POSBridge Documentation

Data import specification — what comes in, where it goes

What POSBridge Does

POSBridge is the exclusive data gateway between POS systems and the PAG platform. No other application connects to a POS directly. POSBridge receives raw POS data (via CSV upload or API), maps it to a canonical platform model, and routes each record to the correct target application.

PHASE 1 (Current)

CSV / Excel Upload

Manual file import from POS exports

PHASE 2 (Planned)

Live API Adapters

EPASS XAPI, WhirlWind, STORIS

PHASE 3 (Future)

Bi-directional Sync

Platform → POS (orders, customers)

Data Flow

  POS System (EPASS / WhirlWind / STORIS / CSV Export)
       │
       ▼
  ┌─────────────────────────────────────────┐
  │            POSBridge                     │
  │  ┌──────────┐    ┌───────────────────┐  │
  │  │  Adapter  │───▶│  Field Mapping    │  │
  │  │ (CSV/API) │    │  Engine           │  │
  │  └──────────┘    └───────┬───────────┘  │
  │                          │               │
  │              ┌───────────▼───────────┐   │
  │              │  Canonical Data Model  │  │
  │              │  (Staging Database)    │  │
  │              └───────────┬───────────┘   │
  │                          │               │
  │              ┌───────────▼───────────┐   │
  │              │    Data Router         │  │
  │              └──┬──────┬──────┬──────┘   │
  └─────────────────┼──────┼──────┼──────────┘
                    │      │      │
         ┌──────────┘      │      └──────────┐
         ▼                 ▼                  ▼
  ┌─────────────┐  ┌──────────────┐  ┌──────────────┐
  │  CRM Lite   │  │ PMAppliance  │  │  RepairPro   │
  │ (ClientPulse)│  │    Hub       │  │              │
  │             │  │              │  │              │
  │ • Customers │  │ • Appliances │  │ • Service    │
  │ • Orders    │  │ • Properties │  │   History    │
  │ • Quotes    │  │ • Warranties │  │ • Tickets    │
  │ • Products  │  │              │  │              │
  └─────────────┘  └──────────────┘  └──────────────┘

Data Types & Field Mapping

CUSTOMER

Customers

→ CRM Lite (Person)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
FirstName	string	Yes	CustFirst	FirstName	Customer first name
LastName	string	Yes	CustLast	LastName	Customer last name
Email	string	No	CustEmail	Email	Primary email address
Phone	string	No	CustPhone	Phone1	Primary phone number
Address	string	No	CustAddr1	Address1	Street address
City	string	No	CustCity	City	City
State	string	No	CustState	State	State/Province
Zip	string	No	CustZip	ZipCode	ZIP/Postal code
CustomerCode	string	No	CustNo	CustomerCode	POS customer account number
AccountType	string	No	CustType	AccountType	Account type (Retail, Commercial, etc.)
DoNotEmail	bool	No	OptOutEmail	DoNotEmail	Email opt-out flag
DoNotText	bool	No	OptOutSMS	DoNotText	SMS opt-out flag

ORDER

Orders / Invoices

→ CRM Lite (PlatformOrder)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	Yes	OrderNo	InvoiceNumber	POS order/invoice number
CustomerCode	string	Yes	CustNo	CustomerCode	Links to customer record
OrderDate	DateTime	Yes	OrderDate	InvoiceDate	Date order was placed
Status	string	No	OrderStatus	Status	Open, Pending, Delivered, etc.
SubTotal	decimal	No	SubTotal	SubTotal	Pre-tax total
Tax	decimal	No	TaxAmt	TaxAmount	Tax amount
Total	decimal	Yes	OrderTotal	Total	Total including tax
DeliveryDate	DateTime?	No	DelivDate	DeliveryDate	Scheduled/actual delivery date
DeliveryStatus	string	No	DelivStatus	DeliveryStatus	Scheduled, Delivered, etc.
Notes	string	No	Comments	Notes	Order notes or special instructions

