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 As the integration is updated over time, this document may become out of date.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.
Stock Items
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Product Reference |
| Unique identifier for matching products across systems |
Product Description |
| Displays the product name to users |
Base Sell Price |
| Sets the standard selling price |
Cost Price |
| Records the cost for margin calculations |
Notes / Memo |
| Stores product notes (converted for line breaks) |
Sell Price Decimals |
| Controls decimal precision for pricing display |
Quantity Decimals |
| Controls decimal precision for quantities |
Quantity Factor |
| Converts between selling and stock units |
Unit Description |
| Shows the selling unit name (e.g. "Each", "Box") |
Discount Matrix |
| Links product to its pricing/discount matrix |
Sale Price Start Date |
| Tracks when a promotional price takes effect |
Warranty Period |
| Records warranty duration |
Warranty Type |
| Categorises the type of warranty offered |
Product Category | Computed: 'STOCK' or 'BOTH' (if also a price item) | Classifies the product for catalogue grouping |
Product Type | Hardcoded: 'STOCK' | Distinguishes stock items from price-only items |
Sales Analysis Code |
| Links to the sales analysis grouping |
Purchase Analysis Code |
| Links to the purchase analysis grouping |
Obsolete |
| Hides discontinued products without deleting them |
Alt Reference 1-4 |
| Stores alternative lookup/search codes |
Bin Location |
| Records warehouse bin location for picking |
Barcode |
| Stores barcode for scanning/identification |
Unit Weight |
| Records product weight for shipping calculations |
Default Warehouse | Subquery on | Sets the preferred fulfilment warehouse |
Is Assembly |
| Flags items that are Bill of Material assemblies |
Web Catalogue |
| Controls whether the product shows on the web store |
VAT Code | Subquery on | Applies the correct tax rate to the product |
Price Items
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Product Reference |
| Unique identifier for the price item |
Product Description |
| Displays the item name to users |
Sell Price |
| Sets the standard selling price |
Cost Price |
| Records cost for margin calculations |
Memo |
| Stores the public text description |
Private Memo |
| Stores internal/private notes |
Sell Price Decimals |
| Controls decimal precision for prices |
Quantity Decimals |
| Controls decimal precision for quantities |
Discount Matrix |
| Links to the pricing/discount matrix |
Product Category | Computed: 'PRICE' or 'BOTH' (if also a stock item) | Classifies the product type |
Product Type | Hardcoded: 'PRICE' | Distinguishes price items from stock items |
Obsolete |
| Hides discontinued items without deletion |
VAT Code |
| Applies the correct tax rate |
Sales Ledger (Customers)
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Customer Account Code |
| Unique customer identifier across both systems |
Company Name |
| Displays the customer name |
Address Line 1 |
| Customer's invoice address |
Address Line 2 |
| Customer's invoice address continuation |
Address Line 3 |
| Additional address field |
Address Line 4 |
| Additional address field |
Country |
| Records the customer's country |
Postcode |
| Postal/ZIP code for the customer |
Telephone |
| Primary contact phone number |
Fax |
| Fax number for correspondence |
| Email address for communications | |
On Stop |
| Flags customers on credit hold |
Account Balance |
| Shows outstanding balance |
Last Invoice Date |
| Tracks most recent invoice for activity monitoring |
Last Receipt Date |
| Tracks most recent payment received |
Currency Code |
| Sets the customer's trading currency |
Credit Limit |
| Enforces credit control limits |
Country Code |
| Standard country code for tax/VAT rules |
VAT Registration Number |
| Required for tax-exempt EU/international trade |
Tax Code |
| Determines default VAT treatment |
Overall Discount |
| Applies a blanket discount percentage |
Settlement Discount 1 |
| Early payment discount tier 1 |
Settlement Discount 2 |
| Early payment discount tier 2 |
Settlement Days 1 |
| Days within which discount 1 applies |
Settlement Days 2 |
| Days within which discount 2 applies |
Price List |
| Links customer to a specific price list |
Head Office Code |
| Links branch accounts to their head office |
Head Office On Stop | Subquery on | Enforces group-level credit holds |
Closed |
| Marks account as closed/inactive |
Delivery Address ID | Lookup on | Links to the default delivery location |
Purchase Ledger (Suppliers)
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Supplier Account Code |
| Unique supplier identifier |
Supplier Name |
| Displays the supplier name |
Address Line 1 |
