Overview
This page relates to the ConnectWise integration. It contains the data mappings for sites between Emersion and ConnectWise. It also contains any logic and sync rules that apply.
For more information on the integration between Emersion and ConnectWise, see this article.
Sites Data Mapping
| ConnectWise | Emersion | Rules | |
|---|---|---|---|
| Site | Site | If at least one site exists:
| |
| id | - | id | |
| primary address flag | <-> | isPrimary flag | A company must have a primary site. |
| name | <-> | name | If it is not provided, site name defaults to 'Main'. If another site is already named 'Main' this would result in two (or more) sites named 'Main' in Emersion. |
| address | |||
| Address | Sites using the postal addresses format will not be synchronised. | ||
| address line 1 | <-> | address line 1 | |
| address line 2 | <-> | address line 1 | When copying addresses from ConnectWise to Emersion, the address display type will be 'Unstructured', which is a simple type using 'Address Line 1', 'Address Line 2' fields. Emersion addresses using one of the more complex types will be converted to the 'Unstructured' format for the purpose of comparing and exporting data. |
| city | <-> | suburb | For Australian addresses, the state value has to match a standard abbreviation, e.g. 'VIC', 'NSW' etc. |
| state | <-> | state | |
| zip | <-> | postcode | |
| country | <-> | country | Country Name values received from ConnectWise are matched using a lookup table based on the ISO 3166 standard. Values that fail lookup will be discarded. |