LINE ITEM

Order Line Items

→ CRM Lite (PlatformOrderLine)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	Yes	OrderNo	InvoiceNumber	Parent order reference
ModelNumber	string	Yes	Model	ModelNumber	Product model number
Brand	string	No	Brand	BrandName	Manufacturer brand
Category	string	No	ProdCat	Category	Product category
Description	string	No	ProdDesc	Description	Product description
Quantity	int	Yes	Qty	Quantity	Quantity ordered
UnitPrice	decimal	Yes	Price	SellPrice	Sell price per unit
SerialNumber	string	No	Serial	SerialNumber	Appliance serial number

QUOTE

Quotes

→ CRM Lite (CrmQuote)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
QuoteNumber	string	Yes	QuoteNo	QuoteNumber	POS quote number
CustomerCode	string	Yes	CustNo	CustomerCode	Links to customer
QuoteDate	DateTime	Yes	QuoteDate	QuoteDate	Date quote was created
ExpirationDate	DateTime?	No	ExpDate	ExpirationDate	Quote expiration
Status	string	No	QuoteStatus	Status	Draft, Sent, Accepted, Expired
Total	decimal	Yes	QuoteTotal	Total	Quote total

PRODUCT

Products / Catalog

→ CRM Lite (ProductCatalog)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ModelNumber	string	Yes	Model	ModelNumber	Product model number (unique key)
Brand	string	Yes	Brand	BrandName	Manufacturer brand
Category	string	No	ProdCat	Category	Product category
Description	string	No	ProdDesc	Description	Product description
CostPrice	decimal	No	Cost	DealerCost	Dealer/wholesale cost
RetailPrice	decimal	No	MSRP	ListPrice	List/retail price

DELIVERY

Deliveries

→ CRM Lite (PlatformDelivery)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	Yes	OrderNo	InvoiceNumber	Links to order
DeliveryDate	DateTime	Yes	DelivDate	DeliveryDate	Delivery date
Status	string	No	DelivStatus	Status	Scheduled, Delivered, Failed
DriverNotes	string	No	Notes	DriverNotes	Driver/delivery notes

SERVICE

Service History

→ RepairPro

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	CustNo	CustomerCode	Links to customer
ServiceDate	DateTime	Yes	SvcDate	ServiceDate	Date of service
TechnicianName	string	No	TechName	TechName	Service technician
Description	string	No	SvcDesc	ProblemDescription	Service description
Parts	string	No	Parts	PartsUsed	Parts used (comma-separated)
Status	string	No	SvcStatus	Status	Open, Completed, Cancelled

PAYMENT

Payments

→ DealerOS / CRM Lite

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	Yes	OrderNo	InvoiceNumber	Links to order/invoice
PaymentDate	DateTime	Yes	PmtDate	PaymentDate	Date payment received
Amount	decimal	Yes	PmtAmt	Amount	Payment amount
Method	string	Yes	PmtType	PaymentMethod	Cash, Check, Credit Card, Financing, ACH
ReferenceNumber	string	No	RefNo	ReferenceNumber	Check #, card last 4, financing contract #
CardType	string	No	CardType	CardType	Visa, MC, Amex (if credit card)
FinancingProvider	string	No	FinCo	FinanceCompany	Synchrony, Wells Fargo, etc.
FinancingTerm	string	No	FinTerm	FinanceTerm	12mo, 24mo, etc.
IsDeposit	bool	No	IsDeposit	IsDeposit	Deposit vs final payment

Purchase Orders

→ DealerOS / Inventory

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PONumber	string	Yes	PONo	PONumber	Purchase order number
VendorName	string	Yes	VendorName	VendorName	Vendor/supplier name
VendorCode	string	No	VendorNo	VendorCode	Vendor account code
OrderDate	DateTime	Yes	PODate	PODate	PO creation date
ExpectedDate	DateTime?	No	ETA	ETADate	Expected delivery date
Status	string	No	POStatus	Status	Open, Partial, Received, Closed
Total	decimal	No	POTotal	Total	Total PO amount
TrackingNumber	string	No	Tracking	TrackingNumber	Shipping tracking number
Notes	string	No	Comments	Notes	PO notes

