Configure King imports

Choose which data OutSmart imports from King and understand how each import behaves.

Use the import settings to decide which data King sends into OutSmart.

The sync runs automatically at regular intervals.

You can also start a manual import from the settings page.

What you can import

Relations

Import debtors from King into the OutSmart CRM.

This can include the main address, delivery addresses, and contact persons.

If the debtor number matches an existing customer in OutSmart, that customer updates.

If no match exists, OutSmart creates a new customer.

Materials

Import King articles as materials in OutSmart.

You can also import VAT rates together with materials.

Import VAT rates

Turn on Import VAT rates under Materials when you also want VAT percentages.

This helps OutSmart use the correct VAT rate when material lines export back to King.

Hour types

Import King rates as hour types in OutSmart.

Rates with a code that starts with *A are treated as materials instead.

Those records import into the OutSmart product catalog.

Orders

Import King orders as work orders in OutSmart.

You can refine this import with extra options.

Free field filter

Enter the name of a King free field.

Only orders where that field is set to true are imported.

Leave this empty to import all open orders.

Default type of work

Enter the default work type for imported work orders.

Order updates

Turn this on when King order line changes should update the matching work order in OutSmart.

This includes changes such as quantities, descriptions, or added lines.

Date filter

Import only orders created or changed after the date and time you enter.

Leave this empty to include all open orders.

1

Open the King settings

Go to Settings → Software integrations.

Open King.

2

Turn on the imports you need

Select Relations, Materials, Hour types, or Orders.

3

Configure the extra import options

Turn on Import VAT rates if needed.

If you import orders, fill in the free field filter, default type of work, order updates, and date filter as needed.

4

Save the setup

Click Save.

Your import settings are then stored.

5

Run a manual import when needed

Click the sync icon next to an import option to run it immediately.

Before you run a manual import

Check these points first:

• the selected administration is correct
• the King free field name is spelled exactly as it exists in King
• leave optional filters empty if you want the broadest import
• enable VAT import when King VAT should drive material export values

Frequently asked questions

How often does the import run?

The integration runs automatically at regular intervals.

You can also start a manual sync from the settings page.

What is the free field filter for orders?

It filters King orders by one custom field.

Only orders where that field is set to true are imported.

Use this when you only want specific King orders in OutSmart.

What does “Order updates” do?

It applies King order line changes to the matching OutSmart work order.

This keeps the imported work order aligned with later edits in King.

Why are some rates imported as materials?

King rates with a code that starts with *A are treated as materials in OutSmart.

They are imported into the product catalog instead of hour types.

What happens if a customer already exists in OutSmart?

If the debtor number matches, OutSmart updates the existing customer.

If not, OutSmart creates a new one.

Related topics

• King
• Set up King
• Configure King exports