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Sending AR Information from your ERP to Nuvo

This process below outlines how Nuvo customers can sync Account Receivable (AR) information from the ERP to Nuvo via an automated CSV.

Process & Setup Overview

  1. Contact your Nuvo Customer Success Manager to connect your ERP and AR information to Nuvo.

  2. Set up the files that include relevant transaction and customer information from your ERP following our format outlined in Export Format & Files below.

  3. Send a test files to your secure Nuvo SFTP. Nuvo will provide SFTP server credentials, including: Username, Password, Host, Sandbox Port and Production Port.

    1. Send your test files to the Sandbox Port; the Nuvo team will test to make sure that your files. Work with your Nuvo Customer Success Manager to resolve any potential errors.

  4. Send your initial sync with 36+ months of historical data to the Production Port of your secure Nuvo SFTP.

  5. Set up a daily recurring sync that sends records that were created or modified in the last two (2) days to the Product Port of your secure Nuvo SFTP.

  6. You're all set! Access AR information in Nuvo.

Generating the CSV File

File Format & Frequency Details

  1. Each file needs a header row with the column names.

    1. The column names must match exactly (including case).

  2. There are a few columns that require data to be mapped to a certain set of values—these typically have an asterisk, and you'll see *💡 enum, values: under the table. Incoming data must be mapped to our values, otherwise the data will not be processed.

  3. Please use the ISO 8601 date & time format: https://www.iso.org/iso-8601-date-and-time-format.html (YYYY-MM-DD) on all timestamptz columns

  4. Nuvo will request an initial sync with the information outlined below in Export Format & Files that contains 36 months of data (ideally, all complete history would be shared).

    1. This should include all transactional record types (invoices, sales order, etc), and all records for other attributes (customers, addresses, credit terms, etc).

  5. After the initial sync of 36+ months of data, configure the sync to push the data files daily (if you'd prefer more or less often syncs between your ERP and Nuvo please coordinate with your CSM).

    1. To ensure completeness, we recommend sending records that were created or modified within a window that is two times the frequency. For example, a daily sync (recommended) would include records that were created or modified in the last 2 days)

File Format & Frequency FAQ

  1. What if I leave a cell/column blank vs. leaving the column out of the export altogether?

    1. If a column is specified but the data is null, we treat the cell as if you're nullifying the data (and clears it out). If the column doesn't exist at all, we'll leave the data as is (no action will be taken).

    2. Columns that cannot be left blank are key to the table—eg., the stage column in the Entity Statuses table identifies if a company is an active customer or a prospect.

  2. What if I upload multiple versions of the same file in succession?

    1. We will process each file in the order it was uploaded.

  3. What are the acceptable delimiter types?

    1. Commas

  4. Will the file names below be the same with every sync?

    1. Yes, the the file names must be per the specification.

  5. What character encoding is supported?

    1. We support UTF-8.

FAQ: Viewing the Data

  1. What will affect the customer's credit utilization calculation percentage?

    1. Just the invoices and the amounts remaining on them (not sales orders).

  2. How will I know if there was a problem with importing my data?

    1. There will be an error log detailing the issues.

Export Format & Files

Data Tables

Entity (Customer)

File name: customer.csv

Name

Type

Nullable?

Notes

name

string

Y

Name of customer

email_address

string

Y

Customer AP email

tax_number

string

Y

Tax ID/EIN/etc.

id

string

N

ERP’s internal ID of customer

parent_id

string

Y

ERP’s internal ID of the parent (if this is a subsidiary)

credit_limit

decimal

Y

Credit limit of customer

payment_term_id

string

Y

id on payment term table

subsidiary_id

string

Y

ERP internal id(s) of any subsidiaries of this entity

entity_status_id

string

Y

id of entity status table

customer_number

string

Y

Human readable customer number in the ERP

Address

File name: address.csv

Name

Type

Nullable?

