Customer Creation
The following information from the firm in Deltek CRM is used to create the customer in Maconomy.
| Deltek CRM Field | Maconomy Field | Notes |
|---|---|---|
| Customer No. (Customer.CustomerNumber) | This comes from a Maconomy number series or is equal to the Deltek CRM company ID (depending on a system parameter in Maconomy). | |
| Company No./Company ID (CL.Client) | Deltek CRM Customer ID (Customer.CRMCustomerID) | This is the company/customer ID from Deltek CRM. |
| Company Instance Key (CL.ClientID) | Deltek CRM Customer Key (Customer.CRMCustomerKey) | This is the company/customer instance key from Deltek CRM. |
| Customer Name (CL.Name) | Name 1 (Customer.Name1) | |
| Primary Address (CLAddress.Address1) | Name 2 (Customer.Name 2) | |
| Primary Address (CLAddress.Address2) | Name 3 (Customer.Name 3) | |
| Primary Address (CLAddress.Address3) | Name 4 (Customer.Name 4) | |
| City (CLAddress.City) | City (Customer.PostalDistrict) | |
| Zip (CLAddress.Zip) | Zip Code (Customer.ZipCode) | |
| State (CLAddress.State) | Depending on setup (Country or Name5) | Configuration option |
| Country (CLAddress.Country) | Depending on setup (Country or Name5) | Configuration option |
| Phone (CLAddress.Phone) | Phone (Customer.Telephone) | |
| Account Manager (UD employee number lookup: ClientCustomTabFields.custAccountManager) | Account Manager (Customer.AccountManagerNumber) | |
| Custom Currency Code | Currency |