ID mcs_costcentreid Category CostCentre Ship To shipto_name ShipToLine1 ShipTo Line1 Ship To Street 1 shipto_line1 ShipToLine2 ShipTo Line2 Ship To Street shipto_line2 ShipToLine3 ShipTo Line3 Retrieve Crm Price Level based on CurrencyI d See notes on invoice number If CustomerI D is account If CustomerI D is contact CRM to to CRM 58

59 2 Ship To Street 3 shipto_line3 ShipToLine4 ShipTo Line4 Ship To State/Province shipto_stateorprovince ShipToState ShipToState Ship To ZIP/Postal shipto_postalcode ShipToPostCode ShipToPostCode Code Ship To Country/Regi shipto_country ShipToCountry ShipToCountry on Ship To Phone shipto_telephone ShipToPhone1 ShipToPhone1 Ship To Fax shipto_fax ShipToFax ShipToFax Bill To Street 1 billto_line1 BillTo1 BillTo Line1 Bill To Street 2 billto_line2 BillTo2 BillTo Line2 Bill To Street 3 billto_line3 BillTo3 BillTo Line3 Bill To City billto_city BillToCity BillToCity Bill To State/Province billto_stateorprovince BillToState BillToState Bill To ZIP/Postal billto_postalcode BillToPostCode BillToPostCode Code Bill To Country/Regi billto_country BillToCountry BillToCountry on Bill To Phone billto_telephone BillToPhone1 BillToPhone1 Bill To Fax billto_fax BillToFax BillToFax Freight Tax Inclusive Freight freightamount Amount Amount TaxInclusiveFreight freightamount_base TaxInclusiveFreight, TaxExclusiveFreight Freight Tax mcs_freighttax TaxInclusiveFreight - TaxExclusiveFreight Description description Memo Memo Freight Tax mcs_myobfreighttaxcodeid FreightTaxCode FreightTaxCodeID Code Purchase Order # Owner Promised Date Payment is Due Discount Days Balance Due Days % Discount for Early Payment % Monthly Charge for Late Payment Tracking Number Sales Person mcs_purchaseorder CustomerPONumber CustomerPONumber ownerid SalespersonFirst SalespersonLast SalespersonFirst SalespersonLast mcs_promiseddate ShippingDate ShippingDate mcs_paymentisdue TermsOfPaymentID TermsOfPaymentID mcs_discountdays DiscountDays DiscountDays mcs_balanceduedays BalanceDueDays BalanceDueDays mcs_discountforearlypayment mcs_monthlychargeforlatepay ment EarlyPaymentDiscount Percent LatePaymentChargePer cent mcs_trackingnumber Comment Comment mcs_invoice_mcs_myobsalespe rsonid Salesperson EarlyPaymentDiscountPer cent LatePaymentChargePerce nt SalespersonID Tracking Number 59

60 Sales Order Id Exchange Rate salesorderid CRM SalesOrde r which its mcs_exter nalaccoun tsystem equals to SaleId Sale Status SaleStatus I totaltax_base GST Amount GSTAmount exchangerate Transaction Exchange Rate TransactionExchangeRate discountpercentage Discount Percentage PercentDiscount CRM Invoice Product and Item Sales Line Synchronising from CRM to (during synchronisation of an Invoice) Each CRM product code must exist in as an Item. An error will be displayed if this is not the case Synchronising from to CRM (during synchronisation of an Invoice) CRM invoice is updated with the Sales ID after invoice has been created in CRM invoice must be active otherwise update of invoice causes an error Note: fully paying an invoice will make an invoice inactive CRM Display Existing Product Price Per Unit CRM Attribute Display Field Mapping Attribute productid Item Number ItemNumber priceperunit TaxExclusiveUnitPrice TaxExclusiveUnitPrice priceperunit + (tax/quantity) TaxInclusiveUnitPrice TaxInclusiveUnitPrice Warehouse Location mcs_warehouselocation Location Location Quantity quantity Quantity Quantity (TaxExclusiveUnitPrice Manual manualdiscountamount * Quantity) - Discount TaxExclusiveTotal Manual mcs_manualdiscountpercentage Discount Discount Discount % Manual Discount manualdiscountamount Discount Discount (quantity * priceperunit) - manualdiscountamount Total Tax Exclusive TaxExclusiveTotal Notes CRM to to CRM 60

61 Tax Tax Code Extended Amount CRM Display tax TaxInclusiveTotal - TaxExclusiveTotal mcs_myobtaxcodeid TaxCodeID TaxCodeID extendedamount IncTaxTotal TaxInclusiveTotal ispriceoverriden CRM Attribute LineItemNumber InvoiceId QuantityBackordered Field Mapping ( EXO) Display Attribute SeqNo Hdr_SeqNo BkOrdQty UomId Item.Pack Existing Product Productid Stock Code StockCode Price Per Unit UnitPrice Quantity Quantity Quantity Quantity Manual (Quantity * UnitPrice * ManualDiscountAmount Discount Discount Discount) / 100 ProductDescription Description Description Extended Amount ExtendedAmount LineTotal_IncTax Tax Tax LineTotal_Tax CRM Display Existing Product Price Per Unit TaxInclusiveTotal mcs_taxcodeid CRM Attribute TaxInc TaxRate_No Field Mapping ( API) Display Attribute productid Item Number ItemNumber priceperunit TaxExclusiveUnitPrice TaxExclusiveUnitPrice priceperunit + (tax/quantity) TaxInclusiveUnitPrice TaxInclusiveUnitPrice Quantity quantity Quantity Quantity Manual Discount Manual Discount % Manual Discount Tax Tax Code Extended Amount manualdiscountamount mcs_manualdiscountpercentage Discount Discount manualdiscountamount Discount Discount (quantity * priceperunit) - manualdiscountamount tax Total Tax Exclusive (TaxExclusiveUnitPrice * Quantity) - TaxExclusiveTotal TaxExclusiveTotal TaxInclusiveTotal - TaxExclusiveTotal mcs_myobtaxcodeid TaxCodeID TaxCodeID extendedamount IncTaxTotal TaxInclusiveTotal ispriceoverriden False if CRM Product Price Level equals TaxExclusiveUnitPrice. Notes Notes False if CRM Product Price Level equals TaxExclusiveUnitPrice. CRM to CRM to to CRM to CRM 61

