This article details which fields flow through from JobAdder to Invoxy for integrated companies. To learn about connecting or using the JobAdder integration, see this article.
The following fields and settings are applied to new records created by the JobAdder integration and kept updated to reflect the data in JobAdder.
JobAdder Candidate |
Invoxy Resource |
First Name |
First Name |
Last Name |
Last Name |
First Name + Last Name |
Display Name* |
|
|
Mobile |
Mobile |
Phone |
Office Phone |
Address |
Address |
JobAdder Contact** |
Invoxy Contact |
First Name |
Name |
Last Name |
Name |
|
|
Mobile |
Mobile |
Phone |
Office Phone |
|
Approver - Ticked* |
JobAdder Billing Contact** |
Invoxy Contact |
First Name |
Name |
Last Name |
Name |
|
|
Mobile |
Mobile |
Phone |
Office Phone |
|
Billing Recipient - Ticked* |
JobAdder Company |
Invoxy Client |
Name |
Client Name |
Name |
Billing Recipient Name* |
Invoxy Billing Email Address*** |
Billing Email Address |
Primary Address |
Address |
JobAdder Job Owner |
Invoxy Consultant |
First Name |
Name |
Last Name |
Name |
|
|
Mobile |
Mobile |
Phone |
Office Phone |
JobAdder Placement |
Invoxy Placement |
Job Title |
Placement Name |
Job Title |
Placement Billing Name |
Placement Type = Contract |
Placement Type = Contractor |
Placement Type = Temporary |
Placement Type = Contractor |
Placement Type = Permanent |
Placement Type = Permanent |
Placement Type = Credit |
Placement Type = Credit |
Company |
Client |
Start Date |
Start Date |
Start Date |
Placement Date (for Permanent Placements) |
End Date |
End Date |
Client Rate |
Billing Rate |
Fee |
Placement Fee |
Rate Type |
Rate Unit |
Job ID |
Reference* |
PO Number |
Purchase Order Number |
Candidate Rate |
Resource Rate |
Split Fees (if set to Percentage) |
Owner Percentage |
* Fields in italics will only be imported when the record is first created in Invoxy - on subsequent synchronisations the field will not be updated, so if you make changes to that field in Invoxy it will not be updated from JobAdder.
** For more information on how the Contact and Billing Contact come through to Invoxy, see this article.
*** This is not a standard JobAdder field. If you wish to have a Billing Email Address come through to the Client in Invoxy, you will need to contact support@jobadder.com and ask them to add a custom field called Invoxy Billing Email Address to the Company record. Once setup, that will automatically flow through to Invoxy.
In some cases, custom field mappings can be created for your Invoxy account if you wish to further customise the way your data flows through to Invoxy - contact us at support@invoxy.com if you'd like to discuss customisation options.
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