Overview

This article documents available fields for the Flywheel ERP Connector. Our connector provides a one-way copy of data from your ERP/Accounting system to Flywheel.


The method we use to connect to your ERP data depends on your ERP system. Please contact Flywheel to discuss the best method for connecting to your ERP system.


If you have additional fields not listed here that you would like to import from your ERP system into Flywheel, contact us to discuss options for adding them.


Accounts


Field NameField Type (Values)Additional Description
Account ID*TextERP Account # or ID
Name*TextCustomer name as displayed to end users
TypeList: Prospect, Customer, DealerType of Account. If no value is provided, default is "Customer". See Dropdown Definitions for details.
StatusList: Active, InactiveIf no value is provided, default is "Active"
ERP Last Modified*Datetime/RowversionUTC time the record was last modified or the row version number (depending on your ERP)
Primary ContactTextID of primary contact on the Account. If none is provided, contact most recently updated or first contact will be automatically selected
Assigned To UserTextThe user or salesperson the record is assigned to. If no value is provided, records are assigned to Flywheel and can be reassigned in CRM
EmailTextEmail address on the Account (contacts can have separate email addresses)
Office PhoneTextOffice phone number for the Account (contacts can have separate phone numbers)
Billing Street 1*TextFirst line of street address
Billing Street 2TextSecond line of street address
Billing City*TextBilling City
Billing State*TextState (usually abbreviated, but can be fully written out)
Billing Postal Code*TextBilling postal or Zip code
Billing Country    TextCountry (can be abbreviated)
Shipping Street 1TextFirst line of street address
Shipping Street 2TextSecond line of street address
Shipping CityTextShipping City
Shipping StateTextState (usually abbreviated, but can be fully written out)
Shipping Postal CodeTextShipping Postal or Zip code
Shipping CountryTextCountry (can be abbreviated)

*required field


Contacts

Important note: If your ERP system includes Contacts as fields in the Accounts area, we will create Contact records from those fields.


Field NameField TypeAdditional Description
Contact ID*TextERP Contact ID
Account ID*TextID of Account the Contact is linked to
ERP Last Modified*Datetime/RowversionUTC time the record was last modified or the row version number (depending on your ERP)
First Name*TextFirst name of the contact
Last Name*TextLast name of the contact
TitleTextBusiness title of the contact
EmailTextEmail address of the contact
Office PhoneTextOffice phone number of the contact
MobileTextMobile phone number of the contact
Primary Street 1TextFirst line of street address
Primary Street 2    TextSecond line of street address
Primary CityTextCity    
Primary StateTextState (usually abbreviated, but can be fully written out)
Primary Postal CodeTextPostal or Zip Code
Primary CountryTextCountry (can be abbreviated)

*required field


Invoices

Field Name

Field Type

Additional Description

Invoice ID*

Text

ERP Invoice ID

Account ID*

Text

ID of Account Invoice is linked to

ERP Last Modified*

Datetime/Rowversion

UTC time the record was last modified or the row version number (depending on your ERP)

Invoice Date*

Datetime

UTC date the invoice was submitted

Due Date

Datetime

UTC date the invoice payment is due

Name

Text

User-entered invoice name. If blank, set to Invoice ID

Status

List: Open, Partial, Paid, Overdue

If no value is provided, default is "Open". See Dropdown Definitions for details.

Total Price

Currency

Total price of all line items on the invoice

Total Discount

Currency

Total discount

Total Tax

Currency

Total tax

Total Shipping

Currency

Total shipping

Invoice Total*

Currency

Grand Total invoice value

Balance

Currency

Remaining balance to be paid

Assigned User

Relationship

The owner of the Invoice. Falls back to Account owner.

*required field


Invoice Line Items

Field Name

Field Type

Additional Description

Invoice Line ID*

Text

ERP Invoice Line Item ID

Invoice ID*

Text

ID of Invoice Line Item is linked to

ERP Last Modified*

Datetime/RowVersion

UTC time the record was last modified or the row version number (depending on your ERP)

Product SKU*

Text

SKU or Manufacturer Part # for item

Product ID

Text

ID of Product Catalog item, if one exists

Name

Text

Product name, if it exists. If none exists will be set to Product SKU

Description

Text

Full-length product description or notes

Product Category*

Text

Product grouping or category (for Dashboard)

