293 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
Order Custom Fields
Custom fields Order Custom Fields: Scheduling and Error Handling How to Create and Edit Order Custom fields To
ConnectWise Setup Guide
Click + to add a new Custom Field. Enter a Field Caption (for example, “ERPId”). Set Field Type to Text (maximum 100
Contract Custom fields
Custom Fields, navigate to Settings > Custom Fields > +Add new: Configure Custom Field Options Custom Fields can
Organization Custom fields
Navigate to Custom Fields Settings Configure Custom Field Properties Required Custom Fields View Custom Fields in Different
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
Reporting API v1/v2 – payment terms
UI Mapping The API response fields directly correspond to the following UI display elements: API Field UI Display
Platform Contracts and ConnectWise Agreements
appear as Additions on the Agreement for the mapped Company. Key Agreement fields that matter for the integration: