ImproveIt360 Integration - Data Mapping

Overview of data field mapping between ImproveIt360 and One Click Contractor

The following is a detailed listing of the data fields and how they map between Salesforce and One Click.

First off, we pull users from the i360__Staff__c object in ImproveIt360.

  OCC Field ImproveIt360 Field
User Object Linking
User crm_id i360__Staff__c.Id
User email i360__Email__c.Email
Job Object (app = i360__Appointment__c)
Job customer_name app.i360__Prospect__r.i360__Primary_First_Name__c app.i360__Prospect__r.i360__Primary_Last_Name__c 
Job name customer_name: app.i360__Components__c
Job email app.i360__Primary_Email__c
Job lead_source app.i360__Lead_Source__r.i360__Source_name__c
Job metadata.improveit360_prospect_id app.i360__Prospect__c
Job metadata.improveit360_salesrep_id app.i360__Sales_rep_1__c
Job metadata.improveit360_lead_source_id app.i360__Lead_source__c
Job Address
Job Address line_1 app.i360__Address__c
Job Address line_2 NOT USED
Job Address city app.i360__City__c
Job Address state app.i360__Zip__c
Job Phone (Multiple records are created and mapped with the name below)
Job Phone

name = app.i360__Prospect__r.i360__Phone_1_Type__c

app.i360__Prospect__r.i360__Phone_1__c
Job Phone name = app.i360__Prospect__r.i360__Phone_2_Type__c app.i360__Prospect__r.i360__Phone_1__c
Job Phone name = app.i360__Prospect__r.i360__Phone_2_Type__c app.i360__Prospect__r.i360__Phone_1__c
Job Appointments (Can be Multiple)
Appointment summary
app.Name
Appointment notes
app.i360__Comments__c
Appointment start_time
app.i360__Computed_Start_DateTime__c
Appointment end_time
app.i360__Computed_End_DateTime__c
Appointment metadata.improveit360_appointment_id app.id