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Articles tagged "mapping" returned 27 results.
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Managing your Sage 50 integration
...alert criteria for when that module is triggered. Configure icon against that module will let you modify the mappings that are used for mapping data between Gold-Vision and Sage: Close...
Use Google to Map your Sales
...to create the optimum route for sales visits or see who else is nearby when planning routes. Close modal Click here to find out more about Google Mapping Integration. ...
Manage your Sales Team Introduction
...system functionality Click here to find out more. Close modal Map your Sales Use Google Mapping to view the location of Opportunities / Sales or Leads. Create routes and...
Using the Xero Integration
...pushed to Xero on creation: Close modal The Gold-Vision Account can then be accessed from Xero Contacts list. Close modal Info The mapping applied from Gold-Vision to Xero will depend...
Using the QuickBooks Online integration
...in QuickBooks Online. Information such as Company name, Business Address and telephone number will be sent from Gold-Vision. Info The mapping applied from Gold-Vision to QuickBooks Online will depend on...
Preparing your data
...your records contain the match keys – if not, split the file Areas such as duplicate identity & match keys, considerations for data mapping and risk assessment need careful attention....
Data bridge import
...look for specific, predefined data in mappings and then add to or update your Gold-Vision system. Close modal One-off or automated Imports Data Bridge jobs can run one-off jobs, or...
Using the Exchequer Integration
...integration fields mappings will also be pushed into your Exchequer customer record i.e. your billing address. Close modal Send a Sales Order to Exchequer The quotes module in Gold-Vision is...
Data Bridge
...look for specific, predefined data in mappings and then add to or update your Gold-Vision system. Close modal One-off or automated Imports Data Bridge jobs can run one-off jobs, or...
Using your Sage 200 integration
...the quote is closed-won to trigger the integration to send the quote to SAGE. Close modal There are also mappings from Gold-Vision to SAGE to demonstrate where the information will...
