Job / Job Data Mapping
How often are updates to jobs pulled from AccuLynx and when do they run?
Updates to jobs are pulled every 15 minutes. The job runs at 0, 15, 30, and 45 minutes after the hour.
Can I add filters to selectively pull jobs in from AccuLynx to OCC?
No, at this time there is no way to configure or filter and selectively pull information from AccuLynx to OCC.
Document Uploads Back to AccuLynx
Are documents able to be uploaded back to AccuLynx?
No, documents can NOT be pushed back from OCC back to AccuLynx.
General
What happens when the sync button is pressed on the Integration UI?
Pressing the Sync button on the AccuLynx integration card kicks off the Initial Sync job which does the following:
- Pulls Users: Pulls and links all users from AccuLynx to those from OCC (based on email as specified elsewhere in this documentation)
- Pulls Jobs: Pulls jobs for users in OCC which are “actively” mapped between AccuLynx and OCC. It looks for jobs who have been updated since 29 days ago through the current time.
My job hasn’t shown up in OCC. Is there a way to expedite job creation if I can’t wait until the next 15 minute run?
You can utilize the Sync button to force a synchronization.
Are there any other things to know about Job creation?
No
Jobs
What information is required to have a job created in OCC?
In order for a job to be created in OCC, the following data elements must be completed:
- Look for a job(s) which have been modified since the last sync OR through the current date.
- From the job, we look for the associated job rep as well as the first associated contact.
- If the above data matches AND the associated job rep is linked to a user in OCC that is active, the following data mapping is utilized to build / update the job in OCC:
- Customer Name: {firstContact.firstName} {firstContact.lastName}
- Name: {job.jobName}
- Email: {firstContact.emailAddresses} (we pluck the address and build a comma-separated list of email addresses)
- Lead Source: {job.leadSource.name}
- Job Address:
- Line 1: {job.locationAddress.street1}
- Line 2: {job.locationAddress.street2}
- City: {job.locationAddress.city}
- State: {job.locationAddress.state.name}
- Postal Code: {job.locationAddress.zipCode}
- Phone Number(s):
- Name: {firstContact.phoneNumbers[].type}
- Number: {firstContact.phoneNumbers[].number}
- Assigned User: Job’s Job Rep
- Metadata:
- al_job_id: {job.id}
- al_contact_id: {job.contacts.first.contact.id}
Are there any options for other mappings for job creation?
No, there aren’t any options for data mappings or job creation.
When should an update in AccuLynx be reflected in OCC?
There is a job that runs every 15 minutes at 0, 15, 30, and 45 minutes after the hour.
What happens if a Contact or Job is deleted in AccuLynx?
The information created in OCC would be orphaned and unlinked between AccuLynx and OCC. There is no update to reflect that in OCC and no updates will be pulled to a job(s) in OCC.
Do updates in OCC push back to AccuLynx?
No, there are no updates which are made in OCC pushed back to AccuLynx.
Can I make status changes in OCC and have them show up in AccuLynx?
No, you cannot currently.
What happens when I change the assigned user on the Appointment in AccuLynx?
Once a job has a job rep which has been changed to a different user it should be picked up on the 15 minute synchronization timeframe. Please note the SAME rules still exist where there must be a user linked between OCC and AccuLynx AND it must be active.