OpenCRM to Sage Field Mappings
When OpenCRM sends Invoice/Orders to Sage, the following fields are mapped as standard. If you require any other fields to be posted through to Sage from OpenCRM, please contact support including the field you wish to send from OpenCRM and the field you would like it to go to in Sage and we can investigate if that is possible.
Customer/Company Fields | Sage Field | OpenCRM Field | Description | ACCOUNT_REF | Sage reference | Used as a unique identifier to identify individual customer accounts | NAME | Company Name | The customers company name | CONTACT_NAME | Contact Name (from Invoice) | The customers contact name | ADDRESS_1 | Company Billing Address | Customer Address Details | ADDRESS_2 | Company Billing Address | Customer Address Details | ADDRESS_3 | Company Billing Town | Customer Address Details | ADDRESS_4 | Company Billing County | Customer Address Details | ADDRESS_5 | Company Billing Code | Customer Address Details | COUNTRY_CODE | Country Code | Country code for the customer's country of origin | TELEPHONE | Company Phone | Customers telephone number | FAX | Company Fax | Customers fax number | E_MAIL | Company EMail | Customers email address | VAT_REG_NUMBER* | Company Vat Number | Customers V.A.T. registration number | ACCOUNT_REF** | Sage reference | Sage Customer Account Number | CURRENCY | Company Currency | Customers Currency | ** The SageAccount if supplied will override the CustomerID value and be used by to find existing customers in Sage, if not supplied the CustomerID will be used for this. | Invoice/Order/Purchase Order Fields | Sage Field | OpenCRM Field | Description | INVOICE NUMBER / ORDER NUMBER | Invoice Number / Sales Order ID | Used as a unique identifier to identify individual orders Note - Order Number refers to the Order Number field on the sales order module in Sage. It is not possible to map to the Order Number field on Invoices in Sage. | ACCOUNT_REF | Company Sage Ref | Used to identify the customer the order is associated with | DEL_ADDRESS_1 | Shipping Street | Delivery Address Details | DEL_ADDRESS_2 | Shipping Street 2 | Delivery Address Details | DEL_ADDRESS_3 | Shipping Town | Delivery Address Details | DEL_ADDRESS_4 | Shipping County | Delivery Address Details | DEL_ADDRESS_5 | Shipping Postcode | Delivery Address Details | NOTES_1 | Shipping Country | Delivery Address Details | ORDER_DATE | Due Date / Invoice Date | The date the order was received | CARR_NET | Adjustment | Shipping costs | CARR_TAX_CODE | "0" | Tax code to apply to shipping costs | CONTACT_NAME | Contact linked to SO/Invoice | Contact name of customer | GLOBAL_DEPT_NUMBER | Cost Centre | Use to specify a Global department | Order Item Fields | Sage Field | OpenCRM Field | Description | INVOICE_NUMBER | Invoice Number / Sales Order ID | Value used to link the item to its parent order | STOCK_CODE | Product Code | The part number of the product | DESCRIPTION | Product Grid Description | A description of the product | QTY_ORDER | Product Grid Quantity | The amount of units ordered | UNIT_PRICE | Product Grid List Price after discount | The unit price of the product | TAX_CODE | Tax Code/Class (translated) | The sage tax code to use, T1, T2 etc | COMMENT_1 | Product Grid Description continuation | A comment about the ordered item | COMMENT_2 | Product Grid Description continuation | A comment about the ordered item | NOMINAL_CODE | Product Nominal Code | Product nominal code |
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