How It Works

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The BirdDog Service Pro Connector monitors your ERP for changes (add or change for everything below; as well as deletes for Sales Order Header/Lines only) and sends that to Service Pro:

  • Locations -> Warehouses
    • Code -> Number
    • Description -> Name
    • Van
    • Notes
    • External Number
    • IsActive -> Active
    • IsDeleted -> Deleted
    • Notes
      • If we attempt to upload a new location and there is a conflict with an existing warehouse number we then query Service Pro for the id of that warehouse number and create a linkage between the Code and the id returned.
  • Product Categories
    • Code -> Code Number
    • Description -> Value
  • Items - Items are sent to Service Pro based on their Item Type which can be configured in BirdDog:   
    • Integration Notes
      • Because Service Pro stores different item types in different tables - if you change the Service Pro item type on an item the connector will delete the item from the old item type table and then insert a new record into the new item type's table. If the previous Service Pro Item Type was Inventory, it will delete all associated Item/Warehouses.
    • Inventory
      • Item No -> Item Number
      • Description -> Description
      • Default Location -> Default Warehouse
      • Taxable -> Taxable
      • Warranty Days
      • UOM
      • Sales UOM
      • Purchasing UOM
      • Product Category
      • OEM Vendor Name -> Default Manufacturer Name
      • OEM Vendor Item No -> Manufacturer Item Number
      • Default Location.Price -> Price
      • Default Location.Cost -> Cost
      • Notes
      • External Number
      • IsActive -> Active
      • IsDeleted -> Deleted
      • Integration Notes
        • First Time Run: The connector will download all inventory from Service Pro and create linkages for items that exist in BirdDog.
    • Task
      • Item Number - > Task Number
      • Item.Default Location.Price > Task Rate Standard
      • Item.Default Location.Cost > Cost
      • Item.Loc -> Source Warehouse
      • Description
      • Taxable
      • Notes
      • External Number
      • IsActive -> Active
      • IsDeleted -> Deleted
    • Service Tech
      • Item No -> Service Tech Number
      • Item Description -> Service Tech Name
      • One-way sync from ERP of Primary Location to Source Warehouse
      • Default Item / Location Price -> Standard
      • Default Item / Location Cost -> Standard
      • Taxable -> Taxable
      • Notes
      • External Number
      • IsActive -> Active
      • IsDeleted -> Deleted
      • On Staff - Initially true. Can then be maintained in Service Pro after it has been uploaded
      • Show On Schedule Board - Initially true. Can then be maintained in Service Pro after it has been uploaded
      • Pay Commission - Initially true. Can then be maintained in Service Pro after it has been uploaded
      • Specialties are managed in Service Pro
    • Inspection
      • Item No -> Inspection Number
      • Item Description -> Inspection Name
      • Item Description -> Description
      • Taxable -> Taxable
      • Default Item / Location Price -> Price
