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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.

User Object Linking

User

  • OCC Field: crm_id | ImproveIt360 Field: i360__Staff__c.Id
  • OCC Field: email | ImproveIt360 Field: i360__Email__c.Email

Job Object (app = i360__Appointment__c)

Job

  • OCC Field: customer_name | ImproveIt360 Field: app.i360__Prospect__r.i360__Primary_First_Name__c app.i360__Prospect__r.i360__Primary_Last_Name__c 
  • OCC Field: name | ImproveIt360 Field: customer_name: app.i360__Components__c
  • OCC Field: email | ImproveIt360 Field: app.i360__Primary_Email__c
  • OCC Field: lead_source | ImproveIt360 Field: app.i360__Lead_Source__r.i360__Source_name__c
  • OCC Field: metadata.improveit360_prospect_id | ImproveIt360 Field: app.i360__Prospect__c
  • OCC Field: metadata.improveit360_salesrep_id | ImproveIt360 Field: app.i360__Sales_rep_1__c
  • OCC Field: metadata.improveit360_lead_source_id | ImproveIt360 Field: app.i360__Lead_source__c

Job Address

  • OCC Field: line_1 | ImproveIt360 Field: app.i360__Address__c
  • OCC Field: line_2 | ImproveIt360 Field: NOT USED
  • OCC Field: city | ImproveIt360 Field: app.i360__City__c
  • OCC Field: state | ImproveIt360 Field: app.i360__Zip__c

Job Phone (Multiple records are created and mapped with the name below)

Job Phone

  • OCC Field:

    name = app.i360__Prospect__r.i360__Phone_1_Type__c

    | ImproveIt360 Field: app.i360__Prospect__r.i360__Phone_1__c
  • OCC Field: name = app.i360__Prospect__r.i360__Phone_2_Type__c | ImproveIt360 Field: app.i360__Prospect__r.i360__Phone_1__c
  • OCC Field: name = app.i360__Prospect__r.i360__Phone_2_Type__c | ImproveIt360 Field: app.i360__Prospect__r.i360__Phone_1__c

Job Appointments (Can be Multiple)

Appointment

  • OCC Field: summary | ImproveIt360 Field:
    app.Name
  • OCC Field: notes | ImproveIt360 Field:
    app.i360__Comments__c
  • OCC Field: start_time | ImproveIt360 Field:
    app.i360__Computed_Start_DateTime__c
  • OCC Field: end_time | ImproveIt360 Field:
    app.i360__Computed_End_DateTime__c
  • OCC Field: metadata.improveit360_appointment_id | ImproveIt360 Field: app.id