PO LINE

PO Line Items

→ DealerOS / Inventory

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PONumber	string	Yes	PONo	PONumber	Parent PO reference
ModelNumber	string	Yes	Model	ModelNumber	Product model ordered
Brand	string	No	Brand	BrandName	Manufacturer
Description	string	No	ProdDesc	Description	Product description
QuantityOrdered	int	Yes	QtyOrd	QtyOrdered	Quantity ordered
QuantityReceived	int	No	QtyRcvd	QtyReceived	Quantity received so far
UnitCost	decimal	Yes	Cost	UnitCost	Cost per unit
AssignedOrderNumber	string	No	AssignOrd	SalesOrderNumber	Customer order this is allocated to

INVENTORY

Inventory Units

→ DealerOS / PMApplianceHub

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ModelNumber	string	Yes	Model	ModelNumber	Product model number
SerialNumber	string	No	Serial	SerialNumber	Unit serial number
Brand	string	No	Brand	BrandName	Manufacturer
Location	string	No	Location	WarehouseLocation	Warehouse aisle/bay/shelf
Condition	string	No	Condition	Condition	New, Open Box, Damaged, Refurbished
ReceivedDate	DateTime?	No	RcvDate	ReceivedDate	Date received into inventory
CostPaid	decimal	No	CostPaid	CostPaid	Actual cost paid for this unit
AllocatedToOrder	string	No	AllocOrd	AllocatedOrder	Order this unit is reserved for
PONumber	string	No	PONo	PONumber	PO this unit came from
Status	string	No	InvStatus	Status	Available, Held, Sold, Returned, Damaged

RETURN

Returns

→ DealerOS / ReturnFlow

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ReturnNumber	string	Yes	RANo	ReturnNumber	Return authorization number
OriginalOrderNumber	string	Yes	OrigOrder	OriginalInvoice	Original order being returned
CustomerCode	string	Yes	CustNo	CustomerCode	Customer returning the item
ReturnDate	DateTime	Yes	RetDate	ReturnDate	Date return was initiated
ModelNumber	string	Yes	Model	ModelNumber	Product being returned
SerialNumber	string	No	Serial	SerialNumber	Serial number of returned unit
Reason	string	No	Reason	ReturnReason	Reason for return
Condition	string	No	Condition	InspectionResult	Inspection result: Resellable, Damaged, Defective
RefundAmount	decimal	No	RefundAmt	RefundAmount	Amount refunded to customer
VendorCreditAmount	decimal	No	VendorCred	VendorCredit	Credit received from vendor
Disposition	string	No	Disposition	Disposition	Restock, Return to Vendor, Scrap, Outlet
Status	string	No	RetStatus	Status	Pending, Inspected, Processed, Closed

DEPOSIT

Bank Deposits

→ DealerOS / Accounting

Canonical Field	Type	Required	WhirlWind	EPASS	Description
DepositDate	DateTime	Yes	DepDate	DepositDate	Date of bank deposit
DepositNumber	string	No	DepNo	DepositNumber	Deposit slip number
CashAmount	decimal	No	Cash	CashAmount	Cash in deposit
CheckAmount	decimal	No	Checks	CheckAmount	Checks in deposit
CardAmount	decimal	No	Cards	CardAmount	Credit card batch total
TotalAmount	decimal	Yes	DepTotal	Total	Total deposit amount
Status	string	No	DepStatus	Status	Unposted, Posted, Reconciled

