Abtrac SQL Connector
- 05 Aug 2024
- 1 Minute to read
- Print
- PDF
Abtrac SQL Connector
- Updated on 05 Aug 2024
- 1 Minute to read
- Print
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Admin Content
1. Abtrac SQL Connector Configuration in 12d Synergy
Setting | Value/Value Source | Additional Information |
|---|---|---|
SQL Server Connection String | Obtained from Abtrac | The connection string for your Abtrac database. |
Last Sync Timestamp | Time stamp of the last synchronisation |
2. Abtrac SQL Connector Data Mappings in 12d Synergy
2.1. Job Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Job ID | Text | JobID | JobID | Job ID |
Job Status | Text | Status | Status | Status |
Job Type | Text | Type | Type | Type |
Company | Company | Company | Company | Company |
Job Contact | Contact | Contact | Contact | Contact |
Proposal Number | Text | ProposalNumber | ProposalNumber | Proposal Number |
Job Owner | Text | Owner | Owner | Owner |
Date Created | Date | DateCreated | DateCreated | Date Created |
Billable job? | Yes/No | Billable? | Billable? | Billable? |
Job Category | Text | Category | Category | Category |
User Defined 1 | Text | UserDefined1 | UserDefined1 | User Defined 1 |
User Defined 2 | Text | UserDefined2 | UserDefined2 | User Defined 2 |
User Defined 3 | Text | UserDefined3 | UserDefined3 | User Defined 3 |
User Defined 4 | Text | UserDefined4 | UserDefined4 | User Defined 4 |
User Defined 5 | Text | UserDefined5 | UserDefined5 | User Defined 5 |
User Defined 6 | Text | UserDefined6 | UserDefined6 | User Defined 6 |
User Defined 7 | Text | UserDefined7 | UserDefined7 | User Defined 7 |
User Defined 8 | Text | UserDefined8 | UserDefined8 | User Defined 8 |
User Defined 9 | Text | UserDefined9 | UserDefined9 | User Defined 9 |
Bill Recipient | Text | BillRecipient | BillRecipient | Bill Recipient |
Bill Recipient Role | Text | BillRecipientRole | BillRecipientRole | Bill Recipient Role |
Billing Address 1 | Text | BillingAddress1 | BillingAddress1 | Billing Address 1 |
Billing Address 2 | Text | BillingAddress2 | BillingAddress2 | Billing Address 2 |
Billing Address 3 | Text | BillingAddress3 | BillingAddress3 | Billing Address 3 |
Billing Address 4 | Text | BillingAddress4 | BillingAddress4 | Billing Address 4 |
Fixed Fee Quote? | Yes/No | FixedFeeQuote? | FixedFeeQuote? | Fixed Fee Quote? |
Fixed Fee | Real | FixedFee | FixedFee | Fixed Fee |
Fixed Fee Description | Text | FixedFeeDescription | FixedFeeDescription | Fixed Fee Description |
Comment | Text | Comment | Comment | Comment |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
2.2. Contact Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Contact ID | Text | ContactID | ContactID | Contact ID |
Title | Text | Title | Title | Title |
Role | Text | Role | Role | Role |
Phone | Text | Phone | Phone | Phone |
Ext | Text | Ext | Ext | Ext |
Mobile | Text | Mobile | Mobile | Mobile |
Fax | Text | Fax | Fax | Fax |
Comment | Text | Comment |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
2.3. Company Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Client Number | Text | ClientID | ClientID | Client ID |
Client Abbreviation | Text | Website | Website | Website |
Client Abbreviation | Text | ClientAbbreviation | ClientAbbreviation | Client Abbreviation |
Comment | Text | Comment | ||
Create Date | Date | DateCreated | DateCreated | Date Created |
Client Type | Text | ClientType | ClientType | Client Type |
Address 1 | Text | Address1 | Address1 | Address 1 |
Address 2 | Text | Address2 | Address2 | Address 2 |
Address 3 | Text | Address3 | Address3 | Address 3 |
Address 4 | Text | Address4 | Address4 | Address 4 |
Bill Recipient | Text | BillRecipient | BillRecipient | Bill Recipient |
Billing Address 1 | Text | BillingAddress1 | BillingAddress1 | Billing Address 1 |
Billing Address 2 | Text | BillingAddress2 | BillingAddress2 | Billing Address 2 |
Billing Address 3 | Text | BillingAddress3 | BillingAddress3 | Billing Address 3 |
Billing Address 4 | Text | BillingAddress4 | BillingAddress4 | Billing Address 4 |
Postal Address 1 | Text | PostalAddress1 | PostalAddress1 | Postal Address 1 |
Postal Address 2 | Text | PostalAddress2 | PostalAddress2 | Postal Address 2 |
Postal Address 3 | Text | PostalAddress3 | PostalAddress3 | Postal Address 3 |
Postal Address 4 | Text | PostalAddress4 | PostalAddress4 | Postal Address 4 |
Phone | Text | Phone | ||
Fax | Text | Fax |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
Was this article helpful?