Important: This reference is provided as a guide and may not reflect every field imported for your specific configuration. Certain import sections, such as User Defined Fields, Price Lists, and Discount matrices, may not be fully represented here. As the integration is updated over time, this document may become out of date. If you notice any missing fields, inaccuracies, or discrepancies between this document and the data in your system, please raise this with our support team so that we can review and update this article accordingly.
Several numeric fields (prices, quantities, values) in Opera are stored as raw integers. The integration uses companion "decimals" columns and computed fields to convert them to properly scaled decimal values in the CRM.
The Sales Invoice, Sales Credit, and Sales Order imports all write to the same CRM salestrans table, distinguished by the transactiontype column (O, I, C).
Sales Ledger (Customers)
CRM Field (Friendly Name) | Opera Source | Description |
Account ID |
| Unique customer identifier to link the CRM record to Opera |
Name |
| Company/customer name for display and search |
Address Line 1 |
| Postal address for correspondence and deliveries |
Address Line 2 |
| Postal address (continued) |
Address Line 3 |
| Postal address (continued) |
Address Line 4 |
| Postal address (continued) |
Country | (not in source; set on target only) | Geographic location for reporting and VAT |
Postcode |
| Postal code for address validation and territory assignment |
Telephone |
| Primary contact number |
Fax |
| Fax contact number |
| Electronic contact for communications | |
Website |
| Customer website URL |
On Stop |
| Credit-hold flag to prevent new orders |
Balance |
| Outstanding account balance for credit control |
Last Invoice Date |
| Tracks recency of trading activity |
Last Receipt Date |
| Tracks when last payment was received |
Currency Code |
| Default trading currency for the customer |
Credit Limit |
| Maximum credit extended to the customer |
Price List |
| Assigned price list for quotation/ordering |
Discount Group |
| Discount matrix group for pricing rules |
Is Model Account |
| Flags template/model accounts (not real customers) |
Tax Code |
| Default VAT code for tax calculations |
Country Code |
| ISO country code for VAT country determination |
VAT Reg Code |
| Customer VAT registration number for compliance |
Default Warehouse |
| Preferred warehouse for dispatching goods |
Overall Discount |
| Blanket discount percentage for the customer |
Settlement Discount 1 |
| Early-payment discount tier 1 |
Settlement Discount 2 |
| Early-payment discount tier 2 |
Settlement Days 1 |
| Days within which tier-1 settlement discount applies |
Settlement Days 2 |
| Days within which tier-2 settlement discount applies |
Compound Overall Discount | (default 1 on target) | Whether the overall discount compounds with line discounts |
Closed |
| Marks dormant/closed accounts |
Invoice To |
| Statement/invoice-to account reference |
Delivery Instructions |
| Standing delivery instructions for the customer |
Purchase Ledger (Suppliers)
CRM Field (Friendly Name) | Opera Source | Description |
Account ID |
| Unique supplier identifier |
Name |
| Supplier company name |
Address Line 1 |
| Supplier postal address |
Address Line 2 |
| Address (continued) |
Address Line 3 |
| Address (continued) |
Address Line 4 |
| Address (continued) |
Country | (target only) | Geographic location |
Postcode |
| Postal code |
Telephone |
| Primary contact number |
Fax |
| Fax number |
| Email address | |
Website |
| Supplier website |
Balance |
| Outstanding balance owed to supplier |
Last Invoice Date |
| Recency of purchase activity |
Currency Code |
| Supplier's trading currency |
Is Model Account |
| Template account flag |
Closed |
| Marks dormant supplier accounts |
Product Items
CRM Field (Friendly Name) | Opera Source | Description |
Product Reference |
| Unique stock/product code |
Product Description |
| Name/description of the product |
Product Category |
| Classification for browsing/reporting |
Sell Price |
| Standard selling price |
Discount Matrix |
| Links to the discount matrix group |
Obsolete |
| Flags discontinued products |
Cost Price | (computed from cn_cost/cn_lcost) | Standard/last cost for margin analysis |
Memo (Extended Description) |
| Detailed product description |
Private Memo |
| Internal notes not shown to customers |
Quantity Type |
| Decimal/integer quantity handling mode |
Quantity Decimals |
| Decimal places for quantity |
Quantity Factor |
| Pack/unit conversion factor |
Allow Split |
| Whether partial-quantity orders are allowed |
Stocked |
| Whether the product is held in stock |
Sell Decimals |
| Decimal places for the selling price |
Pack |
| Pack size description |
Allow Line Discount |
| Whether line discounts are applicable |
Allow Overall Discount |
| Whether overall discounts are applicable |
Allow Settlement Discount |
