Jobpac Integration with Prestartr

Jobpac Integration with Prestartr

The Jobpac integration enables automatic synchronisation of debtor (company) data from Jobpac into Prestartr. This ensures that company records in Prestartr are kept up to date with the latest information from your Jobpac system, including contact details, financial terms, and identifiers.

This article covers the fields that are synchronised, where they appear in Prestartr, and how to configure the integration.

 

Overview

When the Jobpac integration is active, Prestartr automatically syncs debtor records from Jobpac into the Companies module. The sync runs periodically to ensure company data remains current.

Synchronised data appears in the Company Record under the Details and Financials sections.

Synchronised Fields

The following fields are synchronised from Jobpac debtors into Prestartr company records:

Jobpac Field Prestartr Field Notes
Company Name Company Name Debtor name from Jobpac.
Company Address Company Address Full address as recorded in Jobpac.
ACN (from Jobpac) ABN The Jobpac 'ACN' field maps to the Prestartr 'ABN' field.
Credit Limit Credit Limit Located in the Financials section of the Company record.
Payment Terms Payment Terms Dropdown selection. See supported values below.
Debtor Email Debtor Email Primary contact email for the debtor.
Debtor Code (6-character) Jobpac Debtor ID Six-character identifier (e.g., E&FPOR, GRAPTY). Displayed as a main field in Company Details for sorting and filtering.

Payment Terms

The Payment Terms field is a dropdown in Prestartr, populated from the Payment Terms Catalogue. The following standard values are supported:

  • COD — Cash on Delivery
  • 7 Days
  • 14 Days
  • 30I — 30 Days from Invoice
  • E30 — End of Month + 30 Days
  • E45 — End of Month + 45 Days
  • E60 — End of Month + 60 Days
  • E62 — End of Month + 62 Days

These values are managed in the Payment Terms Catalogue. Contact Prestartr Support if you need additional payment terms added.

Where to Find Synced Data

Once the integration is active, synced data appears in the following locations within a Company Record:

Details Section

  • Company Name
  • Company Address
  • ABN
  • Debtor Email
  • Jobpac Debtor ID — displayed as a primary field (not in Custom Fields), allowing you to sort and filter companies by this identifier.

Financials Section

The Financials section in the Company record displays:

  • Credit Limit
  • Payment Terms

Configuration

To enable the Jobpac integration:

  1. Contact Prestartr Support to request activation of the Jobpac integration for your tenant.
  2. Provide your Jobpac connection details and credentials to the support team.
  3. Once configured, the sync will run automatically. Company records will be created or updated in Prestartr based on debtor data in Jobpac.

Important: The Jobpac Debtor ID is the primary identifier used to match Jobpac debtors to Prestartr company records. Ensure this field is correctly maintained in Jobpac to avoid duplicate or mismatched records.

 

Troubleshooting

Issue Resolution
Company record not appearing in Prestartr Verify the debtor exists in Jobpac and that the sync has run. Contact Prestartr Support if the issue persists.
ABN field is empty Check that the 'ACN' field is populated in the Jobpac debtor record. The ACN maps to ABN in Prestartr.
Payment Terms showing incorrect value Ensure the value in Jobpac matches one of the supported Payment Terms Catalogue entries listed above.
Jobpac Debtor ID not visible for filtering The Jobpac Debtor ID is a main field in Company Details. If it is not visible, check your column settings or contact Prestartr Support.