| Supplier's statement address |
Address Line 2 |
| Address continuation |
Address Line 3 |
| Additional address field |
Address Line 4 |
| Additional address field |
Country |
| Supplier's country |
Postcode |
| Postal/ZIP code |
Telephone |
| Primary contact number |
Fax |
| Fax number |
| Email for purchase orders/correspondence | |
Currency Code |
| Sets the supplier's trading currency |
Account Balance |
| Shows amounts owed to the supplier |
Last Invoice Date |
| Tracks latest purchase invoice |
Closed |
| Marks supplier as inactive |
Sales Invoices
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Order Number |
| Links invoice line back to the originating order |
Invoice Number |
| Unique invoice reference |
Product Reference |
| Identifies the product/service invoiced |
Product Description |
| Shows what was invoiced |
Extended Description |
| Full line description text |
Unit Price |
| Records the unit selling price |
Order Quantity |
| Shows original quantity ordered |
Invoice Quantity |
| Shows quantity actually invoiced |
Line Value (Net) |
| Net value in the transaction currency |
Line Value (Gross) |
| Gross value including tax |
Base Value (Net) |
| Net value in the home/base currency |
Base Value (Gross) |
| Gross value in the base currency |
Invoice Date |
| Date the invoice was posted |
Due Date |
| Required/requested delivery date |
Customer Account |
| Links transaction to the customer |
Customer Reference |
| The customer's own PO/reference number |
Currency Code |
| Transaction currency |
Analysis Code |
| Sales analysis classification |
Delivery Date |
| Scheduled delivery date |
Order Date | Derived from | Original order placement date |
Cost Price |
| Records cost for profit analysis |
Delivery Address No. |
| Links to the delivery address |
Invoice Address No. |
| Links to the invoice address |
Accounts Order ID |
| Cross-reference to Access order number |
Sales Orders (Open)
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Order Document Number |
| Unique order reference |
Product Reference |
| Product on the order line |
Product Description |
| Line description |
Extended Description |
| Full text of the order line |
Unit Price |
| Selling price per unit |
Order Quantity |
| Quantity ordered |
Qty Delivered |
| Quantity already dispatched |
Qty Invoiced |
| Quantity already invoiced |
Line Value (Net) |
| Net line value in currency |
Line Value (Gross) |
| Gross line value in currency |
Base Value (Net) |
| Net value in base currency |
Due / Required Date |
| When the customer needs the goods |
Customer Account |
| Links to the customer record |
Customer Reference |
| Customer's own PO number |
Currency Code |
| Order currency |
Analysis Code |
| Sales analysis classification |
Delivery Date |
| Promised delivery date |
Order Date |
| Date the order was placed |
Proforma Date |
| Date a proforma was issued |
Quote Date |
| Date the quote was created |
Cost Price |
| Cost for profit reporting |
Purchase Orders
CRM Field (Friendly Name) | Access Dimensions Source | Description |
PO Document Number |
| Unique purchase order reference |
Product Reference |
| Product being purchased |
Product Description |
| Line item description |
Extended Description |
| Full descriptive text |
Unit Price |
| Purchase price per unit |
Order Quantity |
| Quantity ordered from supplier |
Qty Delivered |
| Quantity received so far |
Line Value (Net) |
| Net value in order currency |
Line Value (Gross) |
| Gross value |
Base Value (Net) |
| Net value in base currency |
Due / Required Date |
| Expected delivery date |
Supplier Account |
| Links to the supplier record |
Supplier Reference |
| Supplier's reference/quote number |
Currency Code |
| Order currency |
Analysis Code |
| Purchase analysis classification |
Delivery Date |
| Expected delivery date |
Order Date |
| Date the PO was raised |
Warehouse Code |
| Intended receiving warehouse |
Discount Value |
| Line-level discount amount |
Order Status |
| Tracks order completion state |
Currencies
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Currency Code |
| Identifies the currency |
Description |
| Friendly name (e.g. "Pound Sterling") |
Decimals |
| Number of decimal places for values |
Exchange Rate |
| Current exchange rate to base currency |
ISO Code |
| Standard 3-letter ISO code (e.g. GBP) |
Home Currency | Derived from | Flags the base/home currency |
Obsolete | Derived: 1 if no active rate exists | Hides currencies no longer in use |
Warehouses
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Warehouse Code |
| Unique warehouse identifier |
Warehouse Name |
| Display name for the warehouse |
Obsolete |
| Hides decommissioned warehouses |
Stock Levels
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Stock Reference |
| Links the level to a product |
Warehouse Code |