62 CRM Order and Item Sales Synchronising from CRM to When an order is synchronised to CRM, it is updated with an ID that is generated by. This provides a link back to and is also used to indicate that an invoice has been processed No matching on occurs If you don t specify a filter, the program will get all the records which have not been synchronised yet. These are invoices where mcs_externalaccountsystem field is empty The current default filter is: by Invoice ID, the program will query CRM to get all the fields Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM. Data from comes from Sales, Currencies, Customers, es The program will only get Invoice Status OR (Order) MiSync for will try and get records by Order Number in CRM. If it is present, an update will occur. If it is not present a new record will be created Checkbox will do the checking process for deleting the order that exists in CRM but not in Field Mapping CRM Display CRM Attribute Display Attribute Notes CRM to name InvoiceNumber & InvoiceNumber Customer Customer Order Date mcs_orderdate InvoiceDate InvoiceDate to CRM Order Number mcs_myobordernumber InvoiceNumber InvoiceNumber If mcs_myoborder number is not null or empty ordernumber InvoiceNumber InvoiceNumber If mcs_myoborder number is null or empty requestdeliveryby PromisedDate PromisedDate Request Delivery Date External Account mcs_externalaccountsys SaleID (prefix) + SaleID System tem Order Date mcs_orderdate SaleDate SaleDate Shipping Method shippingmethodcode ShipVia ShipVia Customer Customer salesorder.customerid.n ame salesorder.customerid.n ame Last Last If CustomerID is account First First If CustomerID Last Last is contact Customer Id customerid (prefix) + If CustomerID 62

63 CustomerRecordID is account then customerid is account.id while if it is contact then customerid is contact.id Cost Centre ID mcs_costcentreid Category CostCentre Account Number accountnumber CardID CardID If CustomerID Contact is account address1 CardID CardID If CustomerID is contact. Get the hashcode of the contact s address. Ship To shipto_name ShipToLine1 ShipToLine1 Ship To Street 1 shipto_line1 ShipToLine2 ShipToLine2 Ship To Street 2 shipto_line2 ShipToLine3 ShipToLine3 Ship To Street 3 shipto_line3 ShipToLine4 ShipToLine4 Ship To shipto_stateorprovince ShipToState ShipToState State/Province Ship To ZIP/Postal shipto_postalcode ShipToPostCode ShipToPostCode Code Ship To shipto_country ShipToCountry ShipToCountry Country/Region Ship To Phone shipto_telephone ShipToPhone1 ShipToPhone1 Ship To Fax shipto_fax ShipToFax ShipToFax Bill To Street 1 billto_line1 BillTo1 BillTo StreetLine1 Bill To Street 2 billto_line2 BillTo2 BillTo StreetLine2 Bill To Street 3 billto_line3 BillTo3 BillTo StreetLine3 Bill To City billto_city BillToCity BillTo City Bill To billto_stateorprovince BillToState BillTo State State/Province Bill To ZIP/Postal billto_postalcode BillToPostCode BillTo PostCode Code Bill To billto_country BillToCountry BillTo Country Country/Region Bill To Phone billto_telephone BillToPhone1 BillTo Phone1 Bill To Fax billto_fax BillToFax BillTo Fax Order Discount Amount discountamount Total Discount TotalDiscounts discountpercentage Percent Discount PercentDiscount Freight Amount freightamount Freight TaxInclusiveFreight Freight Tax freightamount_base Freight TaxInclusiveFreightAmo unt, TaxExclusiveFreightAm ount mcs_freighttax TaxInclusiveFreight - TaxExclusiveFreight totaltax_base GST Amount GSTAmount Description description Memo Memo Freight mcs_myobfreighttaxcod FreightTaxCode FreightTaxCodeID Tax Code eid Purchase Order # mcs_purchaseorder CustomerPONumber CustomerPONumber Owner ownerid SalespersonFirst SalespersonLast SalespersonFirst SalespersonLast Promised mcs_promiseddate ShippingDate ShippingDate Date Tracking Number mcs_trackingnumber Comment Comment Tracking Number 63

64 Sales mcs_order_myobsalesp Sales Person ID SalesPersonID Person ersonid Currency Id transactioncurrencyid CurrencyCode CurrencyCode Price Level Id pricelevelid CurrencyCode CurrencyCode Set to CRM pricelevelid where its transactioncurre ncyid equals to the related CRM currencyid of CurrencyCode mcs_myobarchived Set to false SaleStatus SaleStatus O Exchange Rate exchangerate Exchange Rate TransactionExchangeRat e Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes CRM to InvoiceNumber & Customer Order Date mcs_orderdate OrderDate OrderDate InvoiceNumber Customer to CRM Order Number mcs_ordernum ber InvoiceNumber InvoiceNumber If mcs_myoborder number is not null or empty OrderNumber InvoiceNumber InvoiceNumber If mcs_myoborder number is null or empty External Account mcs_externalaccounts SaleID (prefix) + SaleID System ystem Customer Id CustomerId (prefix) + CustomerRecordID Ship To Street 1 ShipTo_Line1 1 1 Ship To Street 2 ShipTo_Line2 2 2 Ship To Street 3 ShipTo_Line3 3 3 Order Discount Amount discountamount Total Discount TotalDiscounts discountpercentage Percent Discount PercentDiscount totaltax_base GST Amount GSTAmount Description description Memo Memo Freight mcs_myobfreighttaxcod FreightTaxCode FreightTaxCodeID Tax Code eid Purchase Order # mcs_purchaseorder CustOrderNo CustOrderNo Sales mcs_order_sale Sales Person ID SalesPersonID Person spersonid Currency Id TransactionCurrencyId CurrCode CurrCode If CustomerID is account then customerid is account.id while if it is contact then customerid is contact.id Price Level Id PriceLevelId CurrCode CurrCode Set to CRM pricelevelid where its transactioncurre ncyid equals to the related 64

