Connectorly

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Field	Type	Notes
Addresses	JSON	API: Array of Customer.Addresses
Bank Account	Text	API: Customer.BankAccount
Bank Branch	Text	API: Customer.BankBranch
Bank Name	Text	API: Customer.BankName
Connection ID	Integer	The Connectorly Connection ID. If you group Connectorly's together, then you will see a Connection ID for each one. Organisations has the corresponding Connection Name for each Connection ID.
Contact Name	Text	Derived from combining 'ContactFirstName' and 'ContactLastName'
Created	Datetime	Derived from datetime with timezone conversion of Created
Created By	Text	API: Customer.CreatedBy
Currency	Text	The ISO Currency Code, API: Currency.CurrencyCode
Customer Code	Text	API: Customer.CustomerCode
Customer GUID	Text	Unique ID for a Customer, API: Customer.Guid
Customer Name	Text	Derived from cleaning Customer.CustomerName
Customer Type	Text	API: Customer.CustomerType
DDI Number	Text	API: Customer.DDINumber
Data current as of	Datetime	Gives the date and time that this record was taken from Unleashed.
Discount Rate	Number	API: Customer.DiscountRate
Email	Text	API: Customer.Email
Email cc	Text	API: Customer.EmailCC
Fax Number	Text	API: Customer.FaxNumber
Mobile Number	Text	API: Customer.MobileNumber
Notes	Text	API: Customer.Notes
Obsolete	Boolean	API: Customer.Obsolete
Payment Term	Text	API: Customer.PaymentTerm
Phone Number	Text	API: Customer.PhoneNumber
Print Invoice	Boolean	API: Customer.PrintInvoice
Print Packing Slip Instead Of Invoice	Boolean	API: Customer.PrintPackingSlipInsteadOfInvoice
Sales Person	Text	API: Customer.Salesperson
Sell Price Tier	Text	API: Customer.SellPriceTier
Sell Price Tier Reference	Text	API: Customer.SellPriceTierReference
Stop Credit	Boolean	API: Customer.StopCredit
Tax Code	Text	API: Customer.TaxCode
Tax Number	Text	Tax Number e.g. VAT or GST Number, API: Customer.GSTVATNumber
Tax Rate	Text	API: Customer.TaxRate
Taxable	Boolean	API: Customer.Taxable
Toll Free Number	Text	API: Customer.TollFreeNumber
Updated	Datetime	Derived from datetime with timezone conversion of Updated
Updated By	Text	API: Customer.LastModifiedBy
Website	Text	API: Customer.Website
Xero Cost Of Goods Account	Text	API: Customer.XeroCostOfGoodsAccount
Xero Sales Account	Text	API: Customer.XeroSalesAccount

Customers

Data Dictionary