| Identifies which warehouse holds the stock |
Physical Stock |
| Total physical quantity in warehouse |
Sales Orders (Reserved) |
| Quantity allocated to sales orders |
On Order (Purchase) |
| Quantity on order from suppliers |
Free Stock | Computed based on | Available-to-sell quantity |
Quantity Decimals |
| Controls decimal display for stock figures |
Product Categories
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Category Code | Hardcoded: 'STOCK', 'PRICE', 'BOTH', 'ACCESS_SM_WARRANTY' | Classifies product types for filtering and grouping |
Category Description | Hardcoded descriptive text | User-friendly description of each category |
Delivery Locations
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Customer Account Code |
| Links delivery address to a customer |
Location Name |
| Contact/name for the delivery location |
Address Line 1 |
| Delivery address |
Address Line 2 |
| Address continuation |
Address Line 3 |
| Additional address field |
Address Line 4 |
| Additional address field |
Postcode |
| Postal/ZIP code |
Country Code |
| ISO country code |
Country |
| Full country name |
Accounts Address ID |
| Unique address ID from Access for cross-referencing |
VAT Rates
Imports tax/VAT rate definitions from Access Dimensions SYS_VATCONTROL into the CRM VAT Rate table.
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Country Type | Computed: 'H' (Home), 'N' (Non-EU), 'U', 'R' | Determines which tax rules apply per region |
Tax Code |
| Unique VAT code identifier |
Description |
| Describes the tax rate (e.g. "Standard Rate") |
Rate |
| The actual tax percentage |
VAT Countries
Imports country-level tax configuration from Access Dimensions SYS_COUNTRY into the CRM VAT Country table.
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Country Code |
| Standard country code |
Country Name |
| Full country name |
EC/EU Member |
| Determines EU VAT treatment |
VAT Home Country | Computed: matches | Identifies the business's home country for tax |
VAT Registered | Derived from | Whether the business is VAT-registered in that country |
VAT Status
Imports VAT status categories from Access Dimensions SYS_DATAINFO into the CRM dimensions_vatstatus table.
CRM Field (Friendly Name) | Access Dimensions Source | Description |
VAT Status | Computed: 'Non-EU State', 'EU State', or Home country + tax name | Categorises customers for correct VAT treatment |
Contacts (Division Import)
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Title |
| Contact's salutation prefix |
Forename |
| Contact's first name |
Surname |
| Contact's last name (required) |
Mobile Phone |
| Primary contact phone |
| Contact email address | |
Salutation |
| Preferred greeting |
Job Title |
| Contact's role in the organisation |
Do Not Email |
| Respects email opt-out preferences |
Delivery Address | Lookup via | Links contact to their delivery location |
Sales Credits
Imports posted sales credit note lines from Access Dimensions into the CRM Sales Transactions table (with Type = 'C').
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Order Number |
| Links the credit line back to the originating order |
Credit Note Number |
| Unique credit note reference |
Product Reference |
| Identifies the product/service credited |
Product Description |
| Shows what was credited |
Extended Description |
| Full line description text |
Unit Price |
| Records the credit unit price |
Order Quantity |
| Shows the original order quantity |
Credit Quantity |
| Shows quantity actually credited |
Line Value (Net) |
| Net credit value in currency |
Line Value (Gross) |
| Gross credit value in currency |
Base Value (Net) |
| Net credit in base currency |
Base Value (Gross) |
| Gross credit in base currency |
Credit Date |
| Date the credit was posted |
Due Date |
| Original requested delivery date |
Customer Account |
| Links credit to the customer |
Customer Reference |
| The customer's own reference |
Currency Code |
| Credit currency |
Analysis Code |
| Sales analysis classification |
Delivery Date |
| Scheduled delivery date |
Cost Price |
| Cost for profit analysis |
Delivery Address No. |
| Links to the delivery address |
Invoice Address No. |
| Links to the invoice address |
Transaction Type | Hardcoded: 'C' | Distinguishes credits from invoices |
Sales Payments
Updates payment status on existing sales invoice/credit lines in the CRM
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Invoice Number |
| Matches the payment to the invoice/credit |
Paid Flag | Computed from | Marks invoice as paid/unpaid |
Paid Date |
| Records when the invoice was settled |
Payment Due Date | Computed from allocation dates | Sets the payment due date on the line |
Purchase Invoices
Imports posted purchase invoice lines from Access Dimensions POP_DETAIL / SL_PL_NL_DETAIL into the CRM Purchase Transactions table.
