Contact Field Mapping
| Salesforce | Saasu | Notes |
| Salutation | Title | |
| First Name | First Name | |
| Last Name | Last Name | |
| Account.External Id | Company UID | Used as an external reference. This value is updated to Salesforce after the contact sync. |
| Contact Id | Contact ID | Used as an external reference |
| Email | Email | |
| Phone | Main Phone | |
| Mobile Phone | Mobile Phone | |
| Mailing Street | Mailing Street | |
| Mailing City | Mailing City/Town | |
| Mailing State | Mailing State | |
| Mailing Postal Code | Mailing Post/Zip | |
| Mailing Country | Mailing Country | |
| Other Street | Shipping Street | |
| Other City | Shipping City/Town | |
| Other State | Shipping State | |
| Other Postal Code | Shipping Post/Zip | |
| Other Country | Shipping Country | |
| External ID | UID | Used as an external reference. This value is updated to Salesforce after the contact sync. |
| Contact URL | URL | This value is updated to Salesforce after the contact sync. |
Opportunity Field Mapping
| Salesforce | Saasu | Notes |
| Transaction Type | Defaults to "S" (Sale Type) |
| Closed Date | Date | |
| Bill To Contact.External ID | Contact Uid | |
| Name | Summary | |
| Notes | Defaults to Sync from Salesforce Opportunity |
| Layout | Defaults to "I" (Item Layout) |
| Transaction Type | Invoice Type | Defaults to Tax Invoice if none specified |
| Is Tax Inclusive | Amounts Include Tax | Decides if prices synced to Saasu include tax |
| Purchase Order Number | Purchase Order Number | |
| Email Invoice To Contact | SendEmailToContact | Can also be set manually from the "Sync Opportunity" screen |
| Invoice Number | Invoice Number | Defaults to "". A generated Invoice Number will be returned once it is synced to Saasu |
| External ID | Uid | Used as an external reference. The External ID will be returned once it is synced to Saasu |
| | |
| Line Item Quantity | Quantity | |
| Line Item.Product.ExternalId | Item Uid | |
| Line Item Description | Description | |
| Line Item Tax Code | Tax Code | If this is left blank, the default tax code of the Product will be used |
| Line Item Unit Price | Unit Price | Pre-calcution for tax inclusive and non-tax inclusive |
| *CurrencyIsoCode | Currency | |
| * | AutoPopulateFxRate | Default to false |
| * | FxRate | Will use either Salesforce conversion or Saasu conversion depending on config |
| | |
| * For Multi-Currency Organization Only | | |
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