65 mcs_myobarchived SaleStatus SaleStatus O Exchange Rate exchangerate Exchange Rate TransactionExchangeRat e CRM currencyid of CurrencyCode Set to false CRM Order Product and Item Sales Line Synchronising from CRM to (during synchronisation of an Order) Each CRM product code must exist in as an Item. An error is displayed if this is not the case Synchronising from to CRM (during synchronisation of an Invoice) CRM Order is updated with the Sales ID after Order has been created in CRM Order must be active otherwise update of Order causes an error Field Mapping CRM Display CRM Attribute Display Attribute Notes CRM to Existing Product productid ItemNumber ItemNumber Price Per Unit priceperunit TaxExclusiveUnitPrice TaxExclusiveUnitPrice priceperunit + TaxInclusiveUnitPrice TaxInclusiveUnitPrice (tax/quantity) Warehouse Location mcs_warehouselocation Location Location Quantity quantity Quantity Quantity Extended Amount extendedamount TaxInclusiveTotal TaxInclusiveTotal quantity * priceperunit TaxExclusiveTotal TaxExclusiveTotal Manual Discount manualdiscountamount (TaxExclusiveUnitPrice * Quantity) - TaxExclusiveTotal Manual Discount manualdiscountamount Discount Discount Manual Discount mcs_manualdiscountperce Discount Discount % ntage Tax tax TaxBasisAmount TaxInclusiveTotal - TaxExclusiveTotal Tax Code mcs_myobtaxcodeid TaxCode TaxCode ispriceoverriden False if CRM Product Price Level equals to CRM 65

66 TaxExclu siveunitp rice. CRM Display Field Mapping ( EXO) CRM Attribute Display Attribute Notes CRM to LineItemNumber SeqNo Existing Product ProductId ItemNumber ItemNumber IsProductOverridden UoMId Product Number ProductNumber Item Number ItemNumber Price Per Unit PricePerUnit UnitPrice UnitPrice Quantity Quantity Quantity Quantity Extended Amount ExtendedAmount LineTotal * (1 + TaxRate/100) Manual Discount ManualDiscountAmount Discount Discount Manual Discount ManualDiscountAmount (Quantity * UnitPrice * Discount /100) Tax Tax TaxBasisAmount LineTotal * (TaxRate/100) Tax Code mcs_taxcodeid TaxRate_No TaxRate_No IsPriceOverriden False if CRM Product Price Level equals TaxExclu siveunitp rice. to CRM CRM Quote and Item Sales The filtering can be defined using CRM Fetch XML syntax Invoice Number is auto generated, written to and saved to CRM Synchronising from CRM to When a Quote is synchronised to CRM, it is updated with an ID that is generated by. This provides a link back to and is also used to indicate that a Quote has been processed No matching on occurs If you don t specify a filter, the program will get all the records which have not been synchronised yet. These are Quotes where mcs_externalaccountsystem field is empty The current default filter is: by Quote ID, the program will query CRM to get all the fields Synchronising from to CRM 66

67 Unless a filter is supplied, MiSync for will process all records from to CRM. Data from comes from Sales, Currencies, Customers, es The program will only get Invoice Status Q (Quote) MiSync for will try and get records by QuoteNumber in CRM. If it is present, an update will occur. If it is not present a new record will be created Checkbox will do the checking process for deleting the quote that exists in CRM but not in Field Mapping CRM Display CRM Attribute Display Attribute name InvoiceNumber & InvoiceNumber Customer Customer Quote Date mcs_quotedate InvoiceDate InvoiceDate Notes CRM to to CRM Quote Date mcs_quotedate SaleDate SaleDate Request Delivery Date Quote Number requestdeliveryby PromisedDate PromisedDate mcs_myobquotenum ber InvoiceNumber InvoiceNumber If mcs_myobquote number is not null or empty quotenumber InvoiceNumber InvoiceNumber If mcs_myobquote number is null or empty External Account mcs_externalaccount SaleID (prefix) + SaleID System system Shipping Method shippingmethodcode ShipVia ShipVia Customer Id customerid (prefix) + CustomerRecordID Customer Customer quote.customerid.na me quote.customerid.na me If CustomerID is account then customerid is account.id while if it is contact then customerid is contact.id Last Last If CustomerID is account First First If CustomerID is Last Last contact Cost Centre ID mcs_costcentreid Category CostCentre Account Number accountnumber CardID CardID If CustomerID is account Contact address1 CardID CardID If CustomerID is contact. Get the hashcode of the contact s address. Ship To shipto_name ShipToLine1 ShipToLine1 Ship To Street 1 shipto_line1 ShipToLine2 ShipToLine2 Ship To Street 2 shipto_line2 ShipToLine3 ShipToLine3 Ship To Street 3 shipto_line3 ShipToLine4 ShipToLine4 Ship To shipto_stateorprovinc ShipToState ShipToState 67

