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 As the integration is updated over time, this document may become out of date.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.
Countries
Sourced from Factory Master's Country Codes endpoint.
CRM Field | Factory Master Source | Description |
Country Code |
| Unique identifier for the country, used throughout the CRM for address and tax lookups |
Country Name |
| Human-readable country name displayed to users |
VAT Rates
Sourced from Factory Master's Country VAT Codes and Vat Codes endpoints.
CRM Field | Factory Master Source | Description |
Tax Code |
| Links the tax rate to the applicable country |
Rate |
| The actual VAT/tax percentage applied to transactions |
Transaction Type | Derived: | Determines whether the rate applies to sales, purchases, or is unspecified |
Country Type | Derived from the home currency's country code | Classifies the rate by country type (e.g. home, EC, export) |
Description |
| Human-readable description of the tax rate |
Warehouses
Factory Master does not expose individual warehouse records. The integration creates a single hardcoded "Main Warehouse" to satisfy the CRM's warehouse requirement.
Product Categories
Sourced from Factory Master's Product Groups endpoint.
CRM Field | Factory Master Source | Description |
Category ID |
| Unique identifier for the product category |
Description |
| Human-readable category name displayed to users |
Obsolete | Hardcoded: No | Ensures all imported categories remain active |
Currencies
Sourced from Factory Master's Currency endpoint.
CRM Field | Factory Master Source | Description |
Currency Code |
| Unique identifier for the currency |
Description |
| Human-readable currency name |
Home Currency |
| Flags whether this is the base/home currency for the business |
Currency Rate |
| Exchange rate used for converting sales transactions |
Decimals |
| Number of decimal places the currency uses |
Obsolete | Hardcoded: No | Ensures all imported currencies remain active |
Sales Ledgers (Customers)
Sourced from Factory Master's Customer Accounts and Customer Addresses endpoints. This section also creates Delivery Locations and Contacts.
Customer Account
The default address for a customer is determined by finding the address whose Customer Address Code on the address matches the Sales Ledger ID, falling back to the first address on file.
CRM Field | Factory Master Source | Description |
Sales Ledger ID |
| Unique customer identifier in the CRM |
Accounts ID |
| Links the customer to the accounts system |
Name |
| Customer/company name |
Display Description |
| Name shown in lists and lookups |
| Customer's primary email | |
Currency Code |
| Customer's trading currency |
Telephone |
| Customer's phone number |
Fax |
| Customer's fax number |
Address Line 1 |
| First line of postal address |
Address Line 2 |
| Second line of postal address |
Address Line 3 |
| Third line of postal address |
Address Line 4 |
| Fourth line of postal address |
Address Line 5 |
| Fifth line of postal address |
Postcode |
| Postal/ZIP code |
Country Code |
| Country code for tax and address purposes |
Country | Looked up from CRM Countries by | Full country name for display |
Tax Code |
| Determines which tax rules apply to this customer |
On Stop |
| Indicates if the customer account is on hold/stop |
VAT Registration Code |
| Customer's VAT registration number for tax compliance |
Default Warehouse | Hardcoded: | All customers default to the main warehouse |
Closed |
| Marks the account as closed/inactive if redundant in Factory Master |
Credit Limit |
| Maximum credit allowed for the customer |
Delivery Locations
All non-default customer addresses are imported as separate delivery locations.
CRM Field | Factory Master Source | Description |
Accounts ID |
| Unique identifier for this delivery location |
Name |
| Name associated with the delivery address |
Address Line 1 |
| First line of delivery address |
Address Line 2 |
| Second line of delivery address |
Address Line 3 |
| Third line of delivery address |
Address Line 4 |
| Fourth line of delivery address |
Address Line 5 |
| Fifth line of delivery address |
Postcode |
| Delivery address postcode |
Country | Looked up from CRM Countries by | Full country name for the delivery location |
Contacts
Contacts are loaded during the "Missing Customers Import" and linked to their customer account via Sales Ledger ID.
📌 Note: The "Missing Customers" Import will fire after every import, it check if any Sales Ledger exist but are not connected to a company/contact record. If any are found it will create these records. For more details, see the Missing Customer Import.
CRM Field | Factory Master Source | Description |
Title |
| Contact's title (e.g. Mr, Mrs, Dr) |
Forename |
| Contact's first name(s) |
Surname |
| Contact's last name |
Salutation |
| Preferred form of address for correspondence |
| Contact's email address | |
Phone Number |
| Contact's phone number |
Fax |
| Contact's fax number |
Job Title |
| Contact's role within the organisation |
Status |
| Marks the contact as inactive if flagged redundant in Factory Master |
Product Items
This section creates both the Product Item record and a Stock by Warehouse record for each product.