STAFF

Staff / Salespeople

→ DealerOS / CRM Lite

Canonical Field	Type	Required	WhirlWind	EPASS	Description
EmployeeCode	string	Yes	EmpNo	EmployeeCode	Employee/salesperson code
FirstName	string	Yes	EmpFirst	FirstName	First name
LastName	string	Yes	EmpLast	LastName	Last name
Email	string	No	EmpEmail	Email	Email
Phone	string	No	EmpPhone	Phone	Phone
Role	string	No	EmpRole	Role	Sales Associate, Manager, Warehouse, etc.
CommissionRate	decimal?	No	CommRate	CommRate	Commission percentage
IsActive	bool	No	Active	IsActive	Currently active employee

PROPERTY

Properties / Homes

→ PMApplianceHub

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	CustNo	CustomerCode	Links to customer/owner
Address	string	Yes	ShipAddr	DeliveryAddress	Property street address
City	string	No	ShipCity	DeliveryCity	City
State	string	No	ShipState	DeliveryState	State
Zip	string	No	ShipZip	DeliveryZip	ZIP code
UnitNumber	string	No	Unit	Suite	Apartment/unit number
PropertyType	string	No	—	—	House, Condo, Apartment, Commercial
TenantName	string	No	—	—	Current tenant (if rental)

APPLIANCE

Appliance Ownership

→ PMApplianceHub (UnitAppliance)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	CustNo	CustomerCode	Links to customer/property owner
PropertyAddress	string	No	ShipAddr	DeliveryAddress	Property where installed
ApplianceType	string	Yes	ProdCat	Category	Refrigerator, Range, Dishwasher, etc.
Brand	string	Yes	Brand	BrandName	Manufacturer brand
ModelNumber	string	Yes	Model	ModelNumber	Product model number
SerialNumber	string	No	Serial	SerialNumber	Appliance serial number
PurchaseDate	DateTime?	No	OrderDate	InvoiceDate	Date purchased (from order)
PurchasePrice	decimal?	No	Price	SellPrice	Price customer paid
InstallDate	DateTime?	No	DelivDate	DeliveryDate	Date installed
WarrantyExpires	DateTime?	No	WarrExp	WarrantyExpDate	Warranty expiration date
WarrantyType	string	No	WarrType	WarrantyType	Manufacturer, Extended, None

DAMAGE

Damage Reports

→ DealerOS / Warehouse

Canonical Field	Type	Required	WhirlWind	EPASS	Description
OrderNumber	string	No	OrderNo	InvoiceNumber	Related order (if applicable)
ModelNumber	string	Yes	Model	ModelNumber	Damaged product model
SerialNumber	string	No	Serial	SerialNumber	Serial of damaged unit
DamageDate	DateTime	Yes	DmgDate	DamageDate	Date damage reported
Severity	string	No	Severity	Severity	Minor, Moderate, Severe
Description	string	No	DmgDesc	Description	Description of damage
PhotoUrls	string	No	—	—	Damage photos (URLs, comma-separated)
Disposition	string	No	Disposition	Disposition	Return to Vendor, Outlet, Scrap

TRANSFER

Warehouse Transfers

→ DealerOS / Warehouse

Canonical Field	Type	Required	WhirlWind	EPASS	Description
TransferNumber	string	Yes	XferNo	TransferNo	Transfer document number
FromLocation	string	Yes	FromLoc	FromWarehouse	Source warehouse/location
ToLocation	string	Yes	ToLoc	ToWarehouse	Destination warehouse/location
TransferDate	DateTime	Yes	XferDate	TransferDate	Date of transfer
ModelNumber	string	Yes	Model	ModelNumber	Product being transferred
SerialNumber	string	No	Serial	SerialNumber	Serial number
Quantity	int	Yes	Qty	Quantity	Quantity transferred
Status	string	No	XferStatus	Status	Pending, In Transit, Received

