Important Note: The ServiceTrade Accounting Connector (STAC) requires a Premium or Enterprise ServiceTrade Subscription and is a paid add-on. Please contact your ServiceTrade Salesperson or your Account Manager if you want to learn more about STAC.
This article covers what comes out of the box with your Foundation STAC Connector for AR Invoice data mapping.
Note: Any requests for this STAC Recipe to do anything that is not described below will require additional scoping and potentially additional hours to create a custom STAC.
Foundation AR "Basic" Import Data Mapping Chart
|Foundation Field||Data Type||PartsLedger and ServiceTrade Data Mapping||Notes|
|Invoice No||Character||ServiceTrade Invoice Number||DO NOT use punctuation or special characters or spaces as this may cause data formatting problems.|
|Customer No||Character||Company Foundation ID OR Company RefNumber, if Company Foundation ID is not present.|
|Description||Character||Single Entity Data-Mapping|
|Invoice Date||Date||Single Entity Data-Mapping|
|Transaction Date||Date||Invoice Transaction Date|
|Due Date||Date||Invoice Due Date|
|Job No||Character||ServiceTrade Job Number||job.jobnumber
Note: If you are an Enterprise customer and are using recurring invoices, you will need business logic for assigning job-numbering (in ServiceTrade, recurring invoices do not land on a Job, so we need to build an association to a job per customer, and possibly apply tags)
If you have the 'Force Job' flag enabled on the customer default record, a job will be required.
|Invoice Amount||Numeric||Invoice Total Amount|
|Tax Amount||Numeric||Invoice Tax Amount|
|G/L A/R Account||Numeric||Double Entity Data-Mapping|
|Income Type No||Character||Single Entity Data-Mapping||Business logic based on job type|
|Terms No||Character||Single Entity Data-Mapping|
|G/L Tax Account||Numeric|
Foundation AR "Detail" Import Data Mapping Chart
|Foundation Field||Data Type||
ServiceTrade Data Mapping
|*Invoice No||Character||ServiceTrade Invoice Number|
|Date||Date||ServiceTrade Invoice Transaction Date or Created Date|
|*Item No||Character||Item Code|
|Extended Price||Numeric||Item Price x Quantity|
A Red Asterisk (*) indicates a required field.
- Single Entity Data-Mapping: We can tie this to a single ServiceTrade data point.
- Double Entity Data-Mapping: We can determine this value based on up to two ServiceTrade data points.