Invoice and credit note transfers
Overview of the integration flow:
- Check customers, create or update
- Check products, create or update
- Transfer invoice
Customers
Note
Customer numbers in UniEconomy must follow a number series starting with 100000 and, therefore, may not match with the customer number in RecMan. Please contact RecMan support to either arrange an import of customer numbers to RecMan from UniEconomy (additional costs will apply) or set up a custom configuration.
RecMan checks if a customer with the same customer number exists in UniEconomy.
- If the customer number does not exist in UniEconomy, RecMan will create the customer in UniEconomy with the details specified in the table below.
- If the customer exists in UniEconomy, RecMan will update the customer in UniEconomy with the details specified in the table below.
By default, the following customer details are transferred to UniEconomy when a customer is created or updated:
| UniEconomy Field | RecMan Field |
|---|---|
| Name | Customer Name |
| Customer Email | |
| OrganisationNumber | Customer Company No. |
| Invoice Address | Customer Invoice Address 1 |
| Invoice Address Postal Code | Customer Invoice Address, Postal Code |
| Invoice Address City | Customer Invoice Address, City |
| Invoice Address Country | Customer Invoice Address, Country |
| Delivery Address | Customer Delivery Address 1 |
| Delivery Address Postal Code | Customer Delivery Address, Postal Code |
| Delivery City | Customer Delivery Address, City |
| Delivery Country | Customer Delivery Address, Country |
| Customer Number (Custom, not visible) | Customer Number |
Products
RecMan checks if a product with the same product number exists in UniEconomy.
- If the product number does not exist in UniEconomy, RecMan will create the product in UniEconomy with the details specified in the table below.
- If the product exists in UniEconomy, RecMan will update the product in UniEconomy with the details specified in the table below.
The following product details are transferred to UniEconomy when the product is created:
| UniEconomy Field | RecMan Field |
|---|---|
| Product Number | Product Number |
| Name | Product Name |
Invoices
When transferring an invoice, the following details are sent to UniEconomy:
Invoice headers:
| UniEconomy Field | RecMan Field |
|---|---|
| Invoice Number | Invoice Number |
| Invoice Date | Invoice Date |
| Invoice Due Date | Invoice Due Date |
| Your Reference | Project, Customer invoice reference |
| Our Reference | Project, Our Invoice reference |
| Customer Name | Customer Name |
| Comment | Invoice Notes |
Invoice lines:
| UniEconomy Field | RecMan Field |
|---|---|
| Product | Product |
| Text | Product Description |
| Quantity | Quantity |
| Price ex VAT | Price ex VAT |
| VAT | VAT |
When the invoice transfer is complete, the invoice in RecMan will be marked as Exported.
For more information, see this article UniEconomy (Integration setup).