| Whether settlement discounts apply |
Sale Price |
| Promotional/sale selling price |
Next Price |
| Upcoming price change value |
Sale From |
| Start date of sale pricing |
Sale To |
| End date of sale pricing |
Next Price Start |
| Effective date for the next price |
VAT Code |
| Tax code for the product |
Unit Description |
| Description of the unit of measure |
Purchase Analysis |
| Purchase nominal analysis code |
Sales Analysis |
| Sales nominal analysis code |
Default Warehouse |
| Default warehouse for the product |
Unit Weight |
| Weight per unit for shipping |
Unit Volume |
| Volume per unit for shipping |
Alt Ref 1 |
| Alternative/cross-reference code 1 |
Alt Ref 2 |
| Alternative/cross-reference code 2 |
Barcode |
| Product barcode |
Purchase Currency | (target only) | Currency used for purchasing |
Purchase Cost | (computed) | Cost price in purchase currency |
Bin Location | (target only) | Warehouse bin/shelf location |
Cost Centre | (target only) | Cost centre for departmental accounting |
Department | (target only) | Department code |
Product Categories
CRM Field (Friendly Name) | Opera Source | Description |
Category Code |
| Unique identifier for the product category |
Category Description |
| Human-readable name for the category |
Parent Category | (target only) | Supports hierarchical category trees |
Catalogue Code | (default "SYSTEM") | Identifies the catalogue this category belongs to |
Price Lists
CRM Field (Friendly Name) | Opera Source | Description |
Price List Type | (computed from source) | Distinguishes standard vs. special price lists |
Price List Code |
| Unique code for the price list |
Currency Code |
| Currency the prices are denominated in |
Product Reference |
| Product this price applies to |
Price List Description |
| Name/description of the price list |
Selling Price |
| Standard list price |
Sell Decimals |
| Decimal precision for the selling price |
Allow Line Discount |
| Whether line discounts apply on this list |
Allow Overall Discount |
| Whether overall discounts apply |
Allow Settlement Discount |
| Whether settlement discounts apply |
Sale Price |
| Promotional price |
Next Price |
| Upcoming price |
Sale From |
| Sale period start |
Sale To |
| Sale period end |
Next Price Start |
| Date the next price takes effect |
Quantity Breaks 1-10 |
| Quantity thresholds for tiered pricing |
Qty Prices 1-10 |
| Prices at each quantity break |
Qty Sale Prices 1-10 |
| Sale prices at each quantity break |
Qty Next Prices 1-10 |
| Next prices at each quantity break |
Discount Matrix
CRM Field (Friendly Name) | Opera Source | Description |
Discount Matrix Code | (computed from | Product-side of the discount intersection |
Discount Group | (computed from | Customer-side of the discount intersection |
Discount Type | (computed from | Whether discount is by percentage or other method |
Discount Description |
| Name of the discount rule |
Discount % |
| Base discount percentage |
Quantity Breaks 1-10 |
| Quantity thresholds for tiered discounts |
Qty Discounts 1-10 |
| Discount % at each quantity break |
Chained Discounts 1-3 |
| Additional compounding discount layers |
Sales Orders
CRM Field (Friendly Name) | Opera Source | Description |
Document Reference |
| Internal Opera document ID |
Line Number |
| Line position within the order |
Order Number |
| Sales order number |
Product Reference |
| Product being ordered |
Product Description |
| Line-level product description |
Extended Description |
| Additional line notes/memo |
Unit Price |
| Price per unit on the line |
Order Quantity |
| Quantity ordered |
Invoice Quantity |
| Quantity already invoiced |
Line Value (Net) |
| Net line value ex-VAT |
Value Gross |
| Gross line value inc-VAT |
Due Date |
| Requested delivery/due date |
Expiry Date |
| Quote/order expiry date |
Contract Reference |
| External/contract reference |
Account |
| Customer account code |
Ledger |
| Posting account for invoicing |
Currency Code |
| Transaction currency |
Customer Reference |
| Customer's own PO/ref number |
Quote Reference |
| Original quotation number |
Proforma Reference |
| Proforma invoice reference |
Delivery Reference |
| Delivery note number |
Delivery Date |
| Actual delivery date |
Analysis Code |
| Sales analysis/departmental code |
Qty Delivered | (computed: it_qtydelv + it_qtyinv) | Total quantity dispatched |
Quote Date |
| Date the quote was raised |
Proforma Date |
| Date proforma was issued |
Order Date |
| Date the order was placed |
Cost Price |
| Unit cost for margin tracking |
Warehouse Code |
| Warehouse fulfilling the line |
Priority |
| Order line priority |
Base Value / Base Value Gross / Base Curr Decimals | (computed from exchange rate) | Values converted to home currency |
Sell Decimals / Curr Decimals / Qty Type / Qty Decimals / Qty Factor | (computed from cfact/zxchg) | Precision metadata for correct display |
Sales Invoices
Same CRM entity (salestrans) as Sales Orders, with additional fields.
