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Articles tagged "mappings" returned 16 results.
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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...
Using the Xero Integration
...on how the information is sent between systems. Click here to find out more about setting the integration mappings. Note you may need to refresh before the account appears Data...
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...
Preparing your data
... Using the Convertor will eliminate most of the unwanted characters, spaces and carriage returns. Sample Import Import some sample rows and save the field mappings It’s good practice to...
Gold Vision Import Report
A data import may fail due to incorrect mappings or invalid data. If an import fails, a Gold-Vision Import Report can be emailed to the user. The report contains a...
Use Google to Map your Sales
Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View Close modal Crete routes to visit your opportunities or check if there...
