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Lime CRM Layout
These tables and fields must be created before you can use the ERP Connector. The fields will be created by LIP. However, if the Lime CRM application already is in the Cloud environment, you will need to create them manually.
Company
On the company card, some fields are mandatory and some are not. Please note that either way, database field names are hardcoded in the javascript code in the LBS app as well as in Syncify's migration scripts. If they are not named as they should or if they should not be sent to the ERP system that counts as a customization.
The following company fields are used:
Table name: company
| Field Name | Field Type | Field Label | Required | Length | Part of LIP Package | Description |
|---|---|---|---|---|---|---|
| name | Text field | Name | True | 200 | No | The name of the company |
| erpid | Text field | key | False | 16 | Yes | The integration key, Set label key to avoid duplicates |
| erp_turnover_yearnow | Decimal | N/A | False | N/A | Yes | Populated by the integration |
| erp_turnover_lastyear | Decimal | N/A | False | N/A | Yes | Populated by the integration |
| erpconnector_graph | HTML (tab) | N/A | N/A | N/A | Yes | HTML tab for showing the graph for paid invoices the last 5 years |
| invoice | Relation (tab) | N/A | N/A | N/A | Yes | Populated by the integration |
Invoice
Invoices are connected to the company using “Customer number ERP” when generated in Lime CRM from the ERP-system. The complete invoice table is part of the LIP Package.
Table name: invoice
| Field name | Field Type | Field label | Required | Length | Description |
|---|---|---|---|---|---|
| invoice_number | Text field | N/A | False | 64 | Unique invoice number |
| company | Relation (field) | N/A | False | 256 | Relation to company |
| customerid | Text field | N/A | False | 128 | Customer ID for matching to company |
| customer_reference | Text field | N/A | False | N/A | Customer reference from ERP |
| coworker | Relation (field) | N/A | False | N/A | Company reference (Our reference) |
| invoice_type | Text field | N/A | False | 64 | Invoice type |
| invoice_date | Time (date) | N/A | False | N/A | When invoice is booked |
| invoice_expires | Time (date) | N/A | False | N/A | When invoice expires |
| invoice_sum | Decimal | N/A | False | N/A | Sum ex VAT (moms) |
| invoice_vat | Decimal | N/A | False | N/A | VAT (moms) |
| invoice_total_sum | Decimal | N/A | False | N/A | Sum incl VAT |
| currency | Text field | N/A | False | 32 | Currency |
| invoice_balance | Decimal | N/A | False | N/A | Invoice balance (saldo) |
| paid | Yes/no | N/A | False | N/A | Yes if it is paid |
| paid_date | Time (date) | N/A | False | N/A | The date when payment is registered |
| invoice shredded | Yes/no | N/A | False | N/A | Yes if the payment is shredded (makulerad) |
Invoice Row
Invoice rows are connected to an invoice using the invoice number. The complete invoice row table is part of the LIP Package.
Table name: invoicerow
| Field name | Field Type | Field label | Required | Length | Description |
|---|---|---|---|---|---|
| invoice | Relation (field) | N/A | Yes | N/A | Relation to invoice |
| item | Text field | N/A | Yes | 128 | Item |
| description | Text field | N/A | Yes | 128 | Description of Items |
| units | Decimal | N/A | Yes | N/A | Number of items |
| row_margin | Decimal | N/A | Yes | N/A | Contribution margin |
| row_value | Decimal | N/A | Yes | N/A | Sum of row |
| rowid | Text field | N/A | Yes | 32 | Used to make a row unique (hidden) |
Lime Bootstrap App
The Lime Bootstrap app both concludes the buttons for sending a new or updated customer to the ERP system as well as the invoice overview graph shown in the HTML tab on the company card. It is part of the LIP package.
It is possible to increase the logging to the Lime CRM info log tab when making calls to the Syncify services. Do this by adding the config parameter logLevel to the app config in the company Actionpad, like this:
'logLevel': 'debug'
LIP Package
Download the LIP zip file for the latest release from Lime Store and follow the instructions for installing found on the GitHub repository.
Syncify Service
Syncify has built two different services. One for cloud based ERP systems (Fortnox, e-conomic and Visma.Net) and one for on-premise ERP Systems (Visma Administration, Visma Business and Navision).
If the ERP system is installed on-premise, the Syncify service must be installed and configured on the ERP system server. Syncify is responsible for the all installations of their service.
If the ERP system is cloud based there is no need for a local Syncify service. The integration is instead registered in Syncify's cloud service. This is also done by Syncify.