      • Default Location.Cost -> Cost
      • Notes
      • External Number
      • IsActive -> Active
      • IsDeleted -> Deleted
  • Item / Locations
    • Quantity On Hand
    • Price
    • Average Cost
    • Last Cost
    • Standard Cost
    • Picking Sequence -> UDF Picking Sequence
    • Notes
    • Integration Notes
      • First Time Run: The connector will download all inventory warehouses from Service Pro and create linkages for item/locations that exist in BirdDog.
      • The connector only sends 1000 item/locations up per connector run; this was added to the code to prevent a massive item/location upload at the end of the month preventing orders from coming down.
  • Terms
    • Code -> Number
    • Description -> Description
    • Due Days -> Due Days
  • Sales Reps
    • Code -> Number
    • Name
    • Phone Number
    • Email
  • Ship Vias
    • Code - Code Number
    • Description - Description
  • Tax Codes
    • Code -> Tax Code Number
    • Description -> Description 
    • Sort Order -> Ordering
    • Tax Percent -> Tax Percent
  • Tax Schedules
    • Code -> Tax Schedule Name
    • Code -> Tax Schedule Number
    • Description -> Description 
    • List of Tax Codes -> List of Tax Codes
  • Customer Contacts
    • First Name
    • Last Name
    • Title
    • Phone Number
    • Extension
    • Email
    • Notes
    • Integration Notes
      • Only contacts with a relationship to an organization that is a customer are uploaded.
  • Divisions
    • Code -> Number
    • Description -> Name
    • Notes
  • Regions
    • Code -> Number
    • Description -> Name
    • Notes
  • Order Reasons
    • Code -> Number
    • Description -> Value
    • Notes -> Comments
  • Order Appointment Statuses
    • Code -> Number
    • Description -> Value
    • Sort Order
    • Color - Set to #0000FF if new
    • Notes -> Comments
  • Order Appointment Specialty
    • Code -> Number
    • Description -> Value
    • Sort Order
    • Notes -> Comments
  • Order Appointments
    • Name
    • Description
    • Status
    • Scheduled Date
    • Preferred Tech
    • Request Date
    • Promise Date
    • Appointment Specialties List
    • Notes
  • Equipment
    • Code -> Number
    • Description
    • Serial Number
    • Is Critical
    • Manufacturer Name
    • Manufacturer Item No
    • Manufacturer Serial No
    • Lot Number
    • Location
    • Warranty Parts Covered
    • Extended Parts Period
    • Warranty Labor Covered
    • Extended Labor Period
    • In Service Date
    • Type
    • Price
    • Purchase Date
    • Warranty Parts Expiration Date
    • Warranty Labor Expiration Date
    • Contract Status
    • Contract Expiration Date
    • Contract Labor Covered
    • Contract Loaner Covered
    • Contract Parts Covered
    • Contract Telephone Support Covered
    • Contract Time And Material Covered
    • Service Type
    • Service Level Agreement
    • Notes
    • External Number
    • IsActive -> Active
    • IsDeleted -> Deleted
    • Custom Fields
  • Unit of Measures
    • Code -> Number
    • Description -> Value
  • Custom Fields (Order, Order Line, Customer, and Equipment supported)
    • Group -> Table Name
    • Name -> Name

