Abillity stores the following Customer types:

The integration between The Layer and Abillity is concerned with customers and sites. We do not sync the other record types.

Sites in The Layer can sync with a site or a subsite in Abillity. The Layer's own subsite type is not used as part of the integration

Initial sync events:

The following details are synced at customer / company level:

Customer records in Live or Pending status will have the Customer option enabled under Contact Type in Abillity.

If a customer is synced in Cancelled status, the Customer option will be unchecked in Abillity.

This will be updated in Abillity whenever the status is changed in The Layer.

It is currently not possible to sync a customer as VAT-Registered. This is a limitation of the Abillity API. This may change in the future.

The following custom fields may have been set up in your instance of The Layer, depending on your requirements.

They exist as customer-level fields in The Layer but they will sync to sites in Abillity.

For this reason, all sites for a customer must have the same values for these fields. If you require sites to have e.g. a different Bill Run, we recommend creating another customer record in The Layer.

Sites will sync to Abillity either as sites or subsites.

For each customer, we will sync one Layer site as the billing site in Abillity.

All other sites from The Layer will sync as a subsite in Abillity.

While The Layer has its own concept of subsites, these will not be enabled if the integration is active.

Marking a site on The Layer as the default will indicate that this site will be considered the billing / main site on Abillity.

The following details will sync against a site.

One address will be synced per site. A site in The Layer can have multiple addresses, so you can indicate which one will be synced by checking the Site Default box from Manage - Sites - <Site> - Addresses.

Sites can be associated with a site using the Associate Address button. An address can be associated to multiple sites, and a site can have multiple addresses.

An address will be synced even if a default is not assigned to a site. The priority for address sync against a site is:

On initial sync, the Billing Contact field in Abillity will be populated.

If any site contact has a type with the Billing flag, they will be synced as the billing contact (how to configure).

If no site billing contact is present, the sync will use the contact that has been assigned to the quote.

The Sage Account Number can be stored against a customer record in The Layer.

If your instance of The Layer has a Sage integration configured, it may pull the Sage number directly from Sage. In that case, the Sage Account Number will not be visible or editable as above.

This will sync to each site and subsite in Abillity, against the Ref field in the Account Settings section.

From a sales order, you can quickly check if the customer is synced by looking for the green tick icon near the top of the screen.

Clicking on the Sync Abillity Customer button in this menu will show you a summary screen, detailing synced sites and customers.

Clicking on the Continue button will perform a manual resync. This should not generally be necessary, as updates are performed upon customer record saves in the layer.

If a customer record has not yet been synced, the green tick icon will not be shown. This could happen if an automatic initial sync failed, or if a customer record is created directly (skipping the lead stage).

In such a case, you can use the Sync Abillity Customer button in the Abillity menu to attempt a manual sync.

Click on Continue to begin this process.

After a moment the Abillity Customer list will populate. This allows you to map to an existing customer record in Abillity.

If you wish to create a new customer record in Abillity, make no selection.

In either case, clicking on Sync Abillity Customer will attempt the sync.

Sites can be manually created from Manage - Sites on a lead or customer record.

If a lead record has no existing sites, one can be auto-created during lead or opportunity creation.

If a customer record is created manually, skipping the lead stage, a lead record will be created automatically.

When creating a site manually, the logic is as follows:

This will be entered manually. Any sites created automatically during opp or quote creation will use the customer name by default.

This is an internal Layer field that will always be automatically generated. It will only be seen on customer sites, after the sync has occurred.

This will be be automatically generated for Abillity Integration users.

If Sage sync is active, the customer's Sage reference will be used to form the description. This will only be seen at the customer stage, after the customer record has synced to Sage and Abillity.

Contacts can be associated with a site from Manage - Sites with the Associate Contact button. Contacts sync to the People area in Abillity.

Whenever a customer record syncs or resyncs to Abillity, contacts will also be synced.

Contacts will be synced to their associated site or subsite, if one has been associated in The Layer.

If no site has been assigned to a contact, they will be assigned to the primary / billing site in The Layer, and synced to that site in Abillity.

Abillity shows all users for a company when viewing Company Information.

This table summarises which values sync only once and which will update when modified in The Layer.