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 Name | Field Type (Values) | Additional Description |
|---|---|---|
| Account ID* | Text | Unique ERP Account # or ID |
| Name* | Text | Customer name as displayed to end users |
| Type | List: Prospect, Customer, Dealer | Type of Account. If no value is provided, default is "Customer". See Dropdown Definitions for details. |
| Status | List: Active, Inactive | If no value is provided, default is "Active" |
| ERP Last Modified* | Datetime/Rowversion | UTC time the record was last modified or the row version number (depending on your ERP) |
| Primary Contact | Text | ID of primary contact on the Account. If none is provided, contact most recently updated or first contact will be automatically selected |
| Assigned To User | Text | The user or salesperson the record is assigned to. If no value is provided, records are assigned to Flywheel and can be reassigned in CRM |
| Text | Email address on the Account (contacts can have separate email addresses) | |
| Office Phone | Text | Office phone number for the Account (contacts can have separate phone numbers) |
| Billing Street 1* | Text | First line of street address |
| Billing Street 2 | Text | Second line of street address |
| Billing City* | Text | Billing City |
| Billing State* | Text | State (usually abbreviated, but can be fully written out) |
| Billing Postal Code* | Text | Billing postal or Zip code |
| Billing Country | Text | Country (can be abbreviated) |
| Shipping Street 1 | Text | First line of street address |
| Shipping Street 2 | Text | Second line of street address |
| Shipping City | Text | Shipping City |
| Shipping State | Text | State (usually abbreviated, but can be fully written out) |
| Shipping Postal Code | Text | Shipping Postal or Zip code |
| Shipping Country | Text | Country (can be abbreviated) |
*required field
Contacts
Important note: Contacts will be imported from the ERP only one time and only as part of the Contact Import Service. If your ERP system includes Contacts as fields in the Accounts area, we will create Contact records from those fields.
| Field Name | Field Type | Additional Description |
|---|---|---|
| Contact ID* | Text | Unique ERP Contact ID |
| Account ID* | Text | ID of Account the Contact is linked to |
| ERP Last Modified* | Datetime/Rowversion | UTC time the record was last modified or the row version number (depending on your ERP) |
| First Name* | Text | First name of the contact |
| Last Name* | Text | Last name of the contact |
| Title | Text | Business title of the contact |
| Text | Email address of the contact | |
| Office Phone | Text | Office phone number of the contact |
| Mobile | Text | Mobile phone number of the contact |
| Primary Street 1 | Text | First line of street address |
| Primary Street 2 | Text | Second line of street address |
| Primary City | Text | City |
| Primary State | Text | State (usually abbreviated, but can be fully written out) |
| Primary Postal Code | Text | Postal or Zip Code |
| Primary Country | Text | Country (can be abbreviated) |
*required field
Invoices
Field Name | Field Type | Additional Description |
Invoice ID* | Text | Unique 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 | Invoice name or number. If blank, will be set to Invoice ID |
Status | List: Open, Partial, Paid, Overdue | If no value is provided, default is "Open". See Dropdown Definitions for details. |
Subtotal | Currency | Subtotal |
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 | Unique 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 | Invoice line name or number, or hyphenate Invoice Name and line number. If line number is blank, use the Invoice Line ID |
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 Type | Additional Description |
| Quote ID* | Text | Unique ERP Quote ID |
| Account ID* | Text | Account ID |
| ERP Last Modified* | Datetime/Rowversion | UTC time the record was last modified or the row version number (depending on your ERP) |
| Name | Text | Quote name or number. If blank, will be set to Quote ID |
| Quote Date* | Datetime | UTC date the quote was created or issued |
| Expiration Date* | Datetime | UTC date quote expires as listed on the quote delivered to customer |
| Description | Text | Quote description or overview |
| Status | List: Draft, Active, Ordered, Canceled | Set to "Active" if no value is provided. See Dropdown Definitions for details. |
| Quote Total* | Currency | Total value of the Quote |
| Assigned User | Relationship | The owner of the Quote. Falls back to Account owner. |
*required field
Quote Line Items
| Field Name | Field Type | Additional Description |
|---|---|---|
| Quote Line ID* | Text | Unique ERP Quote Line Item ID |
| Quote ID* | Text | ID of Quote 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 | Quote line name or number, or hyphenate Quote Name and line number. If line number is blank, use the Quote Line ID |
| 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
Sales Orders
| Field Name | Field Type | Additional Description |
|---|---|---|
| Sales Order ID* | Text | Unique ERP Sales Order ID |
| Account ID* | Text | ID of Account Order is linked to |
| ERP Last Modified* | Datetime/Rowversion | UTC time the record was last modified or the row version number (depending on your ERP) |
| Order Date* | Datetime | UTC date the sales order was submitted |
| Name | Text | Sales Order name or number. If blank, will be set to Sales Order ID |
| Status | List: Submitted, Active, Completed, Canceled | If no value is provided, default is "Completed". See Dropdown Definitions for details. |
| Ship Date | Datetime | UTC Date the order was fully shipped, or the latest Ship Date from Sales Order Line Items attached to Sales Order. |
| Order Total* | Currency | Grand Total order value |
| Assigned User | Relationship | The owner of the Order. Falls back to Account owner. |
*required field
Sales Order Line Items
| Field Name | Field Type | Additional Description |
|---|---|---|
| Sales Order Line ID* | Text | Unique ERP Sales Order Line Item ID |
| Sales Order ID* | Text | ID of Sales Order 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 | Sales order line name or number, or hyphenate Sales Order Name and line number. If line number is blank, use the Sales Order Line ID |
| 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 |
| Ship Date | Datetime | UTC date product(s) fully shipped |
*required field
Sales Receipts
Field Name | Field Type | Additional Description |
Sales Receipt ID* | Text | Unique 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 | Sales Receipt name or number. If blank, will be set to Sales 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 Categories
| Field Name | Field Type | Additional Description |
|---|---|---|
| Product Category ID* | Text | Unique ERP Product Category ID |
| Product Category Name* | Text | Product Category name |
| Description | Text | Full-length product category description |
*required field
Product Catalog
| Field Name | Field Type | Additional Description |
|---|---|---|
| Product ID* | Text | Unique ERP Product Catalog item ID |
| 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 Name | Text | Product name, if it exists. If none exists will be set to Product SKU |
| Description | Text | Full-length product description |
| Product Category* | Text | Product grouping or category |
| Cost | Currency | Internal cost per item |
| Quantity In Stock* | Integer | Total available units |
| List Price* | Currency | Suggested Price |
*required field
Users
| Field Name | Field Type | Additional Description |
|---|---|---|
| User ID* | Text | Unique ERP User ID |
| First Name | Text | First name of user |
| Last Name | Text | Last name of user. If blank, will be set to User ID |
| Text | If blank, Administrator must add to Flywheel during provisioning |
*required field
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