How It Works

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The BirdDog Service Pro Connector monitors your ERP for changes (add, change, or delete) and sends that to Service Pro:

  • Locations
    • Van - Initially false. Can then be maintained in Service Pro after it has been uploaded
  • 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:  
    • All Items
      • Warranty Days -> Warranty Days table
    •  Inventory
      • Item No -> Item Number
      • Item Description -> Description
      • Default Location -> Default Warehouse
      • Taxable -> Taxable
      • Costs
    • Task
    • Service Tech
      • Item No -> Service Tech Number
      • Item Description -> Service Tech Name
      • Default Item / Location Price -> Standard, Overtime, and Special Rate
      • Default Item / Location Cost -> Standard, Overtime, and Special Cost
      • Taxable -> Taxable
      • 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
  • Item / Locations
    • Quantity On Hand
    • Price
    • Special Note: 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 -> Code Number
    • Description -> Description
    • Due Days -> Due Days
  • Sales Reps
    • Number - Number
    • Name - Name
  • Tax Codes
    • Code -> Tax Code Number
    • Description -> Description 
    • Tax Percent -> Tax Percent
  • Tax Schedules
    • Code -> Tax Schedule Name
    • Code -> Tax Schedule Number
    • Description -> Description 
    • List of Tax Codes -> List of Tax Codes
  • Customers 
    • Cus No -> Customer Number
    • Name -> Name
    • Address -> Bill To
    • Terms Code -> Terms
    • Credit Limit -> Credit Limit
    • Start Date -> Account Date
    • Phone -> Phone
    • Phone Extension -> Phone Extension
    • Taxable -> Taxable
    • Tax Exempt Number -> Exempt Number
    • Require PO -> Force PO
    • Also creates a corresponding Site in Service Pro
    • 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.
  • ShipTos
    • Code -> Ship To Number
    • Address -> Ship To
    • Also creates a corresponding Site in Service Pro
  • Contacts - Not currently uploaded

The BirdDog Service Pro Connector monitors Service Pro for Orders that are not on hold and, if 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 downloaded from Service Pro. Properties not specified are left at the default value.

  • Customers
    • Customer Number -> Cus No
    • Name -> Name
    • Bill To -> Address
    • Terms -> Terms Code
    • Credit Limit -> Credit Limit
    • Account Date -> Start Date
    • Phone -> Phone
    • Phone Extension -> Phone Extension
    • Taxable -> Taxable
    • Exempt Number -> Tax Exempt Number
    • Force PO -> Require PO
    • 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.
  • Sales Orders
    • Notes
      • Work Order number has to be greater than or equal to Connector Starting Order Number
      • Work Order is not on hold
      • Work Order has at least one item number
      • Only orders with the "Send to Service Pro" field checked are actually sent
      • 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 to ServicePro.
      • Custom field support will write up to and from Service Pro.
    • 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
      • Sales Person 1-3
      • Customer PO No
      • Tax Schedule or Tax Codes 1-3
      • Comments
      • Order Date
      • Send To Service Pro set to True
      • Service Pro Order Status
      • Custom Fields -> Matching BirdDog Fields
    • Sales Order 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.