Product Item
CRM Field | Factory Master Source | Description |
SKU |
| Product SKU / part number identifier |
Product Item ID |
| Unique product identifier in the CRM |
Description |
| Short product description |
Category |
| Links the product to its product category |
Cost Price |
| Standard cost of the product |
Extended Description |
| Additional detailed product information |
Sales Analysis Code |
| Nominal code for sales reporting and analysis |
Obsolete |
| Marks discontinued products |
Accounts ID |
| Links the product back to the accounts system |
Unit Description |
| Unit of measure (e.g. Each, Kg, Metre) |
Quantity Decimals |
| Number of decimal places allowed for quantities |
Sellable | Hardcoded: Yes | All imported products are sellable |
Stocked | Hardcoded: Yes | All imported products are stocked items |
Allow Split | Hardcoded: Yes | Permits partial deliveries |
Stock by Warehouse
CRM Field | Factory Master Source | Description |
Product Item ID |
| Links stock record to the product |
Warehouse Code | Hardcoded: | All stock is held in the single main warehouse |
Free Stock |
| Available stock that can be sold/dispatched |
Physical Stock |
| Total physical stock on hand |
Quantity Decimals |
| Decimal places for stock quantities |
On Order | Hardcoded: 0 | Not provided by Factory Master |
Sales Orders | Hardcoded: 0 | Not provided by Factory Master |
Sales Transactions
The CRM expects to receive data structured as sales orders with order lines (i.e. a header with individual line items). However, Factory Master does not provide sales order data directly from their API; it only exposes invoices. A single sales order in Factory Master may result in multiple invoices (e.g. partial shipments invoiced separately), and a single invoice may contain lines from different sales orders.
To bridge this gap, the integration performs the following grouping/reconstruction process:
Fetch invoice headers.
Fetch invoice details and build an invoice-to-order map. Each invoice's detail lines contain a "Sales Order Number", which is used to trace the invoice back to its originating sales order.
Retrieve all invoice detail lines for those sales orders . This gathers the complete picture of every line associated with each sales order, across all invoices.
Group by sales order line number, where multiple invoice detail records exist for the same order line (e.g. from partial deliveries), their quantities and values are summed/aggregated into a single line.
Emit one Sales Order Header per order, and one Sales Transaction line per aggregated order line.
This means the CRM receives a reconstructed view of the original sales order, built from invoice data, with quantities and values aggregated to the order-line level.
Sales Order Header
CRM Field | Factory Master Source | Description |
Order Number |
| Unique sales order identifier, traced back from invoice details |
Sales Ledger ID |
| Links the order to the customer |
Base Gross Value |
| Total gross value in the home currency |
Gross Value |
| Total gross value in the transaction currency |
Base Net Value |
| Net value in the home currency |
Base Tax Value |
| VAT/tax in the home currency |
Net Value |
| Net value in the transaction currency |
Order Date |
| Date the order/invoice was posted |
Tax Value |
| VAT/tax in the transaction currency |
Accounts ID |
| Links the order header back to the invoice in the accounts system |
Currency Code |
| Currency the order was transacted in |
Platform | Hardcoded: | Identifies the source system for this order |
Status |
| Marks cancelled invoices as deleted in the CRM |
Sales Transaction Lines
CRM Field | Factory Master Source | Description |
Document ID |
| Links the line to its parent sales order |
Line Number |
| Position of the line within the order |
Invoice Number |
| Associated invoice reference |
Order Number |
| Parent sales order number |
Product Item ID |
| Product on this order line |
Product Description |
| Description of the product |
Unit Price |
| Net price per unit |
Order Quantity |
| Total quantity ordered (summed across partial invoices) |
Line Value |
| Total net value for this line (summed) |
Invoice Date |
| Date of the invoice |
Account |
| Customer account reference |
Ledger |
| Ledger account reference |
Transaction Type |
| Indicates whether this is an invoice or credit |
Gross Value |
| Total value including VAT |
Currency Code |
| Transaction currency |
Base Value |
| Net value in home currency |
Base Gross Value |
| Gross value in home currency |
Order Date |
| Date the order was placed/posted |
Payment Due Date |
| Date payment is due |
Status |
| Active or deleted status |
Accounts ID |
| Links line back to the accounts system |
Warehouse Code | Hardcoded: | All transactions assigned to the main warehouse |
Invoice Quantity |
| Quantity invoiced |
Quantity Delivered |
| Quantity delivered (set equal to invoiced quantity) |