Area If a Customer is deleted from FSM, then the corresponding Customer, as well as all associated sub-customers (if any), are made inactive in QuickBooks. Also “(deleted)” is appended to the inactivated customer names.
Location Synchronization
A Location in FSM represents a site where service will be provided to the customer. Each customer can have several locations in FSM. Each location (except the special Zero Location) will correspond to a sub-customer in QuickBooks.
The synchronization of Locations is accomplished in both directions:
•
• from FSM to QuickBooks, from QuickBooks to FSM.
The following table contains the mapping of Location fields between FSM and QuickBooks.
Note: Not all the Location fields can be synchronized. The following table lists only those fields which are synchronized.
Table 15 Location Mapping Table
Field Service Management
(FSM)
Supported
Mapping
Direction
QuickBooks Notes
Location Sub-customer pg. 52
Field Service Management
(FSM)
Supported
Mapping
Direction
Service Location Name
QuickBooks
Display name as
City
State/Province
Notes
The maximum allowed length in QuickBooks is 100 characters and cannot contain a colon (:).
The Location/Sub-customer name should be unique within a parent.
Customers in QuickBooks can be hierarchical and can contain up to 5 (five) levels of hierarchy, where the first level represents a customer and all others represent subcustomers in QuickBooks and Service Locations in FSM.
To support the hierarchical structure in FSM the colon (:) is used as a hierarchical level separator.
During the synchronization of hierarchical Subcustomers from QuickBooks to FSM the Service Location
Name field will look like:
[Sub-customer Level1 Name]:[Sub-customer Level2
Name]:[Sub-customer Level3 Name]:[Sub-customer
Level4 Name].
The maximum allowed length in FSM is 40 characters and 255 characters in QuickBooks.
Shipping address
City/Town
Shipping address
State (for USA) or
Province (for
Canada)
The maximum allowed length in FSM is 2 characters and
QuickBooks is 21 characters.
Zip/Postal Code
Country
Address 1
Shipping address
Postal Code
Shipping address
Country
Shipping address
Street (Line 1)
The maximum allowed length in FSM is 10 characters and QuickBooks is 31 characters.
During synchronization from QuickBooks to FSM, the
Country value (regardless of its length) will be overwritten to “US”.
The maximum allowed length in QuickBooks is 255 characters.
Note: The Country name field is not visible on the FSM
User Interface
The maximum allowed length in FSM is 128 characters and QuickBooks is 500 characters. pg. 53