Notes

address_number

string

Y

Human readable address ID

addressee

string

Y

Name on the address

address_line_1

string

Y

First line of address

address_line_2

string

Y

Second line of address

address_line_3

string

Y

Third line of address

city

string

Y

City

state

string

Y

State

zip_code

string

Y

Zip Code

country

country*

Y

Country (Two letter code)

phone_number

string

Y

Phone Number

address_text

string

Y

Complete address as string

id

string

N

ERP internal ID of address

Credit Notes

File name: credit_notes.csv

Name

Type

Nullable?

Notes

credit_note_number

string

Y

Human readable credit note number (eg the one given to customers)

issue_date

timestamptz

Y

Date issued

memo

string

Y

Memo text

total

decimal

Y

Total Credit Note amount

amount_remaining

decimal

Y

Amount remaining

id

string

N

ERP internal ID of credit note

entity_id

string

N

ERP’s internal ID of customer

Payment Terms

File name: payment_terms.csv

Name

Type

Nullable?

Notes

payment_terms_number

string

Y

Human readable payment term or number assigned

name

string

N

Name of Payment Term

id

string

N

ERP internal ID of payment term

Entity Statuses (Customer Statuses)

File name: entity_statuses.csv

Name

Type

Nullable?

Notes

description

string

Y

Description

name

string

Y

Name of customer state (eg. CRM stage)

probability

decimal

Y

Probability that deal will close (often set in CRM)

stage

erpentitystatusstage *

N

Customer status, please see enum values below

id

string

N

ERP internal ID of status

*💡 enum, values: CUSTOMER, LEAD, PROSPECT

Invoices

File name: invoices.csv

Name

Type

Nullable?

Notes

invoice_number

string

Y

invoice number

issue_date

timestamptz

Y

Date invoice was issued

due_date

timestamptz

Y

Date invoice is due

memo

string

Y

Memo text

total

decimal

Y

Invoice total

amount_remaining

decimal

Y

Amount remaining on invoice

id

string

N

ERP internal ID of invoice

entity_id

string

N

ERP internal ID of customer

status

string

Y

Status of invoice.

Payments

File name: payments.csv

Name

Type

Nullable?

Notes

payment_number

string

Y

Human readable number for a given payment.

payment_date

timestamptz

Y

Date of payment

memo

string

Y

Memo text

total

decimal

Y

Payment total

amount_remaining

decimal

Y

Amount remaining

id

string

N

ERP internal ID of payment

entity_id

string

N

ERP internal ID of customer

payment_method_id

string

Y

ID of payment method

Sales Orders

File name: sales_orders.csv

Name

Type

Nullable?

Notes

order_number

string

Y

Human readable number for a sales order

date

timestamptz

Y

Date of sales order

status

salesorderstatus *

Y

Status of sales order, enum, see values below

memo

string

Y

Memo text

id

string

N

ERP internal ID of sales order

entity_id

string

N

ERP internal ID of customer

*💡 enum, values: DRAFT, BILLABLE, BILLED, CANCELED

Relationship Tables

Entity ↔ Address

File name: relationship_entity_address.csv

Name

Type

Nullable?

Notes

entity_id

string

N

ERP internal ID of customer

address_id

string

N

ERP internal ID of address

is_default_billing

boolean

N

If the address is the default billing address

is_default_shipping

boolean

N

If the address is the default shipping address

Invoice ↔ Credit Note

File name: relationship_invoice_credit_note.csv

Name

Type

Nullable?

Notes

invoice_id

string

N

ERP internal ID of invoice

credit_note_id

string

N

ERP internal ID of credit note

amount_applied

decimal

Y

Amount applied towards invoice

Invoice ↔ Payment

File name: relationship_invoice_payment.csv

Name

Type

Nullable?

Notes

invoice_id

string

N

ERP internal ID of an invoice

payment_id

string

N

ERP internal ID of a payment

amount_applied

decimal

Y

Amount applied towards invoice

Sales Order ↔ Invoice

File name: relationship_sales_order_invoice.csv

Name

Type

Nullable?

sales_order_id

string

N

ERP internal ID of sales order

invoice_id

string

N

ERP internal ID of invoice

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