Quantity*

Integer

Number of products on line item

Total*

Currency

Grand Total of all products on the line

*required field


Quotes

Field Name
Field TypeAdditional Description
Quote ID*TextERP Quote ID
Account ID*TextAccount ID
ERP Last Modified*Datetime/RowversionUTC time the record was last modified or the row version number (depending on your ERP)
Name    TextUser-defined name of quote. If blank, will be set to ID
Quote Date*DatetimeUTC date the quote was created or issued
Expiration Date*DatetimeUTC date quote expires as listed on the quote delivered to customer
DescriptionTextQuote description or overview
StatusList: Draft, Active, Ordered, CanceledSet to "Active" if no value is provided. See Dropdown Definitions for details.
Quote Total*CurrencyTotal value of the Quote
Assigned UserRelationshipThe owner of the Quote. Falls back to Account owner.

*required field


Quote Line Items

Field NameField TypeAdditional Description
Quote Line ID*TextERP Quote Line Item ID
Quote ID*TextID of Quote line item is linked to
ERP Last Modified*Datetime/RowversionUTC time the record was last modified or the row version number (depending on your ERP)
Product SKU*TextSKU or Manufacturer Part # for item
Product IDTextID of Product Catalog item, if one exists
NameTextProduct name, if it exists. If none exists will be set to Product SKU
DescriptionTextFull-length product description or notes
Product Category*TextProduct grouping or category (for Dashboard)
Quantity*IntegerNumber of products on line item
Total*CurrencyGrand Total of all products on the line

*required field


Sales Orders

Field NameField TypeAdditional Description
Sales Order ID*TextERP Sales Order ID
Account ID*TextID of Account Order is linked to
ERP Last Modified*Datetime/RowversionUTC time the record was last modified or the row version number (depending on your ERP)
Order Date*DatetimeUTC date the sales order was submitted
NameTextUser-entered order name. If blank, set to Order ID
StatusList: Submitted, Active, Completed, CanceledIf no value is provided, default is "Completed". See Dropdown Definitions for details.
Ship Date    DatetimeCalculated by Flywheel - latest Ship Date from Sales Order Line Items attached to Sales Order.
Order Total*CurrencyGrand Total order value
Assigned UserRelationshipThe owner of the Order. Falls back to Account owner.

*required field


Sales Order Line Items

Field NameField TypeAdditional Description
Sales Order Line ID*TextERP Sales Order Line Item ID
Sales Order ID*TextID of Sales Order Line Item is linked to
ERP Last Modified*Datetime/RowVersionUTC time the record was last modified or the row version number (depending on your ERP)
Product SKU*TextSKU or Manufacturer Part # for item
Product IDTextID of Product Catalog item, if one exists
NameTextProduct name, if it exists. If none exists will be set to Product SKU
DescriptionTextFull-length product description or notes
Product Category*TextProduct grouping or category (for Dashboard)
Quantity*IntegerNumber of products on line item
Total*CurrencyGrand Total of all products on the line
Ship DateDatetimeUTC date product(s) fully shipped

*required field


Sales Receipts

Field Name

Field Type

Additional Description

Sales Receipt ID*

Text

ERP Sales Receipt ID

Account ID*

Text

ID of Account Receipt is linked to

ERP Last Modified*

Datetime/Rowversion

UTC time the record was last modified or the row version number (depending on your ERP)

Receipt Date*

Datetime

UTC date the sales receipt was submitted

Name

Text

User-entered receipt name. If blank, set to Receipt ID

Description
Text
Receipt notes or memo

Status

List: Pending, Final

If no value is provided, default is "Final". See Dropdown Definitions for details.

Receipt Total*

Currency

Grand Total receipt value

Assigned User

Relationship

The owner of the Receipt. Falls back to Account owner.

*required field


Product Catalog

Field NameField TypeAdditional Description
Product ID*TextERP Product Catalog item ID
ERP Last Modified*Datetime/RowVersionUTC time the record was last modified or the row version number (depending on your ERP)
Product SKU*TextSKU or Manufacturer Part # for item
Product NameTextProduct name, if it exists. If none exists will be set to Product SKU
DescriptionTextFull-length product description
Product Category*TextProduct grouping or category
CostCurrencyInternal cost per item
Quantity In Stock*IntegerTotal available units
List Price*CurrencySuggested Price

*required field


Users


Field NameField TypeAdditional Description
User ID*TextERP User ID
First NameTextFirst name of user
Last NameTextLast name of user. If blank set to ID
EmailTextIf blank, Administrator must add to Flywheel during provisioning


*required field