Uniconta - Connector Settings
This document details the connector-specific settings for the Uniconta ERP system, outlining how each configuration option influences data synchronization, pricing, stock management, order processing, and authentication within the App4Sales platform. These settings empower application administrators and implementation consultants to tailor the connector's behavior to specific business requirements without direct code modifications.
Connector settings are typically managed through the App4Sales portal UI, where they are stored and applied at runtime. Changes to these settings directly impact the operations and data flow between Uniconta and App4Sales.
Setting | Description | Values / Defaults | Dependencies / Effects |
Use custom field for Chamber of Commerce Code | Determines if a custom field should be used for the Chamber of Commerce Code. | Boolean (True/False) | |
Mapping for custom customer fields (JSON format) | Configures the mapping for custom customer fields. This JSON string defines how custom fields from Uniconta are displayed and mapped in the App4Sales application. It specifies the object name, property name, XML name, name in the App4Sales app, property type, and whether it's an entity field. | JSON string. Example: | Affects how custom customer data is presented and synchronized in App4Sales. |
Use minimum purchase quantity for package size | When enabled, the minimum purchase quantity specified in Uniconta will be utilized for determining package sizes within App4Sales. | Boolean (True/False) | Influences how item package sizes are calculated and displayed. |
Item prices are including VAT | Indicates whether the item prices retrieved from Uniconta already include VAT. | Boolean (True/False) | Affects VAT calculation and display of prices in App4Sales. |
Your company ID | The identifier for your company within the Uniconta system. | Integer | Essential for connecting to the correct company data in Uniconta. |
Base currency code for price lists | Specifies the currency code to be used for price lists when Uniconta returns a "-" for the currency. | String (e.g., "DKK", "EUR"). | Ensures consistent currency display in price lists. |
Calculate discount for order lines when sending order to backoffice | If enabled, discounts for order lines will be calculated by App4Sales before sending the order to the Uniconta backoffice. | Boolean (True/False) | Affects how discounts are applied and communicated to Uniconta for orders. |
Use customer mobile phone as main contact person phone | When enabled, the customer's mobile phone number from Uniconta will be used as the main contact person's phone number in App4Sales. | Boolean (True/False) | Influences the contact information displayed for customers. |
Only sync items with this userfield checked | Specifies a Uniconta user field that must be checked for an item to be synchronized with App4Sales. | String (name of the Uniconta user field) | Filters which items are synchronized, allowing for selective item visibility. |
Add username to our reference field | When enabled, the App4Sales username will be added to the reference field of orders sent to Uniconta. | Boolean (True/False) | Provides additional traceability for orders originating from App4Sales. |
Show invoice history on the relation card | If enabled, the invoice history for a customer will be displayed on their relation card within App4Sales. | Boolean (True/False) | Enables visibility of customer invoice history in App4Sales. |
VAT code for VAT percentage for items | Specifies the VAT code that is used in Uniconta to determine the VAT percentage for items. | String (Uniconta VAT code) | Used for accurate VAT calculation for items. |
Use Variants as part of Item code | When enabled, item variants from Uniconta will be incorporated into the App4Sales item code. | Boolean (True/False) | Affects how item codes are constructed and displayed for variant items. |
Use Uniconta caching | Enables caching for Uniconta data to improve performance. | Boolean (True/False). Default: | Improves data retrieval speed from Uniconta. |
Disable standard variants | If enabled, standard variants from Uniconta will not be synchronized or displayed in App4Sales. | Boolean (True/False) | Allows for selective exclusion of standard variants. |
Sync pictures from Uniconta(auto disables after 1 sync) | Enables the synchronization of item pictures from Uniconta. This setting will automatically disable itself after the first successful synchronization. | Boolean (True/False). Default: | Manages the initial import of item images. |
Disable selected variants | If enabled, specifically selected variants from Uniconta will not be synchronized or displayed in App4Sales. | Boolean (True/False) | Allows for selective exclusion of specific variants. |
Fill in the order line quantity in the field 'Lever Nu' | When enabled, the order line quantity in App4Sales will be used to populate the 'Lever Nu' field in Uniconta. | Boolean (True/False) | Affects how order quantities are transferred to Uniconta. |
Determine next delivery date and to be received amount based on purch. orders | Enables the calculation of the next delivery date and the amount to be received based on purchase orders in Uniconta. | Boolean (True/False) | Provides more accurate delivery and stock receipt forecasts. |
Item user field for next delivery date | Specifies the Uniconta user field that contains information regarding the next delivery date for items. | String (name of the Uniconta user field) | Used to retrieve and display item delivery date information. |
Custom field for item status | Specifies a custom field in Uniconta that determines the status of an item. | String (name of the Uniconta custom field) | Influences how item statuses are reflected in App4Sales. |
Send order alternative address as delivery if exists | If enabled and an alternative delivery address exists for an order, it will be sent to Uniconta as the delivery address. | Boolean (True/False) | Ensures correct delivery address transmission for orders. |
Language code of language used for default item names in Uniconta (2 letter code: ISO 639-1) | Specifies the two-letter ISO 639-1 language code for the default item names used in Uniconta. | String (e.g., "en", "da") | Ensures correct language display for default item names. |
Use LineDiscountPct instead of EndDiscountPct | When enabled, the | Boolean (True/False) | Affects how discounts are applied and calculated on order lines. |
Use default sales quantity as Purchase Package Size | If enabled, the default sales quantity from Uniconta will be used as the Purchase Package Size in App4Sales. | Boolean (True/False) | Influences how purchase package sizes are determined. |
Domain Specifics
Authentication
The "Your company ID" setting is crucial for establishing the correct connection to your Uniconta environment. Without a valid ID, the connector will not be able to retrieve or send data.
Catalog
Filtering Items: The "Only sync items with this userfield checked" setting provides a powerful way to control which items from Uniconta are visible in App4Sales. By configuring a specific user field in Uniconta and checking it for relevant items, administrators can curate the product catalog displayed to users.
Variant Handling: Settings like "Use Variants as part of Item code", "Disable standard variants", and "Disable selected variants" offer granular control over how product variants from Uniconta are managed and presented in App4Sales, allowing for simplification or detailed representation as needed.
Item Pictures: The "Sync pictures from Uniconta" setting is a one-time synchronization trigger for item images. Once images are synchronized, this setting automatically disables itself to prevent repeated, unnecessary transfers.
Order Processing
Discount Calculation: "Calculate discount for order lines when sending order to backoffice" and "Use LineDiscountPct instead of EndDiscountPct" influence how discounts are applied and communicated for orders placed through App4Sales to Uniconta, ensuring consistency with Uniconta's accounting practices.
Delivery Information: "Determine next delivery date and to be received amount based on purch. orders" and "Item user field for next delivery date" are vital for accurate inventory and delivery forecasting.
Alternative Addresses: "Send order alternative address as delivery if exists" ensures that customer-specific delivery preferences are honored when creating orders in Uniconta.