To add Palace export connector, four Company Header fields need to be created first.


Create Company Headers 


Select Settings and then the Header tab




Create Supplier ID Field


Click the Company Headers "+" icon



Enter a Header name "Supplier ID"

Change the Data Field Type to a "Sticky Field"



Click the "+" to add a Reference Header


Select "GST Number" and click the tick at the bottom right hand corner


Click to the tick to save the Field


Create Work Order No Field


Click the Company Headers "+" icon



Enter a Header name "Work Order No"



Change the Data Type to a "String"


Click to the tick to save the Field


Create Property Address field


Click the Company Headers "+" icon



Enter a Header name "Property Address"



Change the Data Type to a "String"


Click to the tick to save the Field


Create Other Charges field


Click the Company Headers "+" icon



Enter a Header name "Other Charges"


Change the Data Type to a "Decimal"


Click to the tick to save the Field


Set up Palace Connector

Select the Export tab then click on the "+" button located on the top right hand corner



Select "Palace" and click the tick button.



Palace export connector will be shown as part of the list in the left hand, click on it to see the configuration window.


Configure the connection details and map the fields


The following fields are displayed by default, 


Enter your Palace login details.  Typically these are an email address and the the standard user login.



Click on "+" button, to add the additional fields.  Select all of the Company Header fields



Map the new fields by selecting the appropriate Palace mapping from the drop down



Save the settings


Set Palace as the Default Export


If Palace is to the default system to export invoices to, then select the General tab.



Select Palace from the drop down list in the Default Export field