QUOTE LINE

Quote Line Items

→ CRM Lite (CrmQuoteLineItem)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
QuoteNumber	string	Yes	QuoteNo	QuoteNumber	Parent quote reference
ModelNumber	string	Yes	Model	ModelNumber	Product model number
Brand	string	No	Brand	BrandName	Manufacturer brand
Description	string	No	ProdDesc	Description	Product description
Quantity	int	Yes	Qty	Quantity	Quantity quoted
UnitPrice	decimal	Yes	Price	SellPrice	Quoted price per unit
DiscountPercent	decimal?	No	DiscPct	DiscountPct	Line-level discount percentage
ExtendedPrice	decimal	No	ExtPrice	ExtendedPrice	Quantity x UnitPrice - Discount

VENDOR

Vendors / Suppliers

→ DealerOS / CRM Lite (Company)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
VendorCode	string	Yes	VendorNo	VendorCode	Vendor account code
VendorName	string	Yes	VendorName	VendorName	Company name
ContactName	string	No	VendorContact	ContactName	Primary contact person
Phone	string	No	VendorPhone	Phone	Phone number
Email	string	No	VendorEmail	Email	Email address
Address	string	No	VendorAddr	Address1	Street address
City	string	No	VendorCity	City	City
State	string	No	VendorState	State	State
Zip	string	No	VendorZip	ZipCode	ZIP code
AccountNumber	string	No	AcctNo	AccountNumber	Retailer's account # with this vendor
PaymentTerms	string	No	Terms	Terms	Net 30, COD, etc.
IsActive	bool	No	Active	IsActive	Active vendor

ADDRESS

Customer Addresses

→ CRM Lite (PersonAddress)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	CustNo	CustomerCode	Links to customer
AddressType	string	Yes	AddrType	AddressType	Billing, Shipping, Service, Home
Address	string	Yes	Addr1	Address1	Street address
Address2	string	No	Addr2	Address2	Suite, apt, unit
City	string	No	City	City	City
State	string	No	State	State	State
Zip	string	No	Zip	ZipCode	ZIP code
IsPrimary	bool	No	Primary	IsPrimary	Primary address for this type
Notes	string	No	AddrNotes	Notes	Delivery instructions, gate code, etc.

ROUTE

Delivery Routes / Stops

→ DealerOS / DeliveryFlow

Canonical Field	Type	Required	WhirlWind	EPASS	Description
RouteDate	DateTime	Yes	RouteDate	RouteDate	Delivery route date
RouteName	string	No	RouteName	RouteName	Route identifier (Truck A, Route 1, etc.)
DriverName	string	No	Driver	DriverName	Assigned driver
TruckId	string	No	TruckNo	TruckId	Truck/vehicle identifier
StopNumber	int	Yes	StopNo	StopSequence	Stop order on route
OrderNumber	string	Yes	OrderNo	InvoiceNumber	Order being delivered at this stop
CustomerCode	string	No	CustNo	CustomerCode	Customer at this stop
Address	string	No	DelivAddr	DeliveryAddress	Delivery address
TimeWindow	string	No	TimeWin	TimeWindow	Delivery window (8am-12pm, etc.)
ItemCount	int	No	Items	ItemCount	Number of items on this stop
Status	string	No	StopStatus	Status	Scheduled, En Route, Delivered, Failed
CompletedAt	DateTime?	No	DelivTime	CompletedTime	Actual delivery time
DriverNotes	string	No	Notes	DriverNotes	Driver notes at delivery
SignatureUrl	string	No	SigUrl	SignatureUrl	Customer signature image URL
PhotoUrls	string	No	Photos	PhotoUrls	Delivery photos (comma-separated URLs)

PRICING

Price Lists / Price Codes

→ PriceSync2 / DealerOS

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PriceCode	string	Yes	PriceCode	PriceCode	Price list identifier (Retail, Builder, Employee, VIP)
Description	string	No	PriceDesc	Description	Price list description
ModelNumber	string	Yes	Model	ModelNumber	Product model
ListPrice	decimal	No	MSRP	ListPrice	Manufacturer suggested retail price
SellPrice	decimal	Yes	SellPrice	SellPrice	Selling price for this price code
CostPrice	decimal	No	Cost	DealerCost	Dealer cost
MinPrice	decimal?	No	MinPrice	MinPrice	Minimum allowed sell price (MAP)
EffectiveDate	DateTime?	No	EffDate	EffectiveDate	When this price takes effect
ExpirationDate	DateTime?	No	ExpDate	ExpirationDate	When this price expires

