Company structured addresses - migration

Why migrate from unstructured to structured address format?

In order to facilitate address integration across our partner systems we can now support the use of six address fields for street line 1, street line 2, Suburb, City, State, and Country. This will ensure that the corresponding address components are passed appropriately at other integration points.

The intention is to formalise the address structure in Companies, and new fields have been added to introduce this address structure on Job Site Address, Purchase Order Delivery Address, and Service Log Site Address. When this Address structure is enabled by the new control parameter 'BETA FEATURE - Structured Addresses', a manual sync of companies from the financial system will be required.

Then going forward, any action will use structured address fields, but if sourced from pre-existing data it may require manual intervention to align if desired.

Steps to migrate addresses structure:

1. Make sure the companies import from your financial system to Workbench supports (has been updated) to import company addresses in the new format.

   1. Financial Systems supported:

      1. Xero API

      2. MYOB AccountRight API

      3. MYOB Advanced API

      4. SAP B1 API

      5. Business Central

2. Change control parameter 'BETA FEATURE - Structured Addresses' to Yes.

3. If possible, test one company: make a change and revert it on a company address on your financial and then import. This will give you an idea of the address before and after.

4. On your financial integration screen in Workbench, back date the last updated date, save and import companies.
   Below is an example of the Xero integration screen, and how only Companies are selected to be imported and Last Update was backdated to way back in the past to ensure all companies come accross.
   

   

5. If possible verify some companies.

6. Use utility wbUtilityInitialiseStructuredJobAddresses to populate the new address on Jobs: