Best practices and help articles from Quoter

Search results for:field mapping

Halo PSA Field Mapping

You can also push the value from a Quoter Custom Field to the Opportunity PO Number field, and upon acceptance… In that case, this is the mapping: When creating Halo Sites, Quoter uses this mapping: … Field Mappings

ConnectBooster/BNG Payments Field Mapping

Module Mapping… is done using organization name (Please ensure the Person's Organization has been set as a required field… Under Order Information, we push Quote Name under Description field and Quote Number (with revision)

Salesforce Field Mappings

Module Mapping… of the Salesforce Opportunity and Quote Status (if Salesforce Quotes are enabled) according to the mapping… *If the Default Expiration (In Days) field under Settings > Quote Expiry Date is set to '0' the Close

Xero Field Mappings

Module Mapping

Pipedrive Field Mappings

Module Mapping… Address Mapping Problem… Pipedrive uses a single address field in their UI / website, but internally splits the address to multiple

Syncro Field Mappings

new Syncro Product, we attempt to match to an existing Syncro Product by first comparing the MPN/code field

ConnectWise Field Mappings

Module Mapping… Quote is won or lost, Quoter will update the status of the ConnectWise Opportunity according to the mapping… Quote-level shipping amount and Quote-level discount will need to be mapped under 'Special Line Item Mapping

Mailchimp Field Mappings

Module Mapping… The Contact will be added to the Audience specified in the Default Audience Name field

Zoho CRM Field Mappings

Module Mapping… **Zoho Quotes don't have a mappable Shipping field

Xero Field Mappings (deprecated)

Module Mapping