To ensure that the transfer of master data and orders to Handyman works as well as possible, some configurations must be completed before starting the transfer to Handyman.
Uniconta is the "owner" of some master data that both systems need to function optimally together.
Settings for master data in the integration
It is possible to make some choices for the master data transfer for each individual Uniconta customer, depending on how they want to work with Handyman.
| Setting | Value | Comment |
|---|---|---|
| Department Dimension | 1 - 5 | Select the dimension designated as the department in Uniconta |
| Import delivery locations as sites | Yes/no | Uses the customer's addresses to create installation sites to which equipment can be connected in Handyman. |
| Add New Employees To All Trade And Salary Groups | Yes/no | All new employees gain access to all master data without additional configuration |
| Create Item Group For Suppliers | Yes/no | Used if you want to tag all items for a supplier in order to provide a discount based on where the product is supplied from. |
| Default product unit | Text | Unit used for products that do not have a unit in Uniconta |
Customers and related data
| Entity | API source | Filter | Comment | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Customer category | DebtorGroupClient | If blocked, it will be deleted if it is not in use | |||||||||
| Customers | DebtorClient | isCustomer = true isInacitve = false |
We only transfer debtors that are active customers Inactive customers are deleted/hidden in Handyman and activated again if the inactive status is turned off. | ||||||||
| Addresses |
DebtorClient WorkInstallationsClient | isInactive = false | See the rule for the ID below | ||||||||
| Contacts |
DebtorClient ContactClient |
The primary contact and delivery contact are imported from the customer, and additional contacts are imported from a separate table if they exist.
| |||||||||
| Installation sites |
DebtorClient WorkInstallationsClient | A setting in the configuration determines whether installation sites should automatically be created from the customer's addresses | See the rule for the ID below |
Building the external ID for Addresses and Installation sites
The primary address is always created; other addresses are created only if they exist.
If the setting for automatic creation of an installation site is enabled, only the primary address is created for the customer.
| Address | ID for address | ID for installation site |
|---|---|---|
| Primary address | "<customer number>_" + Customer.RowId | "<customer number>" + "_S" |
| Delivery address | "delivery_" + Customer.RowId | "<customer number>" + "_S_L" |
| Additional delivery address | "work_" + Address.RowId | "<customer number>" + "_S_L_" + Address.rowId |
Departments and employees
All users who should exist in Handyman must be created in Uniconta. This applies to both mobile users and project managers/persons responsible in the office.
| Entity | API source | Filter | Comment |
|---|---|---|---|
| Department | GLDimType1Client (1-5) | Blocked = false |
If blocked, the department is not imported. The dimension used is configurable. At least one department must exist. |
| Employees | EmployeeClient | Dimension1-5 <> '' |
We only transfer employees who are associated with a department. Employees with the title = "ProjectManager" will automatically be assigned the department case handler role in Handyman Office. |
Suppliers and products
Price lists in Handyman are always linked to a supplier price list in Uniconta.
A supplier can be linked to multiple price lists in Uniconta. A supplier is imported only once.
All items from all price lists linked to a supplier will be imported/linked to one price list in Handyman.
Since handyman can only have one price list per supplier, this means that the same items can be duplicated in Handyman, but linked to different suppliers.
| Entity | API source | Filter | Comment |
|---|---|---|---|
| Supplier | CreditorClient | Pricelist not null | Only suppliers with a price list are imported |
| Product | CreditorPriceListClient InvPricelistLineClient | The cost price of products is retrieved from the product, not the price list. | |
| Item group | InvGroupClient |
All products must have an item group. See the rules for importing below. |
Item groups
If the createItemGroupForSuppliers option is enabled, we import an item number type with a fixed ID for Uniconta. All suppliers will be linked to this item number type.
Each supplier receives one item group with a supplier ID, and the list of item groups is imported from the global item groups in Uniconta (InvGroupClient).
These item groups can be used to set a special price for a customer or in a contract. In addition, they are used to filter items when registering material consumption on orders.
Pay types and order category (Sales order mode)
Pay types
Pay types are retrieved from Product in Uniconta based on product type and unit, as well as any additional configuration in the integration to determine the type in more detail.
| Unit | API source | Comment | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Filter | Product | Product type = Service and Unit <> "" | ||||||||||||||||
| Unit | Unit |
| ||||||||||||||||
| Hour type | Unit and Name |
Calculated in Handyman
| ||||||||||||||||
Order category
The source is Order groups in Uniconta.
| Field | API source | Comment |
|---|---|---|
| Number | Number | |
| Name | Name |
Pay types and order category (Project mode)
Pay types are retrieved from Pay types in Uniconta.
(More information will be added later)
Order category
The source is Project groups in Uniconta.
| Field | API source | Comment |
|---|---|---|
| Number | Group | |
| Name | Name |
Inventory and inventory contents
Handyman can continuously exchange data about inventory and inventory changes so that you have a complete overview of what is available in inventory.
Inventory
Inventory is transferred if the warehouse type is "PickingWarehouse" or "TransitWarehouse"
Inventory contents
Nightly transfer. This will be changed when purchasing and inventory movements are fully supported.
Inventory movements
Inventory movements from Uniconta are not transferred yet.
Inventory movements from Handyman Mobile/Office are transferred automatically and update inventory immediately in Uniconta.