68 State/Province e Ship To ZIP/Postal shipto_postalcode ShipToPostCode ShipToPostCode Code Ship To shipto_country ShipToCountry ShipToCountry Country/Region Ship To Phone shipto_telephone ShipToPhone1 ShipToPhone1 Ship To Fax shipto_fax ShipToFax ShipToFax Bill To Street 1 billto_line1 BillTo1 BillTo StreetLine1 Bill To Street 2 billto_line2 BillTo2 BillTo StreetLine2 Bill To Street 3 billto_line3 BillTo3 BillTo StreetLine3 Bill To City billto_city BillToCity BillTo City Bill To billto_stateorprovince BillToState BillTo State State/Province Bill To ZIP/Postal billto_postalcode BillToPostCode BillTo PostCode Code Bill To billto_country BillToCountry BillTo Country Country/Region Bill To Phone billto_telephone BillToPhone1 BillTo Phone1 Bill To Fax billto_fax BillToFax BillTo Fax Quote Discount Amount discountamount Total Discount TotalDiscounts discountpercentage Percent Discount PercentDiscount Freight Amount freightamount Freight TaxInclusiveFreightAm ount freightamount_base Freight TaxInclusiveFreightAm ount, TaxExclusiveFreightA mount Freight Tax mcs_freighttax TaxInclusiveFreight - TaxExclusiveFreight totaltax_base GST Amount GSTAmount Description description Memo Memo Freight Tax mcs_myobfreighttaxc FreightTaxCode FreightTaxCode Code odeid Purchase Order # mcs_purchaseorder CustomerPONumber CustomerPONumber Owner ownerid SalespersonFirst SalespersonLast SalespersonFirst SalespersonLast Promised mcs_promiseddate ShippingDate ShippingDate Date Tracking Number mcs_trackingnumbe r Comment Comment Tracking Number Sales Person mcs_quote_mcs_myo Salesperson SalespersonID bsalespersonid SaleStatus SaleStatus Q Exchange Rate exchangerate Exchange Rate TransactionExchangeRa te Currency Id transactioncurrencyid CurrencyCode CurrencyCode Sales Person mcs_quote_myobsale SalesPersonID SalesPersonID ID spersonid Price Level Id pricelevelid CurrencyCode CurrencyCode Set to CRM pricelevelid where its transactioncurre ncyid equals to the related CRM currencyid of CurrencyCode mcs_myobarchived Set to false Field Mapping ( EXO) 68

69 CRM Display CRM Attribute Display Attribute InvoiceNumber & InvoiceNumber Customer Customer Quote Date mcs_quotedate OrderDate OrderDate Notes CRM to to CRM Quote Number QuoteNumber InvoiceNumber CustOrderNo If mcs_myobquote number is null or empty mcs_quotenu mber CustOrderNo CustOrderNo If mcs_myobquote number is not null or empty External Account mcs_externalaccount (prefix) + SeqNo System system Customer Id CustomerId (prefix) + AccNo If CustomerID is account then customerid is account.id while if it is contact then customerid is contact.id Ship To Street 1 ShipTo_Line1 Line 1 1 Ship To Street 2 ShipTo_Line2 Line 2 2 Ship To Street 3 ShipTo_Line3 Line 3 3 Purchase Order # mcs_purchaseorder CustOrderNo CustOrderNo Currency Id TransactionCurrencyI CurrencyNo CurrencyNo d Sales Person mcs_quote_s SalesNo SalesNo ID alespersonid Price Level Id PriceLevelId CurrCode CurrCode Set to CRM pricelevelid where its transactioncurre ncyid equals to the related CRM currencyid of CurrencyCode mcs_archive d Set to false CRM Quote Product and Item Sales Line Synchronising from CRM to (during synchronisation of a Quote) Each CRM product code must exist in as an Item. An error is displayed if this is not the case Synchronising from to CRM (during synchronisation of an Invoice) CRM Quote is updated with the Sales ID after invoice has been created in CRM Quote must be active otherwise update of Quote causes an error 69

70 Field Mapping CRM Display CRM Attribute Display Attribute Notes CRM to Existing productid ItemNumber ItemNumber Product Product productnumber Item Number ItemNumber Number Price Per Unit priceperunit + (tax/quantity) TaxInclusiveUnitPrice TaxInclusiveUnitPrice Price Per Unit priceperunit TaxExclusiveUnitPrice TaxExclusiveUnitPrice Quantity quantity Quantity Quantity Extended Amount Manual Discount Manual Discount extendedamount TaxInclusiveTotal TaxInclusiveTotal priceperunit * quantity TaxExclusiveTotal TaxExclusiveTotal manualdiscountamount Discount Discount manualdiscountamount (TaxExclusiveUnitPrice * Quantity) - TaxExclusiveTotal Discount mcs_manualdiscountpercenta Discount ge Tax tax TaxBasisAmount TaxBasisAmount Tax tax TaxInclusiveTotal - TaxExclusiveTotal Tax mcs_myobtaxcodeid TaxCode TaxCode Code Extended Amount extendedamount IncTaxTotal IncTaxTotal CRM Display Existing Product ispriceoverriden False if CRM Product Price Level equals TaxExcl usiveun itprice. Field Mapping ( EXO) CRM Attribute Display Attribute Notes CRM to LineItemNumber SeqNo ProductId ItemNumber ItemNumber IsProductOverridden UoMId Product ProductNumber Item Number ItemNumber Number Price Per Unit PricePerUnit UnitPrice UnitPrice Quantity Quantity Quantity Quantity Extended Amount ExtendedAmount LineTotal * (1 + TaxRate/100) Manual ManualDiscountAmount Discount Discount Discount Manual Discount ManualDiscountAmount (Quantity * UnitPrice * Discount /100) Tax Tax TaxBasisAmount LineTotal * (TaxRate/100) Tax mcs_taxcodeid TaxRate_No TaxRate_No Code IsPriceOverriden False if to CRM to CRM 70

71 CRM Product Price Level equals TaxExcl usiveun itprice. CRM Payment Receipts and Receive Payments Synchronising from CRM to Synchronise Account, Contact, Product, GL Account and Payment Method from first in order to use this. The filtering can be defined using CRM Fetch XML syntax. If you don t specify a filter, the program will get all the records which have not been synchronised yet. These are payment receipts where mcs_receiptid field is empty. Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM. Data from comes from Payment Receipt MiSync for will try and get records by mcs_receiptid in CRM. If it is present, an update will occur. If it is not present a new record will be created. When payment receipt in CRM is done partially, the Invoice status in CRM will stay at New. The Invoice status will change to Paid Complete when all the Invoice amount exist in payment receipts. Field Mapping CRM Display CRM Attribute Display Attribute Receipt ID mcs_myobreceiptid Customer Payment CustomerPaymentID ID Receipt Number mcs_receiptnumber ID # CustomerPaymentNu mber Amount Paid mcs_amountpaid AmountApplied AmountApplied Ungrouped Deposits mcs_ungroupeddeposits IsUngrouped DepositStatusID CRM mcs_ungroupeddep osits set to True if DepositStatusID equals to U GL Account mcs_glaccountid AccountNumber AccountNumber Notes CRM to to CRM mcs_paymentreceipt.mc s_glaccount_mcs_pay mentreciept.mcs_numb er DepositAccount DepositAccount If Ungrouped checked will use Ungrouped Deposit in which is 71

