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      ImproveIt360 Classic Integration - Jobs

      Please Note:

      There are 2 versions of ImproveIt360 (Classic and Lightning). This documentation and FAQs covers ONLY the Classic version of the integration.

      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:

      1. The user from ImproveIt360 Classic MUST be mapped to a user in OCC and their mapping must be active.
      2. We look for updated i360__Appointment__c records that have been updated
      3. We then iterate over all of the active ImproveIt360 Classic Users we have mapped and look for appointments based on the appointment.i360__Sales_Rep_1__c value (this is the first sales rep assigned to the appointment).
      4. For each appointment we utilize the following mapping to create a job in OCC:
        1. Customer Name: {appointment.i360__Prospect__r.i360__Primary_First_Name__c} {appointment.i360__Prospect__r.i360__Primary_Last_Name__c}
        2. Name: {appointment.i360__Prospect__r.i360__Primary_First_Name__c} {appointment.i360__Prospect__r.i360__Primary_Last_Name__c} {appointment.i360__Components__c}
        3. Email: {appointment.i360__Prospect__r.i360__Primary_Email__c}
        4. Lead Source: {appointment.i360__Lead_Source__r.i360__Source_Name__c}
        5. Job Address:
          1. Line 1: {appointment.i360__Address__c}
          2. Line 2: (hard coded to an empty string as there is no address 2 in ImproveIt360 Classic)
          3. City: {appointment.i360__City__c}
          4. State: {appointment.app.i360__State__c}
          5. Postal Code: {appointment.i360__Zip__c}
        6. Phone Number (i360__Prospect__r.i360__Phone_1__c):
          1. Name: {appointment.i360__Prospect__r.i360__Phone_1_Type__c}
          2. Number: {appointment.i360__Prospect__r.i360__Phone_1__c}
        7. Phone Number (i360__Prospect__r.i360__Phone_2__c):
          1. Name: {appointment.i360__Prospect__r.i360__Phone_2_Type__c}
          2. Number: {appointment.i360__Prospect__r.i360__Phone_2__c}
        8. Phone Number (i360__Prospect__r.i360__Phone_3__c):
          1. Name: {appointment.i360__Prospect__r.i360__Phone_3_Type__c}
          2. Number: {appointment.i360__Prospect__r.i360__Phone_3__c}
        9. Assigned User: appointment.i360__Sales_Rep_1__c
        10. Metadata:
          1. improveit360_prospect_id:: {appointment.i360__Prospect__c}
          2. improveit360_salesrep_id: {appointment.i360__Sales_Rep_1__c}
          3. improveit360_lead_source_id: {appointment.i360__Lead_Source__c}
        11. Appointment:
          1. Start Time: {appointment.i360__Computed_Start_DateTime__c}
          2. End Time: {appointment.i360__Computed_End_DateTime__c}
          3. Summary: {appointment.name}
          4. Appointment Note Text: {appointment.i360__Comments__c)
          5. Metadata:
            1. improveit360_appointment_id: {appointment.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 ImproveIt360 Classic be reflected in OCC?

      There is a job that runs every 15 minutes at 7, 22, 37, and 52 minutes after the hour.

      What happens if a Prospect is deleted in ImproveIt360 Classic?

      The information created in OCC would be orphaned and unlinked between ImproveIt360 Classic and OCC. There is no update to reflect that in OCC and no updates will be pulled to a job(s) in OCC.

      What happens if an Appointment is deleted in ImproveIt360 Classic?

      Much like if a Prospect is deleted in ImproveIt360 Classic, NO update for appointment(s) will be pulled to a job(s) in OCC.

      Do updates in OCC push back to ImproveIt360 Classic?

      No, there are no updates which are made in OCC pushed back to ImproveIt360 Classic.

      Can I make status changes in OCC and have them show up in ImproveIt360 Classic?

      Currently, there is an ability to update a result and result reason on an appointment in OCC and have that reflected back in ImproveIt360 Classic "immediately". There is NO ability to change the Job’s status in OCC and have that reflected back in ImproveIt360 Classic.

       

      Under the appointments tab, for each of the appointments that come over from ImproveIt360 Classic will have an option to result each of those appointments.

       

       

      After selecting the icon to result it gives you the ability to select a result, result reason, and notes to save the changes.

       

       

      Once that change is saved it is accessible on the Appointment back in ImproveIt360 Classic.

      • Result and Result Reason goes to the Results section on the appointment back in ImproveIt360 Classic. The notes entered go to the comments field on the Information tab.

       

      Is there anything else that happens when an appointment is resulted?

      Yes, there are a couple of things that may also happen:

      1. There is a Quoted Amount (i360__Quoted_Amount__c) which is available on the appointment. When an appointment is resulted using the steps above, the total of the most recent estimate is updated into that field.
      2. If the appointment is resulted as “Sold” and you have configured the “Create Prospect Sale” option in the Integration Settings the following is done:
        1. A new i360__Sale__c object is created with the following properties:
          1. name: OCC {job.customer_name}
          2. i360_Appointment__c: the associated event’s improveit360_appointment_id
          3. i360__Sold_Price__c: the most recent estimate’s total
          4. i360__Sold_On__c: Current Time
          5. i360__Components_c: {appointment.i360__Components__c}
      3. If the appointment is result as ANYTHING OTHER THAN “Sold” and you have configured the “Create Marketing Opportunity” option in the Integration settings, the following is done:
        1. A new i360__Marketing_Task__c object is created with the following properties:
          1. name: OCC {job.customer_name}
          2. i360__Due_Date__c: (Time.now + 7 days)
          3. i360__Lead_Source__c: {job.metadata.improveit360_lead_source_id}
          4. i360__Type__c: Hardcoded to “Rehash Appointment”

       

      The above settings are able to be configured on the settings tab of the ImproveIt360 integration card when the platform is set to “Classic”

       

      What happens when I change the assigned user on the Appointment in ImproveIt360 Classic?

      Once an appointment has a representative 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 ImproveIt360 Classic AND it must be active AND it must be scheduled in the timeframe of 2 days prior to 30 days from the current date.