How it Works

Customers can control the basic information on existing customers from their ERP system which in some cases is the more natural approach to an integration between CRM and ERP systems. Changes made to customers in the ERP system are synced into Lime CRM with the same interval as the invoice data in the standard ERP Connector.

Create New Customer

Note that new customers still can be created from Lime CRM as in the standard ERP Connector, but using the ERP Master add-on will also allow for creation of customers directly in the ERP system.

Update Customer Information

The whole idea with the ERP Master add-on is that customer information is updated in the ERP system and readonly in Lime CRM. It is therefore recommended that updates only are made in the ERP system.

Warning

Please note that having a two-way integration for updates is not recommended!

In the Lime CRM desktop client, the following fields are set as readonly if a customer number exists on the company.

Database Field Name Client Field Name Comment
name Company name
registrationno Registration number
coworker Responsible
invoiceaddress1 Invoice address 1
invoiceaddress2 Invoice address 2
invoicezipcode Invoice zipcode
invoicecity Invoice city
country Country
phone Phone
emailinvoice Invoice email
visitingaddress1 Visiting address 1 Not readonly for NAV, Visma Business, BL Administration and Business Central integrations.
visitingaddress2 Visiting address 2 Not readonly for NAV, Visma Business, BL Administration and Business Central integrations.
visitingzipcode Visiting zipcode Not readonly for NAV, Visma Business, BL Administration and Business Central integrations.
visitingcity Visiting city Not readonly for NAV, Visma Business, BL Administration and Business Central integrations.

Field Mappings

This is how information is sent from the ERP system to Lime CRM.

Lime CRM Visma Administration Visma Business Microsoft Dynamics NAV Fortnox e-conomic Visma.NET BL Administration Business Central Power Office Go Visma eEkonomi Exact Online Uniconta Tripletex Visma Global
Company name Namn Name CustomerCard.Name Namn Navn Kundnamn Namn Name ? Name Name Name Name Name at the top of the customer card.
Registration number Orgnr Organisation no. CustomerCard.VAT_Registration_No Org-/Personnummer CVR-nr. Organisationsnummer Org.nr Vat Registration No ? CorporateIdentityNumber ChamberOfCommerce OrganizationNumber OrganizationNumber Org. nr
Responsible Säljare1 Säljare1 Säljare1 Vår referens1 N/A N/A Ansvarig1 Salesperson Code1 ? N/A MainContact.FullName1 EmployeeName Employee.FirstName + Employee.LastName N/A
Invoice address 1 Postadr Address line 1 CustomerCard.Address Fakturaadress Adresse InvoiceAddress.Adressrad 1 Postadress Address ? InvoiceAddress1 MainInvoiceAddress.AddressLine12 Address1 PostalAddress.AddressLine1 N/A
Invoice address 2 Postadr 2 Address line 2 CustomerCard.Address_2 Fakturaadress 2 N/A InvoiceAddress.Adressrad 2 N/A Address 2 ? InvoiceAddress2 MainInvoiceAddress.AddressLine22 Address2 PostalAddress.AddressLine2 N/A
Invoice zipcode Postnr Post code CustomerCard.Post_Code Postnr Postnr. InvoiceAddress.Postnummer Postnr Post Code ? InvoicePostalCode MainInvoiceAddress.Postcode2 ZipCode PostalAddress.PostalCode N/A
Invoice city Ort Postal area CustomerCard.City Ort By InvoiceAddress.Ort Ort City ? InvoiceCity MainInvoiceAddress.City2 City PostalAddress.City N/A
Country Land 2 letter ISO based on CountryNumber CustomerCard.Country_Region_Code converted to countryName Land Land InvoiceAddress.Land Land Country/Region Code ? Country based of the InvoiceCountryCode CountryName Country PostalAddress.Country.Name N/A
Phone Telefon Phone CustomerCard.Phone_No Telefon Telefon/Fax Telefon 1 Telefon Phone No. ? Telephone Phone PhoneNumber PhoneNumber Telefon
Invoice email Email EmailAddress CustomerCard.E_Mail Faktureringsuppgifter - E-dokument - E-post E-mail Faktureringsinställningar - Faktureringskontakt - E-post Email Email ? EmailAddress Email InvoiceEmail InvoiceEmail "E-post" on "fakt.adress" (otherwise "E-post" on "Er ref" or on the customer card)
Visiting address 1 Avvikande leveransadress - Postadr N/A N/A Besöksadress - Besöksadress Leveringssteder - Adresse Leveransadress - Adressrad 1 N/A N/A ? DeliveryAddress1 AddressLine1 Address1 PhysicalAddress.AddressLine1 N/A
Visiting address 2 Avvikande leveransadress - Postadr 2 N/A N/A N/A N/A Leveransadress - Adressrad 2 N/A N/A ? DeliveryAddress2 AddressLine2 Address2 PhysicalAddress.AddressLine2 N/A
Visiting zipcode Avvikande leveransadress - Postnr N/A N/A Besöksadress - Postnr Leveringssteder - Postnr. Leveransadress - Postnummer N/A N/A ? DeliveryPostalCode Postcode ZipCode PhysicalAddress.PostalCode N/A
Visiting city Avvikande leveransadress - Ort N/A N/A Besöksadress - Ort Leveringssteder - By Leveransadress - Ort N/A N/A ? DeliveryCity City City PhysicalAddress.City N/A

  1. Lookup of coworker in Lime CRM is done using the coworker.name field. ↩↩↩↩↩↩↩

  2. If an invoice address does not exist, the postal address is used instead. ↩↩↩↩