Crelate is the system of record for every placement (candidate, client, fee, start date). Two read-only syncs run every 6 hours to keep Producer Billing/Invoices and MASTER Commission Statements current with Crelate's dollar amounts, variances, and billing addresses.
The dollar-amount sync stamps the current Crelate amount plus a variance figure onto both sheets and logs each run to a "Sync Log" tab. The Bill To Address sync (Netlify deployment only, via sync-billto-scheduled.js) looks up each row's Crelate Placement ID and backfills "Crelate Bill To Address" with the matching company's billing address, logging to a "Bill To Sync Log" tab — the same lookup also runs on demand (automatically during invoice generation for any row missing an address, or immediately via the "Sync Bill To from Crelate" button). If a lookup fails or returns nothing, invoice generation falls back to the sheet's Client Company text. Neither sync ever writes back to Crelate itself.
Producer Billing/Invoices (Producer Billing Invoices – Enhanced II) is the primary invoice ledger: invoice number, client/candidate, dates, amount, Crelate Placement ID, Crelate Amount, Amount Variance, gift card and status fields.
MASTER Commission Statements (MASTER Commission Statements – Enhanced) is the secondary cross-check: recruiter, fee %, total fee, gross profit, balance, Crelate Placement ID, Fee % Variance and Total Fee Variance. By design the sync does not touch Fee % here — that field is still pending confirmation from Crelate support.
Sources: Producer Billing/Invoices sheet · MASTER Commission Statements sheet · Crelate Daily Sync memo · AI Invoices Enhancements memo