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Business Management Software For Value Added Resellers
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CRM, Quote Processing, Order Processing, Procurement, Web Storefront, PSA and
business process automation |
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Peachtree
Integration Issuess
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System Settings
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Make sure that your Peachtree account numbers and topic id are set using
the File>Administration>System Settings dialog box.
Please note: Topic id is the name of the directory for the company
you will be using to check for the existence of customers and products.
Peachtree Passwords
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If you use Peachtree passwords you must add the Peachtree password or Userid
and Password within Reseller. Using the contacts tab search for the users
contact record you will be adding the Peachtree password to then edit the
contact and from the External Systems tab click NEW and select Peachtree
from the system name drop down and then enter the Peachtree Userid and password.
If the version of Peachtree only has a password then enter the password in
the USER ID Field. Save the contact and exit. Do this for each user
that will be exporting sales orders to Peachtree.
Export Files
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On either a Sales Order or Purchase Order export files are created in an export directory off of your temporary files directory that is set
via user preferences. Up to 3 files can be created for each Sales and Purchase
Order exported. One for the account if not found in Peachtree, One for products
if not found in Peachtree and One for either the Sales or Purchase Order.
When importing, import the Account and Product files first then import the
Sales and Purchase Order files. Make sure after importing you delete these
file so you do not import them again.
Peachtree Import
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From within Peachtree select import/export and create a template for reseller
customer lists, sales orders, inventory and purchase orders. Use the tables
below to select the correct fields for the import. Make sure that if you
have custom fields that they are not selected in these import templates.
Please Note:
Inventory fields Alternate Vendor, Substitution, Weight and Special Note
are custom fields and should not be checked.
Only the Sales Order Journal should have the First Row Contains Heading checkbox
checked.
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