Mapping Corresponding Data

   

There is data in Manage that will have corresponding data in Dynamics SL. For example, when you create an invoice in Manage for the Company “Acme Inc.”, the integration program will need to create an Invoice in Dynamics SL for the Customer “Acme Inc.”. In order to know against which Dynamics SL Customer this invoice will be created, Manage needs some way to associate the “Acme Inc.” in Manage with the “Acme Inc.” in Dynamics SL. This process of associating data is known as mapping.

The following sections will describe what data needs to be mapped. When an improper mapping is found, the integration program will fail before attempting to export any data, giving you the information needed to fix the mapping.

     Customers

    Vendors

    Members

    GL Accounts

    Tax Codes

    Receivable Invoices

    Payable Invoices

    Expenses

    Terms


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