After you have mapped the Clients and Sites, you can use the Location tab in the Map2BOB window to link/unlink ERP Contacts with BOB Contacts. You can create a new BOB Contact from this window.

When you open Map2BOB, your ERP Customers and Locations display, with each Customer Location on a separate row.  

• Tracked: Indicates if the Site data is tracking in BOB.

  Only the Sites that have tracking turned on will be used with Service Requests in Building Optimization Broker.
• Linked: Indicates if the Customer's Location and Site are linked
• ERP Customer: Displays the ERP Customer name.
• BOB Client: Displays the synced BOB Client name. The field is
• ERP Location: Displays the ERP Location name.
• BOB Site: Displays the synced BOB Site name.
• Ellipsis: The availability of the following options depends on the BOB Client and/or Site availability and/or linked status.
  • Manage Client
  • Manage Contacts
  • Manage Site
  • Manage Equipment