72 Receipt Date mcs_receiptdate Date Transaction Date Payment Method mcs_paymentmethodid PaymentMethod PaymentMethod under Account number mcs_paymentreceipt.mc PaymentMethod PaymentMethod s_paymentmethod_mcs _paymentreciept.mcs_n ame Invoice Number mcs_invoicenumberid SaleID (prefix) + SaleID Based on SaleID equals to mcs_externalaccoun tsystem of CRM Invoice mcs_externalaccountsys SaleID SaleID tem mcs_paymentreceipt.mc s_invoice_mcs_paymen treciept.mcs_inv oicenumber or mcs_paymentreceipt.mc s_invoice_mcs_paymen treciept.invoicenumber Invoice Number InvoiceNumber If mcs_invoice_mcs_p aymentreciept.mcs_ InvoiceNum ber is null or empty then the value set to mcs_invoice_mcs_p aymentreciept.invoi cenumber mcs_paymentreceipt.mc CustomerNumber CustomerNumber s_invoice_mcs_paymen treciept.mcs_purchaseor der Customer ID mcs_myobcustomerid RecordID RecordID Can be CRM Account or Contact First firstname First First CRM contact account.name Last Last or contact.lastname Receipt Number mcs_receiptnumber TransactionID TransactionID Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Receipt ID mcs_myobreceiptid Customer Payment CustomerPaymentID ID Receipt Number mcs_receiptnumber InvNo Amount Paid mcs_amountpaid Amount Amount transactioncurrencyid exchangerate mcs_myobreceiptid exchrate SeqNo mcs_paymentreference Receipt Date mcs_receiptdate Date TransDate mcs_reversepayment 0 mcs_bankaccountid GLCode Payment Method mcs_paymentmethodid Ref1 First Notes AUD Invoice Number mcs_invoicenumberid InvNo Based on SaleID equals to mcs_externalaccoun tsystem of CRM Invoice Field Mapping ( API) CRM Display CRM Attribute Display Attribute Notes Receipt ID mcs_myobreceiptid Customer Payment CustomerPaymentID CRM to CRM to to CRM to CRM 72

73 ID Receipt Number mcs_receiptnumber ID # CustomerPaymentNu mber Amount Paid mcs_amountpaid AmountApplied AmountApplied GL Account mcs_glaccountid AccountNumber AccountNumber mcs_paymentreceipt.mc s_glaccount_mcs_pay mentreciept.mcs_numb er DepositAccount DepositAccount If Ungrouped checked will use Ungrouped Deposit in which is under Account number Receipt Date mcs_receiptdate Date Transaction Date Payment Method mcs_paymentmethodid PaymentMethod PaymentMethod mcs_paymentreceipt.mc PaymentMethod PaymentMethod s_paymentmethod_mcs _paymentreciept.mcs_n ame Invoice Number mcs_invoicenumberid SaleID (prefix) + SaleID Based on SaleID equals to mcs_externalaccoun tsystem of CRM Invoice mcs_externalaccountsys SaleID SaleID tem mcs_paymentreceipt.mc s_invoice_mcs_paymen treciept.mcs_inv oicenumber or mcs_paymentreceipt.mc s_invoice_mcs_paymen treciept.invoicenumber Invoice Number InvoiceNumber If mcs_invoice_mcs_p aymentreciept.mcs_ InvoiceNum ber is null or empty then the value set to mcs_invoice_mcs_p aymentreciept.invoi cenumber mcs_paymentreceipt.mc CustomerNumber CustomerNumber s_invoice_mcs_paymen treciept.mcs_purchaseor der Customer ID mcs_myobcustomerid RecordID RecordID Can be CRM Account or Contact First firstname First First CRM contact account.name Last Last or contact.lastname Receipt Number mcs_receiptnumber TransactionID TransactionID First Item and CRM Product Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM. Each item has a corresponding CRM product created. The link between and CRM is the Item Code and CRM Product Number. These are matched to decide if a new product is inserted or existing product is updated. 73

74 Product Price Level is created by default and is called: - Currency. Unit Group are set to Default Unit. Unit is set to Primary Unit. Price Level is set to -Currency. Both active and inactive products are retrieved. CRM Display Field Mapping CRM Attribute Display Attribute Notes ID productnumber ItemNumber (prefix) + ItemNumber Product Default Price List Standard Cost Current Cost Product Type defaultuomid defaultuomscheduledid name Item Item mcs_myobarchived Is Inactive IsInactive pricelevelid standardcost PositiveAverageCost PositiveAverageCost currentcost TaxInclusiveLastPurchasePrice TaxInclusiveLastPurchasePrice producttypecode List Price price Base Selling Price BaseSellingPrice Custom mcs_customlist1id Custom List 1 CustomList1ID List 1 Custom mcs_customlist2id Custom List 2 CustomList2ID List 2 Custom mcs_customlist3id Custom List 3 CustomList3ID List 3 Custom mcs_customfield1 Custom Field 1 CustomField1 Field 1 Custom mcs_customfield2 Custom Field 2 CustomField2 Field 2 Custom Field 3 mcs_customfield3 Custom Field 3 CustomField3 mcs_incomeaccountid Income Account ID IncomeAccountID mcs_expenseaccountid Expense Account ID ExpenseAccountID quantitydecimal 2 Description Item Description ItemDescription CRM UoM s = Primary Unit CRM UoM s Schedule s = Default Unit CRM PriceLevelId where PriceLevel equals to : (prefix) + PLA CRM ProductTypeCode SalesInventory CRM Display Field Mapping ( EXO) CRM Attribute Display Attribute Notes ID productnumber Stock code StockCode defaultuomid Unit/Pack Pack CRM UoM s = Primary Unit defaultuomscheduledid CRM UoM s 74