PROMO

Promotions / Rebates

→ DealerOS / CRM Lite

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PromoCode	string	Yes	PromoNo	PromoCode	Promotion/rebate identifier
PromoName	string	Yes	PromoName	PromoName	Promotion name
PromoType	string	No	PromoType	PromoType	Manufacturer Rebate, Store Promo, Co-op, Spiff
Brand	string	No	Brand	BrandName	Applicable brand (or blank for all)
ModelNumber	string	No	Model	ModelNumber	Specific model (or blank for category)
Category	string	No	ProdCat	Category	Product category
DiscountAmount	decimal?	No	DiscAmt	DiscountAmount	Fixed dollar discount
DiscountPercent	decimal?	No	DiscPct	DiscountPct	Percentage discount
RebateAmount	decimal?	No	RebateAmt	RebateAmount	Mail-in/instant rebate amount
StartDate	DateTime	Yes	StartDate	StartDate	Promotion start date
EndDate	DateTime	Yes	EndDate	EndDate	Promotion end date
IsActive	bool	No	Active	IsActive	Currently active

WARRANTY

Warranty Claims

→ RepairPro

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ClaimNumber	string	Yes	ClaimNo	ClaimNumber	Warranty claim number
CustomerCode	string	Yes	CustNo	CustomerCode	Customer filing claim
ModelNumber	string	Yes	Model	ModelNumber	Product model
SerialNumber	string	Yes	Serial	SerialNumber	Appliance serial number
ClaimDate	DateTime	Yes	ClaimDate	ClaimDate	Date claim filed
IssueDescription	string	No	ClaimDesc	Description	Description of the issue
ClaimStatus	string	No	ClaimStatus	Status	Filed, Approved, Denied, Paid
ClaimAmount	decimal?	No	ClaimAmt	ClaimAmount	Amount claimed
PaidAmount	decimal?	No	PaidAmt	PaidAmount	Amount paid by manufacturer
ManufacturerRef	string	No	MfgRef	MfgReference	Manufacturer reference/case number

NOTE

Customer Notes

→ CRM Lite (Communication)

Canonical Field	Type	Required	WhirlWind	EPASS	Description
CustomerCode	string	Yes	CustNo	CustomerCode	Links to customer
NoteDate	DateTime	Yes	NoteDate	NoteDate	Date note was created
NoteText	string	Yes	Note	NoteText	Note content
NoteType	string	No	NoteType	NoteType	General, Phone Call, Follow-up, Complaint
CreatedBy	string	No	Author	CreatedBy	Employee who wrote the note

FINANCE

Financing Applications

→ DealerOS

Canonical Field	Type	Required	WhirlWind	EPASS	Description
ApplicationId	string	Yes	AppNo	ApplicationId	Financing application ID
CustomerCode	string	Yes	CustNo	CustomerCode	Customer applying
Provider	string	Yes	FinCo	FinanceCompany	Synchrony, Wells Fargo, GreenSky, etc.
ApplicationDate	DateTime	Yes	AppDate	ApplicationDate	Date applied
RequestedAmount	decimal	No	ReqAmt	RequestedAmount	Amount requested
ApprovedAmount	decimal?	No	ApprvAmt	ApprovedAmount	Amount approved
Term	string	No	FinTerm	Term	12mo, 24mo, 36mo, etc.
InterestRate	decimal?	No	IntRate	Rate	Interest rate (0 for promos)
Status	string	No	AppStatus	Status	Pending, Approved, Denied, Expired
OrderNumber	string	No	OrderNo	InvoiceNumber	Order this financing is applied to

