Export Deals or Accounts can be exported by any user who has permission to export records. You can export data from the record detail or in bulk from the list view. A deal must contain at least one Product and be in the Won state.
Categorized Products are matched by Product code to the selected warehouse. Product codes must already exist in Money ERP. Uncategorised products are added as a free item without a link to the warehouse.
Export from Raynet to Money ERP
In the detail of the deal, click the button three dots » Export » System exports and select Export to Money ERP system (in case of direct export) or Economic system MoneyERP (in case of export to XML file).
If you export from the list view of Deals, you need to first filter or select the Deals you want to transfer and then click the button on the right three dots » Export to Money ERP application (you can choose the option for direct export or export to XML file).
Verification of the transferred contact details of the Account is based on Company ID (IČ). If the system does not find a match, it will create a new contact in Money ERP, for which it will create a Received Order. If the address details of the Account recorded in Raynet and in Money ERP do not match, the details will not be updated and the original details from the accounting system will be transferred to the Order.
For the Account in Raynet, the following data is exported to Money ERP, where a company is created in the directory:
• Company ID (IČ)
• Tax ID (DIČ)
• VAT ID (IČ DPH)
• name
• payer
• note
• primary address - tel1, email1, name, street, city, ZIP, country
• contact address - name, street, city, ZIP, country
For the Deal the following is exported and transferred to the Order in Money ERP:
• code
• name
• note
• issue date
• currency
• rate
For the items of the Deal, the following is exported:
• name
• note
• quantity
• unit price
• discount
• VAT
• code
• order
Import of data into Money ERP
Automatic transfer occurs in the background without the need to save and manually manipulate the import file.
First, it is necessary to prepare the import configuration with the Raynet code. The configuration can be set manually or you can use the pre-prepared configuration, which you can import into the relevant list by right-clicking right mouse button » Import.
After creating the configuration, the integration can be used immediately. No further adjustments are needed for the automatic processing of sent records into the import table.
If you also use manual import, it can be added to this configuration manually using the Input XML file, where the physical XML files from Raynet are stored.
There is no need to intervene in the detailed import configuration. All records are inserted into individual objects (Company, Received Order) into the group Unclassified. For better sorting, we recommend saving individual records into a group of your choice, for example, for Received Orders into the Raynet group.
Individual records will be imported from Raynet into the Import queue from XML, which is automatically processed using the CSWAutomatik function.
For backward creation and updating of certain data, the Money ERPIntegration module and API on the Raynet side is used. This tool can be used, for example, for immediate and automatic updating of product prices in Raynet. Quotes in Money ERP are then issued according to current prices.
For more information and settings, you can contact customer support Money ERP:
- URL: podpora.moneyerp.com
- Tel.: 549 522 502