75 Product Product Standard Cost Current Cost Product Type name Description Description Description Description Description StockVolume Cubic Cubic QuantityOnHand Free Stock TotalStock mcs_myobarchived Active IsActive StockWeight Weight Weight Size Dimensions Dimensions StandardCost Average AveCost Supplier Main supplier + CR_ACCS. TransactionCurrencyId currentcost TaxInclusiveLastPurchasePrice TaxInclusiveLastPurchasePrice producttypecode List Price price Wholesale SellPrice1 Custom mcs_customfield1 Barcodes or Alternate codes (1) Barcode1 Field 1 quantitydecimal 3 Schedule s = Default Unit AUD CRM ProductTypeCode SalesInventory = 1 CRM Display Field Mapping ( API) CRM Attribute Display Attribute Notes ID productnumber ItemNumber (prefix) + ItemNumber Product Default Price List Standard Cost Current Cost Product Type defaultuomid defaultuomscheduledid name Item Item mcs_myobarchived Is Inactive IsInactive pricelevelid standardcost PositiveAverageCost PositiveAverageCost currentcost TaxInclusiveLastPurchasePrice TaxInclusiveLastPurchasePrice producttypecode List Price price Base Selling Price BaseSellingPrice Quantity Decimal 2 Description Item Description ItemDescription CRM UoM s = Primary Unit CRM UoM s Schedule s = Default Unit CRM PriceLevelId where PriceLevel equals to : (prefix) + PLA CRM ProductTypeCode SalesInventory Stock on Hand to CRM Stock on Hand 75

76 Synchronising from to CRM (during synchronisation of Item to CRM Product) Entities used are Items, Locations, and Item Locations Field Mapping CRM Display CRM Attribute Display Attribute Notes mcs_name ItemNumber & LocationID ItemNumber + : + LocationID mcs_cardid ItemLocationID (prefix) + ItemLocationID Warehouse Location mcs_warehouselocationid Location LocationID Product mcs_productid Item Number ItemNumber Quantity On Hand mcs_quantityonhand On Hand QuantityOnHand Stock On Order mcs_stockonorder PurchaseOnOrder PurchaseOnOrder Quantity On Hold mcs_quantityonhold On Order SellOnOrder Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes mcs_name Stock Code stockcode + ":" + STOCK_LOCATIONS.lcode Warehouse Location mcs_warehouselocationid Location STOCK_LOCATIONS.locno Product mcs_productid Stock code StockCode Quantity On Hand mcs_quantityonhand Qty Qty Price List to CRM Price List Synchronising from to CRM (during synchronisation of Item to CRM Product) Price List in CRM will be created based on all the currencies available Price List name in CRM is named -Currency Field Mapping 76

77 CRM Display CRM Attribute Display Attribute Notes name PriceLevel PriceLevelID Filled with template : (prefix) + PriceLevelID CRM s isocurrencycode Currency transactioncurrencyid Based on Configuration Price Level Mapping Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes PriceNo PriceNo Filled with template : Description Description (prefix) + PriceLevelID CRM s isocurrencycode Currency TransactionCurrencyId Based on Configuration Price Level Mapping Price List Item to CRM Price List Item Synchronising from to CRM (during synchronisation of Item to CRM Product) This process is executed using the process Items To CRM Products Field Mapping CRM Display CRM Attribute Display Attribute Notes 77

78 Price List pricelevelid Price Level ID PriceLevelID Product productid Item Number ItemNumber Amount amount Selling Price SellingPrice uomid uomscheduleid pricingmethodcode roundingpolicycode CRM UoM s = Primary Unit CRM UoM s Schedule s = Default Unit Set to CurrencyAmount Set to None Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes Price List pricelevelid Price Level ID PriceLevelID Product productid Stock code StockCode Amount amount Sell Price 1 SellPrice1 uomid Pack pack CRM UoM s = Primary Unit uomscheduleid pricingmethodcode quantitysellingcode CRM UoM s Schedule s = Default Unit Set to CurrencyAmount Whole and fractional Transaction Currency ID transactioncurrencyid AUD Set to None Field Mapping ( API) CRM Display CRM Attribute Display Attribute Notes Price List pricelevelid Price Level ID PriceLevelID Product productid Item Number ItemNumber Amount amount Selling Price SellingPrice 78

79 uomid uomscheduleid pricingmethodcode roundingpolicycode CRM UoM s = Primary Unit CRM UoM s Schedule s = Default Unit Set to CurrencyAmount Set to None Account to CRM GL Account Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM. Field Mapping CRM Display CRM Attribute Display Attribute Notes mcs_name Account Account Number mcs_number Account Number (prefix) + AccountNumber Account Type mcs_accounttype Account Type SubAccountClassificationID Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes mcs_name Number mcs_number Account Number AccNo mcs_myobbankaccountid AccNo Field Mapping ( API) CRM Display CRM Attribute Display Attribute Notes mcs_name Account Account Number mcs_number Account Number (prefix) + AccountNumber Account Type mcs_accounttype Account Type SubAccountClassificationID 79

80 Payment Method to CRM Payment Method Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM Field Mapping CRM Display CRM Attribute Display Attribute Notes mcs_name Payment Method (prefix) + PaymentMethod Method Type mcs_methodtype Method Type MethodType Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes mcs_name Type PtDesc Method Type mcs_methodtype Key MethodType Currency to CRM Currency Synchronising from to CRM This process will be executed using the template Cards to CRM Entities option Field Mapping CRM Display CRM Attribute Display Attribute Notes Currency Code isocurrencycode Currency Code Code Currency Currencyname Currency Currency Symbol currencysymbol Currency Symbol CurrencySymbol Currency Precision currencyprecision Decimal Places DecimalPlaces 80