PARTS

Parts Inventory

→ RepairPro

Canonical Field	Type	Required	WhirlWind	EPASS	Description
PartNumber	string	Yes	PartNo	PartNumber	Part number / SKU
Description	string	No	PartDesc	Description	Part description
Brand	string	No	Brand	BrandName	Manufacturer
QuantityOnHand	int	No	QtyOH	QtyOnHand	Current stock count
CostPrice	decimal	No	PartCost	Cost	Cost per unit
SellPrice	decimal	No	PartPrice	SellPrice	Sell price per unit
Location	string	No	Bin	BinLocation	Storage bin/shelf location
CompatibleModels	string	No	FitsModels	CompatibleModels	Appliance models this part fits (comma-separated)

APPOINTMENT

Service Appointments

→ RepairPro

Canonical Field	Type	Required	WhirlWind	EPASS	Description
AppointmentId	string	Yes	SvcTicket	TicketNumber	Service ticket/appointment ID
CustomerCode	string	Yes	CustNo	CustomerCode	Customer
ScheduledDate	DateTime	Yes	SvcDate	ScheduledDate	Scheduled service date
TimeWindow	string	No	TimeWin	TimeWindow	Morning, Afternoon, 8-12, 1-5
TechnicianName	string	No	Tech	TechName	Assigned technician
ServiceAddress	string	No	SvcAddr	ServiceAddress	Where service is performed
ApplianceModel	string	No	Model	ModelNumber	Appliance to be serviced
ApplianceSerial	string	No	Serial	SerialNumber	Serial number
ProblemDescription	string	No	Problem	Problem	Customer-reported issue
Status	string	No	SvcStatus	Status	Scheduled, Dispatched, In Progress, Completed, Cancelled
EstimatedDuration	string	No	EstTime	EstDuration	Estimated time (1hr, 2hr, etc.)

TAX

Tax Codes / Rates

→ DealerOS / PriceSync2

Canonical Field	Type	Required	WhirlWind	EPASS	Description
TaxCode	string	Yes	TaxCode	TaxCode	Tax jurisdiction code
Description	string	No	TaxDesc	Description	Tax jurisdiction name
Rate	decimal	Yes	TaxRate	TaxRate	Tax rate percentage
IsDefault	bool	No	Default	IsDefault	Default tax code for new orders
State	string	No	State	State	State this tax applies to
County	string	No	County	County	County (if applicable)
City	string	No	City	City	City (if applicable)
EffectiveDate	DateTime?	No	EffDate	EffectiveDate	When this rate takes effect

Supported POS Systems

CSV / Excel Upload

Any POS system that can export to CSV or Excel. Manual upload, field mapping, preview before import.

AVAILABLE NOW

WhirlWind

WhirlWind POS integration. Product catalog, inventory, orders, customer records. Primary POS target for V1.

PHASE 2 — PRIORITY

EPASS XAPI

Direct API integration via EPASS XAPI. Customers, invoices, service requests, dispatching.

PHASE 2

STORIS

STORIS ERP integration for furniture/appliance retailers.

PHASE 3

API Endpoints (Phase 2)

When live API adapters are built, these will be the endpoints POSBridge exposes for other platform apps to call:

Method	Endpoint	Description	Status
GET	/api/customers/{posId}	Look up customer by POS ID	Planned
POST	/api/customers/sync	Sync customer from POS to platform	Planned
GET	/api/orders/{posOrderNumber}	Look up order by POS order number	Planned
POST	/api/orders/sync	Sync order/invoice from POS	Planned
POST	/api/quotes/send-to-pos	Send a CRM quote to the POS system	Planned
GET	/api/inventory/{model}	Check POS inventory for a product	Planned
POST	/api/import/upload	Upload CSV/Excel for batch import	Phase 1
GET	/api/import/{jobId}/status	Check import job progress	Phase 1