Important information
Miscellaneous journal entries (OD) are imported as a single line.
Default client data
By default, we import the following data:
Client ID;
Client's full name;
Primary email address;
Primary postal address;
Primary phone number;
Language;
VAT number.
Additional client data
Recovr variable | Technical name in Pennylane | Meaning |
| source_id | Unique identifier of the client in the Pennylane v1 API. It is used to precisely identify and retrieve the client. In v2, Pennylane uses a new internal identifier. |
| customer_type | Type of client. |
| billing_iban | IBAN associated with the client for billing or payments. An empty or |
| payment_conditions | Payment terms applied to the client. They determine the payment deadline used for the client's invoices. For example, |
| recipient | Name of the person to whom the invoice is addressed. |
| updated_at | Date and time when the client record was last updated. |
| reference | Reference associated with the client. It can be used to store a client-specific reference in Pennylane. |
| reg_no | Company registration number. Pennylane uses this field for company-type clients and allows clients to be searched using this value. |