The BirdDog Service Pro Connector monitors Service Pro for Orders that are not on hold and, if the Starting Order Number has been set on the connector, the work order number is greater than or equal to the Starting Order Number; if orders meet these criteria, the connector brings them into your ERP.

The following data is both written to and downloaded from Service Pro. Properties not specified are left at the default value.

  • Customers
    • Customer Number -> Cus No
    • Name -> Name
    • Sort Name -> Search Name
    • Link Sort Name -> False
    • Attention
    • Bill To -> Address
      • Address 1 -> Address 1
      • Address 2 -> Address 2
      • Address 3 -> Address 3
      • City -> City
      • Postal Code -> Zip
      • Region -> State
      • Country -> Country
      • Phone -> Phone
      • Ext -> Phone Ext
    • Terms -> Terms
    • Sales Person -> Sales Person
    • Customer Type -> Default Customer Type
    • Statement Frequency -> Default Statement Frequency
    • Ship Via
    • Warehouse -> Service Pro Company Default Warehouse
    • Credit Hold
    • Credit Limit
    • Credit Balance -> Balance
    • Account Date -> Start Date
    • Taxable
    • Tax Code
    • Tax Schedule
    • Exempt Number -> Tax Exempt Number
    • Force PO -> Require PO
    • Division
    • Notes
    • External Number
    • IsActive -> Active
    • IsDeleted -> Deleted
    • Custom Fields
    • Integration Notes
      • If we attempt to upload a new customer and there is a conflict with an existing customer number we then query Service Pro for the id of that customer number and create a linkage between the customer number and the id returned.
      • When we upload a new customer, we add the Customer's corresponding Ship To (ShipToNumber="billing") and Site (SiteNumber="billing") as well. This ship to and site are managed by convention, there is no linkage.
      • If the Customer has a parent customer number (such as Sage 100's National Pricing), we use the parent's billing address when creating the child customer; any changes to the child customer's billing address in the ERP is ignored. In this case, any changes to the child customer information (like an address) in Service Pro will also not be downloaded to your ERP.
  • Ship Tos:
    • Number -> Code
    • Name
    • Attention -> Contact Name
    • Address 1 -> Addr_1
    • Address 2 -> Addr_2
    • Address 3 -> Addr_3
    • City -> City
    • Region -> State
    • Postal Code -> Zip
    • Country -> Country
    • Phone -> Phone_No
    • Ext -> Phone_Ext
    • Fax
    • Email
    • Region ID -> Region Code
    • Ship Via -> Service Pro Company Default Ship Via
    • Warehouse -> Service Pro Company Default Warehouse
    • Latitude
    • Longitude
    • Notes
    • External Number
    • IsDeleted -> Deleted
    • Integration Notes
      • When we upload a ship to, we add/update the Ship To's corresponding Site as well with the following data:
        • Number -> Code
        • Name -> Name
        • Site Start Date -> Now
        • Terms -> Customer Terms
        • Creidt Hold Override
        • On Hold
        • Latitude
        • Longitude
        • Notes
        • External Number
        • IsActive -> Active
        • IsDeleted -> Deleted
  • Sales Orders
    • Integration Notes
      • Download
        • Work Order number has to be greater than or equal to the Connector Starting Order Number
        • Work Order is not on hold
        • Work Order has at least one item number
      • Upload
        • Only orders with the "Send to Service Pro" field checked are sent
        • Orders that exist on Service Pro and have a completed date will not be uploaded
      • Orders go both ways; one can generate an order in Service Pro and download it into your ERP, or generate the order in the ERP and upload it to ServicePro.
      • SPECIAL NOTE: We added functionality for Process Completed Orders (currently only available in the UI of WebNext Connector Setup interface). If that setting is set to post and the work status for a work order in ServicePro is Completed, BirdDog will invoice/post the sales order immediately after downloading.
    • Header
      • Order Type set to O
      • Work Order No -> Sales Order No
      • Customer No
      • Bill To Name
      • Bill To Address1
      • Bill To Address2
      • Bill To Address3
      • Bill To ZipCode
      • Bill To City
      • Bill To State
      • Bill To Country Code
      • Ship To Code
      • Ship To Name
      • Ship To Address1
      • Ship To Address2
      • Ship To Address3
      • Ship To ZipCode
      • Ship To City
      • Ship To State
      • Ship To Country Code
      • Ordered By -> Ordered By Name
      • Billing Phone -> Ordered By Phone
      • Sales Person 1-3
      • Customer PO No
      • Tax Schedule or Tax Codes 1-3
      • Comments
      • Order Date
      • Job Number
      • Division
      • Region
      • Reason
      • Equipment -> Selected Repair Item
      • Description
      • Assigned To Employee
      • Equipment -> Default Service Item
      • Send To Service Pro set to True
      • Service Pro Order Status
      • Custom Fields
      • If a new order is being uploaded to Service Pro
        • Invoice Note -> Comment Type Note
        • The order has no appointments and the status is not Completed then create a default appointment
    • Lines
      • Item Number
      • Source Warehouse -> Location Code
      • Description -> Item Description 1
      • Quantity -> Quantity Ordered
      • Unit Price (if Connector.Sync Order Line Unit Price is selected)
      • Unit Cost
      • Discount Percent
      • Notes -> Line Comments
      • Order lines can be added on either side; you can add it to the Service Pro order and sync it down to your ERP, or add it to the order in the ERP and push it up to Service Pro.
      • Custom Fields
  • Employees
    • Code -> Number
    • First Name
    • Last Name
    • Phone Number
    • Email
    • Date of Hire
    • Date of Termination
    • Division
    • Default Region
    • Region
    • Department
    • Source Warehouse
    • Notes
    • External Number
    • IsDeleted -> Deleted