CRM Field (Friendly Name) | Access Dimensions Source | Description |
PO Document Number |
| Links line to the originating PO |
Invoice Number |
| Unique purchase invoice reference |
Product Reference |
| Identifies the product purchased |
Product Description |
| Line description text |
Extended Description |
| Full descriptive text |
Unit Price |
| Invoice unit price |
Order Quantity |
| Quantity originally ordered |
Invoice Quantity |
| Quantity invoiced |
Line Value (Net) |
| Net value in order currency |
Line Value (Gross) |
| Gross value in order currency |
Base Value (Net) |
| Net value in base currency |
Base Value (Gross) |
| Gross in base currency |
Invoice Date |
| Date the invoice was posted |
Due Date |
| Requested delivery date |
Supplier Account |
| Links to the supplier record |
Currency Code |
| Invoice currency |
Analysis Code |
| Purchase analysis classification |
Delivery Date |
| Expected delivery date |
Transaction Type | Hardcoded: 'I' | Distinguishes invoices from orders/credits |
Purchase Credits
Imports posted purchase credit note lines from Access Dimensions into the CRM Purchase Transactions table (with Type = 'C'). Same structure as Purchase Invoices with matching fields.
Fields match Purchase Invoices (above) with the addition of the below fields.
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Transaction Type | Hardcoded: 'C' | Distinguishes credits from invoices/orders |
Sales Order No. | Linked | Cross-references the related sales order |
Sales Order Customer |
| Customer on the related sales order |
Supplier Stock Ref | From POP tables | Supplier's own stock reference |
Purchase Payments
Updates payment status on existing purchase invoice/credit lines from PL_TRANSACTIONS in the CRM Purchase Transactions table.
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Invoice/PO Number |
| Matches the payment to the purchase document |
Paid Flag | Computed from | Marks purchase invoice as paid/unpaid |
Paid Date |
| Records when the purchase was settled |
Stock Assemblies (BOM)
Imports Bill of Materials / assembly component relationships from Access Dimensions STK_ASSEMBLIES into the CRM
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Assembly Product Ref |
| The parent/assembly product |
Component Product Ref |
| The child/component product |
Component Quantity |
| How many of the component are needed per assembly |
Sales Order Headers
Imports sales order header-level data from Access Dimensions ORD_HEADER into the CRM
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Accounts ID |
| Cross-reference to the accounts system |
Order Number |
| Unique order reference |
Order Date |
| Date the order was placed |
Customer Account |
| Links order to the customer |
Customer Reference |
| Customer's PO number |
Currency Code |
| Order currency |
Net Value |
| Total net order value |
Tax Value |
| Total VAT on the order |
Gross Value |
| Total gross order value |
Base Net Value | Computed: | Net value in base currency |
Base Tax Value | Computed: | Tax in base currency |
Base Gross Value | Computed: | Gross in base currency |
Platform | Hardcoded: 'Access' | Identifies the order source |
Delivery Postcode |
| Delivery postcode for shipping |
Delivery Country |
| Delivery country |
Delivery Address |
| Full delivery address |
Completed Purchase Orders
Imports fully completed (status = 2) purchase order lines from Access Dimensions into the CRM.
CRM Field (Friendly Name) | Access Dimensions Source | Description |
Qty Invoiced |
| Quantity already invoiced on the completed PO |
Sales Order No. | Linked field | Cross-references a related sales order |
Sales Order Customer | Linked field | Customer on the related sales order |
Sales Order Doc Ref | Linked field | Document reference of the related sales order |
Sales Order Record No. | Linked field | Internal record number |
Supplier Stock Ref | From POP tables | The supplier's own product reference |
Transaction Type | Hardcoded: 'P' | Distinguishes completed POs from open POs |