Technical¶
Which components have been used to build this add-on? Custom endpoints, Custom limeobject, VBA, LBS app etc.
Tasks¶
The following tasks are available for scheduling. Since there can be a lot of services, you might want to import customers and serviceplaces more often than services.
Info
The handling of a file depends on the amount of rows in the file, and how many objects that have been updated. Normally, if only a few objects have been updated, the integration will finish in a minute or two.
Should you edit the mapping in Lime Admin, every row will be read and updated in Lime to ensure that any new mappings are considered.
edp_integration¶
This task imports customers, serviceplaces and services.
edp_customer_serviceplace¶
This task imports customers and serviceplaces.
edp_service¶
This task imports services.
inactivate_contracts¶
This task inactivates contracts where contract.company != contract.serviceplace.company (i.e. when a serviceplace has changed owner after a customer has moved).
EDP Files¶
An example of the files required in this integration are the following. The required columns are marked.
LimeKund¶
| Column | Note | Required |
|---|---|---|
| Kundnr | Primary Key | X |
| Personnr1 | ||
| Personnr2 | ||
| Efternamn1 | ||
| Förnamn1 | ||
| Efternamn2 | ||
| Förnamn2 | ||
| Kundadress | ||
| KundPostnr | ||
| KundOrt | ||
| KundLand | ||
| TelefonBostad | ||
| TelefonArbete | ||
| TelefonMobil | ||
| Epostadress | ||
| Fax | ||
| BetalningssättText | ||
| AGMedgivandeFr¨nBGÅter | Date | |
| EFakturaBanknamn | ||
| KundkategoriText | ||
| KundUpphördDatum | Date | |
| KundStatus | ||
| EpostOK | Bool | |
| SMSOK | Bool | |
| KundTyp | ||
| KundSkapad | Date | X |
| SenastÄndrad | Date | X |
LimeAnlaggning¶
| Column | Note | Required |
|---|---|---|
| Kundnr | Foreign Key Customer | X |
| Anlnr | Primary Key | X |
| AnläggningAdress | ||
| AnläggningPostnr | ||
| AnläggningOrt | ||
| Fastighetsbeteckning | ||
| Fastighetsnyckel | ||
| AnläggningKontakt | ||
| AnläggningTelefon | ||
| AvläsningsDistrikt | ||
| LTA | ||
| Populärnamn | ||
| AnläggningNyckelNr | ||
| AnläggningPortkod | ||
| AnläggningUpphördDatum | Date | |
| Anläggningskategori | ||
| AnläggninUtskicksadress | ||
| AnläggningSkapad | Date | X |
| SenastÄndrad | Date | X |
LimeTjanst¶
| Column | Note | Required |
|---|---|---|
| Kundnr | Foreign Key Customer | X |
| Anlnr | Foreign Key ServicePlace | X |
| Tjänstnr | Primary Key | X |
| Mätarnr | ||
| SenastFaktureradTomDatum | Date | |
| SenasteFakturanr | ||
| TjänstStartDatum | Date | X |
| TjänstSlutDatum | Date | X |
| Taxa | ||
| Mätarplacering | ||
| TjänstNyckelNr | ||
| Årsförbrukning | ||
| Tömningsfrekvenskod | ||
| RHDistriktkodText | ||
| Slanglängd | ||
| Brunnstyp | ||
| Behållarestorlek | ||
| Xkoordinat | ||
| Ykoordinat | ||
| Lägenhet | ||
| Tomtyta | ||
| ÖvrigtAntal | ||
| AntalBehållare | ||
| Bevakning | ||
| Mätarstorlek | ||
| Behållare | ||
| Avfallstyp | ||
| TjänstSkapad | Date | X |
| SenastÄndrad | Date | X |
| Taxebenämning | X | |
| Produkt | X | |
| Delprodukt | X |
Table and Field Definitions Lime CRM¶
To Be Updated...
Company¶
| Local Field Name | Database Field Name | Field Type | Length | Description |
|---|---|---|---|---|
| x | x | Text | 128 |
Serviceplace¶
| Local Field Name | Database Field Name | Field Type | Length | Description |
|---|---|---|---|---|
| x | x | Text | 128 |
Boughtservice¶
| Local Field Name | Database Field Name | Field Type | Length | Description |
|---|---|---|---|---|
| x | x | Text | 128 |
Service¶
| Local Field Name | Database Field Name | Field Type | Length | Description |
|---|---|---|---|---|
| x | x | Text | 128 |
Servicetype¶
| Local Field Name | Database Field Name | Field Type | Length | Description |
|---|---|---|---|---|
| x | x | Text | 128 |
Contract¶
| Local Field Name | Database Field Name | Field Type | Length | Description |
|---|---|---|---|---|
| x | x | Text | 128 |