81 Exchange Rate exchangerate Exchange Rate ExchangeRate Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes Currency Code ISOCurrencyCode Currency Code CurrCode Currency Currency Currency Curr Currency Symbol CurrencySymbol Currency Symbol CurrSymbol Exchange Rate ExchangeRate Exchange Rate SellRate Warehouse to CRM Warehouse Synchronising from to CRM This process will be executed using the template Cards to CRM Entities option Field Mapping CRM Display CRM Attribute Display Attribute Notes mcs_name Location Location Location ID mcs_locationid Location ID (prefix) + LocationID Contact mcs_contact Contact Contact Warehouse mcs_warehousecontact Contact Phone ContactPhone Contact Street mcs_address1_line1 Street City mcs_address1_city City City Post Code mcs_address1_postalcode Postcode Postcode State mcs_address1_stateorprovince State State Country mcs_address1_country Country Country Description mcs_description Notes Notes Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes 81

82 mcs_unique LocNo mcs_name Location L Location ID mcs_locationid LCode Street mcs_address1_line1 Line 1 DelAddr1 City mcs_address1_city Line 2 DelAddr2 Custom List to CRM Custom List Synchronising from to CRM This process will be executed using the template Cards to CRM Entities option Field Mapping CRM Display CRM Attribute Display Attribute Notes mcs_name CustomListText List Number mcs_listnumber List Number CustomListNumber Custom List Id mcs_customlistid List ID CustomListID Custom List mcs_customlistnumber List ID (prefix) + CustomListID Number Entity mcs_entity Type CustomListType Tax Code to CRM Tax Code Synchronising from to CRM This process will be executed using the template Cards to CRM Entities option 82

83 Field Mapping CRM Display CRM Attribute Display Attribute Notes Tax Code mcs_name Tax Code prefix + TaxCode Tax Description mcs_taxdescription Description TaxCodeDescription Percentage Rate mcs_percentagerate Rate TaxPercentageRate Tax Code Type ID mcs_taxcodetypeid Tax Type TaxCodeTypeID Field Mapping ( EXO) CRM Display CRM Attribute Display Attribute Notes mcs_unique SeqNo Tax Code mcs_name Tax Code Short Tax Description mcs_taxdescription Description Percentage Rate mcs_percentagerate Rate Rate Field Mapping ( API) CRM Display CRM Attribute Display Attribute Notes Tax Code mcs_name Tax Code prefix + TaxCode Tax Description mcs_taxdescription Description TaxCodeDescription Percentage Rate mcs_percentagerate Rate TaxPercentageRate Tax Code Type ID mcs_taxcodetypeid Tax Type TaxCodeTypeID Employee to CRM Staff Synchronising from to CRM Unless a filter is supplied, MiSync for will process all records from to CRM. Field Mapping CRM Display CRM Attribute Display Attribute Notes 83

84 Card Record ID mcs_cardrecordid Card Record ID prefix + CardRecordID Employee Number First Last Salutation Status State CRM User Business Phone Business Phone 2 Phone 3 Fax Website Employment Start Employment Termination Employment Type Gender Date of Birth mcs_fullname mcs_employeenumber Card ID mcs_firstname First mcs_lastname Last mcs_salutation Salutation statuscode IsInactive statecode IsInactive mcs_crmuserid mcs_businessphone 1 Home Phone mcs_business 1 mcs_phone2 1 Mobile Phone mcs_phone3 1 Work Phone mcs_fax 1 Fax mcs_website 1 Website mcs_employmentstart Start Date mcs_employmenttermination Termination Date mcs_employmenttype Employment Status mcs_gender Gender mcs_dateofbirth Date Of Birth Field Mapping ( EXO) First + + Last CardIdentification First Last Salutation IsInactive IsInactive Set to CRM SystemUser Id, based on mcs_fullname..homephone. .mobilephone.workphone.fax.www StartDate TerminationDate EmploymentStatusID Gender DateOfBirth CRM Display CRM Attribute Display Attribute Notes mcs_fullname Employee Number mcs_employeenumber Staff No StaffNo First mcs_firstname Last mcs_lastname Job Title mcs_jobtitle Job Title JobTitle Business Phone mcs_businessphone Phone Phone Business mcs_business 84

85 Field Mapping ( API) CRM Display CRM Attribute Display Attribute Notes Card Record ID mcs_cardrecordid Card Record ID prefix + CardRecordID mcs_fullname First + + Last Employee Number mcs_employeenumber Card ID CardIdentification First mcs_firstname First First Last mcs_lastname Last Last Salutation mcs_salutation Salutation Salutation CRM User Business Phone mcs_crmuserid mcs_businessphone 1 Home Phone Set to CRM SystemUser Id, based on mcs_fullname..homephone Business mcs_business 1 . Phone 2 mcs_phone2 1 Mobile Phone.MobilePhone Phone 3 mcs_phone3 1 Work Phone.WorkPhone Fax mcs_fax 1 Fax.Fax Website mcs_website 1 Website.WWW 85

86 Appendices Frequently Asked Questions Known Issues to CRM : Customer Company to Account The Account will be duplicated if it was synced with prefix, then synced without prefix. You should not change used prefix in configuration once it is set. to CRM : Customer Individual to Contact The Contact will be duplicated if it was synced with prefix, then synced without prefix. You should not change used prefix in configuration once it is set. Activity Slip to CRM Service Appointment There is a bug in Activity Slips that can cause incorrect times to be synchronised. If you set Start Time and Stop Time, the Unit field will get updated. But if you set the Unit field first, Start Time and Stop Time will not be updated. To transfer correct time and duration of an activity slip in to CRM, you must set Start Time and Stop Time only, don t update the Units field it will be done automatically If StartTime and StopTime is not supplied, the program will set the Start Time to 12 AM and add the Units as duration Service Activities Customer to use on Activity Slip: o A service activity can be linked to a customer or case, which one should be used? 86

