306 results for "fields mapping"
Reconciliation File - UI Fields Mapping
Introduction This article provides a comprehensive mapping of fields found in the Reconciliation File to their corresponding
Connectwise integration: Mapping organizations and products
article: Mapping page Mapping best practices Organizations tab Products tab Invoices tab Re-mapping behaviour
Invoice lines in ConnectWise Manage
Subscriptions that have an existing Addition mapping in ConnectWise. If no mapping is found for a cancelled Subscription, it
PSA integration scope: AppXite and Partner responsibilities
integration area. Field mapping schema — defining available AppXite fields, supported PSA target fields, and exposed transformation
ConnectWise Setup Guide
Click + to add a new Custom Field. Enter a Field Caption (for example, “ERPId”). Set Field Type to Text (maximum 100
Order Custom Fields
Custom fields Order Custom Fields: Scheduling and Error Handling How to Create and Edit Order Custom fields To
Vendor Self-Onboarding Guide
select New Offer for the desired product, fill in the needed fields, and click Save How to create new Offers How to create
Platform Contracts and ConnectWise Agreements
appear as Additions on the Agreement for the mapped Company. Key Agreement fields that matter for the integration:
Reporting API v1/v2 – payment terms
UI Mapping The API response fields directly correspond to the following UI display elements: API Field UI Display
Contract Custom fields
Custom Fields, navigate to Settings > Custom Fields > +Add new: Configure Custom Field Options Custom Fields can