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GreatSoft Fields

Nimbus Fields

Individual entities

via Surname and First Names fields

Client Name

 via Edit Client / Name field

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GreatSoft Fields

Nimbus Fields

Other entities

via Names fieldClient Name

 via Edit Client / Name field

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GreatSoft Fields

Nimbus Fields

Client Salutation

via Names field

Contacts don’t have salutations in GreatSoft, so you can use the GreatSoft

Client

Salutation.

Contact Salutation Name

 via - Edit Contact/ Salutation field

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GreatSoft Fields

Nimbus Fields

Client

Address

via Postal Address fields

Client Address

via - Edit Client / PostalTown
State/CountyCountryPostcode fields

GreatSoft Fields

Nimbus Fields

TFN

Client Custom fields

via – Templates / Client Templates / Custom Fields – a field called TFN

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Note: Where MYOB Extra fields have been used, GreatSoft will create Custom Fields.

GreatSoft Fields

Nimbus Fields

Office – needs to be mapped to a Nimbus Custom field

Client Custom fields

via – Templates / Client Templates / Custom Field – a field called Office

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GreatSoft Fields

Nimbus Fields

ABN, ACN, Group Name, Responsibility, Entity Type 

ABN, ACN, Group Name, Responsibility, Entity Type 

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