CRM Field (Friendly Name) | Opera Source | Description |
Invoice Number | (from Opera invoice posting) | Unique invoice identifier |
Invoice Date | (from Opera) | Date the invoice was raised |
Transaction Type | (hardcoded "I") | Distinguishes invoices from orders/credits |
(All other fields) | (Same as Sales Orders) | Same line-level detail as orders |
The Sales Invoice target includes shuser1..shuser5 (User Defined Fields on the sales header), warehousecode, and transactiontype set to I. d_accimp_opera_salesinvoice_target.txt:7-54
Sales Credits
CRM Field (Friendly Name) | Opera Source | Description |
Transaction Type | (hardcoded "C") | Identifies this as a credit note |
(All other fields) | (Same structure as Sales Invoice) | Records credit notes issued against invoices |
Credits are identified by invoice numbers ending in -. All other fields mirror the Sales Invoice structure. d_accimp_opera_credit_target.txt:7-46
Sales Payments
CRM Field (Friendly Name) | Opera Source | Description |
Invoice Number |
| Links payment status to the invoice |
Paid Flag | (computed from st_trbal/st_paid) | Whether the invoice is fully paid |
Paid Date |
| Date payment was received |
Payment Due Date |
| When payment is/was due |
Purchase Orders (Open)
CRM Field (Friendly Name) | Opera Source | Description |
Document Reference |
| Opera purchase order document ref |
Line Number |
| Line position |
Order Number | (computed from do_dcref) | PO number |
Supplier Account |
| Supplier being ordered from |
Supplier Ledger |
| Posting ledger account |
Product Reference |
| Product being purchased |
Product Description |
| Line description |
Extended Description |
| Additional notes |
Unit Price |
| Purchase price per unit |
Order Quantity |
| Quantity requested |
Qty Delivered |
| Quantity received |
Line Value |
| Net line value after discount |
Due Date |
| Required-by date |
Delivery Date |
| Actual receipt date |
Delivery Reference |
| Delivery note reference |
Analysis Code |
| Supplier's analysis/product code |
Currency Code |
| Purchase currency |
Intended Warehouse |
| Warehouse the stock is intended for |
Order Completed |
| Whether the PO line is fully completed |
Sales Order No |
| Linked sales order (back-to-back) |
Sales Order Customer |
| Customer on the linked sales order |
Sales Order Doc Ref |
| Document ref of the linked sales order |
Sales Order Record No |
| Record number on the linked sales order |
Supplier Stock Ref |
| Supplier's own product reference |
Discount Value | (computed) | Discount amount on the line |
Base Value / Base Curr Decimals | (computed from exchange rate) | Home-currency equivalents |
Purchase Orders (Completed)
Same fields as Open Purchase Orders above, with additional fields below.
CRM Field (Friendly Name) | Opera Source | Description |
Invoice Number | (from completed PO processing) | Links to purchase invoice |
Invoice Quantity | (target only) | Quantity invoiced |
Transaction Type | (hardcoded "P") | Marks completed/invoiced purchase lines |
Foreign Currencies
CRM Field (Friendly Name) | Opera Source | Description |
Currency Code |
| ISO-style currency identifier |
Currency Description |
| Human-readable currency name |
Decimal Places |
| Number of decimal places for the currency |
Exchange Rate |
| Current exchange rate vs. home currency |
Multiplier |
| Multiply/divide flag for rate conversion |
Home Currency | (target only) | Flags which currency is the base/home |
ISO Code | (target only) | Standard ISO 4217 code |
Obsolete | (target only) | Marks retired currencies |
VAT Rates
CRM Field (Friendly Name) | Opera Source | Description |
Country Type |
| Home/EC/non-EC classification |
Transaction Type |
| Sales/Purchase transaction type |
Tax Code |
| VAT code identifier |
Description |
| Name of the VAT rate |
Rate 1 |
| Current tax rate percentage |
Rate 1 Date |
| Effective date for Rate 1 |
Rate 2 |
| Previous/upcoming tax rate |
Rate 2 Date |
| Effective date for Rate 2 |
VAT Countries
CRM Field (Friendly Name) | Opera Source | Description |
Country Code |
| Two-letter country identifier |
Country Name |
| Full country name |
VAT Home |
| Whether this is the home country |
EC Member |
| EU/EC membership flag for Intrastat |
VAT Registered |
| Whether VAT-registered in this country |
Warehouses
CRM Field (Friendly Name) | Opera Source | Description |
Warehouse Code |
| Unique warehouse identifier |
Warehouse Name |
| Descriptive name of the warehouse |
Catalogue Code | (default "SYSTEM") | Catalogue the warehouse belongs to |
Stock by Warehouse
CRM Field (Friendly Name) | Opera Source | Description |
Stock Reference |
| Product reference |
Warehouse Code |
| Warehouse holding the stock |
Free Stock |
| Available/unallocated stock quantity |
On Order |
| Quantity on outstanding purchase orders |
Physical Stock |
| Total physical stock count |
Sales Orders |
| Quantity allocated to sales orders |
Sell Price |
| Selling price at this warehouse |
Cost Price |
| Cost price at this warehouse |
Qty Decimals |
| Decimal places for stock quantities |
Product Item Suppliers
CRM Field (Friendly Name) | Opera Source | Description |
Product Reference |
| Internal product code |
Supplier Account |
| Supplier account code |
Supplier Reference |
| Supplier's own product code |
Supplier Description |
| Supplier's description of the product |
Supplier Cost |
| Purchase cost from this supplier |
Cost Decimals |
| Decimal places for the cost price |
Supplier Lead Time |
| Days lead time for supply |
Supplier Rating |
| Quality/reliability rating |
Supplier Currency |
| Currency the supplier trades in |
Economic Quantity |
| Minimum/economic order quantity |