87 o Solution: use Service Act. Customer. CRM Resources It is possible to assign more than one resource for a service activity. You must use only one per service activity Synchronisation of a large number of records If you run a synchronisation that involves a lot of records and is open, you may get an error message. It is recommended to have closed when synchronising a big amount of data Synchronisation of CRM to Make sure you have close all the connection and application before starting the sync process. Please also check the task manager for all processes, to end the running process. There could be error if there s still a running process, such as Unexpected internal c-tree(r) error or the application crashed, if this happens please close the running process and retry the sync process. You cannot synchronize cancelled invoices. You cannot update invoices, service activities, orders, and quotes. The synchronization will work for new data (insert) only. When you do sync updates from CRM to, it will not update if the field is empty. Synchronisation of CRM to API When you run the synchronization process to API live, there will be a popup opened and then closed at the beginning of sync process. Release Notes This is a complete installation package which requires removal of any previously installed MiSync for versions. You must uninstall any previous versions prior to installing this release. Release Instructions 1) Remove all previously installed version of MiSync for a. Open the Control Panel (under Start -> Settings). b. Select the Add Remove Programs icon. c. Find the entry for Miscync For & select it. 87

88 d. Click on the Remove button. e. Alternatively, navigate to the start menu and the MiSync for folder inside Metisc and select the uninstall option there f. Follow instructions in the Installation Sections (align according to installation section in the user guide) Release Features Synchronisation function from: - CRM Service Activity to Activity - CRM Case to Job - CRM Account to Customer - CRM Contact to Customer - CRM Resource to Employee - CRM Invoice to Item Sale - CRM Order to Item Sale - CRM Quote to Item Sale - CRM Payment Receipt to Receipt - Item to CRM Product - Customer To CRM Account - Customer to CRM Contact - Job to CRM Case - Item Sale to CRM Invoice - Item Sale to CRM Quote - Item Sale to CRM Order - ActivitySlip to CRM Service Activity - Account to CRM GL Account - Payment Method to CRM Payment Method - Receipt to CRM Payment Receipt Auto Scheduling Use Prefix for multiple Company file Filtering - CRM filtering save to file - Can collaborate with Auto Scheduling Included In Installer: - User Guide - Key - CRM Solution Connection Configuration 88

89 CRM Connection Configuration: - CRM Online Supported - CRM Federation Supported - Add Multiple CRM connection - HTTPS URL supported Resolved Issues - Fix: Remove special character when convert Account to - Fix: Truncate Account name to 50 characters Installation Notes This section is provided for users who have installed MiSync for version and above. To un-install MiSync for : 1. Open the Control Panel (under Start -> Settings). 2. Select the Add Remove Programs icon. 3. Find the entry for MiSync for & select it. 4. Click on the Remove button. 5. Alternatively, navigate to the start menu and the MiSync for folder inside Metisc and select the uninstall option there 6. Follow instructions in the Installation Sections (align according to installation section in the user guide) Software License This is an agreement between you, the end user, and Metisc Computer Services (MCS). By using this software, you are agreeing to become bound by the terms of this agreement. IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT, DO NOT USE THIS SOFTWARE. PROMPTLY REMOVE IT FROM YOUR COMPUTER. Grant of License MCS, as Licensor, grants to you, the Licensee, a non-exclusive right to use this software program (hereinafter the Software ) in accordance with the terms contained in this License. You may use the Software on a single computer. 89

90 Ownership of Software MCS retains the copyright, title, and ownership of the Software and the written materials regardless of the form or media in or on which the original and other copies may exist. You may make one copy of the Software solely for backup purposes. You must reproduce and include the copyright notice on the backup copy. Transfers You may physically transfer the Software from one of your computers to another provided that the Software is used on only one computer at a time. Term This License is effective following the date you purchased the Software. This License will terminate automatically without notice from MCS if you fail to comply with any provision of this License. Upon termination you shall destroy the written materials and all copies of the Software. Restricted Rights The Software and any accompanying materials are provided with Restricted Rights. Limited Warranty Metisc Computer Services (MCS) warrants the media on which the Software is furnished to be free of defects in material and workmanship, under normal use, for a period of thirty (30) days following the date of delivery to you. In the event of defects, MCS's sole liability shall be to replace the defective media, which has been returned to MCS or the supplier with your dated invoice and is shown to be defective. In the event that MCS is unable to replace defective media, MCS shall refund your money upon your termination of this License. The above is the only warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose, that is made by MCS, on this MCS product. No oral or written information or advice given by MCS, it's 90

91 dealers, distributors, agents or employees shall create a warranty or in any way increase the scope of this warranty and you may not rely on any such information or advice. You may have other rights, which vary from state to state. This Software and accompanying documentation (including instructions for use) are provided "as is" without warranty of any kind. Further, MCS does not warrant, guarantee, or make any representations regarding the use, or the results of use, of the Software or documentation in terms of correctness, accuracy, reliability, current-ness, or otherwise. You assume the entire risk as to the results and performance of the Software. If the Software or written materials are defective you, and not MCS or its dealers, distributors, agents, or employees, assume the entire cost of all necessary servicing, repair or correction. Neither MCS nor anyone else who has been involved in the creation, production or delivery of this product shall be liable for any direct, indirect, consequential or incidental damages (including damages for loss of business profits, business interruption, loss of business information, and the like) arising out of the use or inability to use such product even if MCS has been advised of the possibility of such damages. Should any other warranties be found to exist, such warranties shall be limited in duration to thirty (30) days following the date of delivery to you. In no event will MCS's liability for any damages to you or any other person exceed the amount paid for the license to use the Software. This License shall be governed and construed in accordance with the laws of the State of Western Australia and shall benefit MCS, its successors and assigns. 91