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      ImproveIt360 Lightning Integration FAQ

      Please Note:

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

      Users / User Mapping

      When are users synchronized between ImproveIt360 Lightning and OCC?

      Users are synchronized weekly at 1:00 AM UTC on Sundays.

      Are there any specifics to types of users that are synchronized from LeadPerfection?

      Potentially, we make the following SOQL query to Salesforce to get users.

       

      SELECT Id, Name, i360core__Email__c FROM i360core__Staff__c

      How are users matched between ImproveIt360 Lightning and OCC?

      The user from ImproveIt360 Lightning has their email address compared to a list of users available in OCC by email. If the emails match they’re automatically linked up.

      Can I manually map a user between ImproveIt360 Lightning and OCC?

      Yes, you certainly can! This can be done from the ImproveIt360 card on the integrations page. You will need to click on the “Users Connected” tab where you will be presented with a list of users from MarketSharp.

       

       

      You can hover and click the “edit” (pencil) icon in order to manually select the OCC user you wish to associate with the ImproveIt360 user.

       



      Job / Job Data Mapping

      How often are updates to jobs pulled from ImproveIt360 Lightning and when do they run?

      Updates to jobs are pulled every 15 minutes. The job runs at 7, 22, 37, and 52 minutes after the hour.

      Can I add filters to selectively pull jobs in from ImproveIt360 Lightning to OCC?

      No, at this time there is no way to configure or filter and selectively pull information from ImproveIt360 Lightning to OCC.

      Document Uploads Back to ImproveIt360 Lightning

      Are documents able to be uploaded back to ImproveIt360 Lightning?

      Yes, documents can be pushed back from OCC back to ImproveIt360 Lightning.

      How do I configure when OCC should push back documents to ImproveIt360 Lightning?

      On the integration card for ImproveIt360 Lightning, there is a Settings Tab that has a set of options entitled “Document Attachment Preferences” where you can configure exactly when documents are attached back to ImproveIt360 Lightning.

       

      Where are documents uploaded back to ImproveIt360 Lightning?

      Documents that are automatically uploaded back to ImproveIt360 Lightning from OCC will be uploaded to the latest appointment the Contact is associated with. You can access the files from the Files section of the appropriate appointment (as shown below).

       

      General

      What happens when the sync button is pressed on the Integration UI?

      Pressing the Sync button on the ImproveIt360 Lightning integration card kicks off the Initial Sync job which does the following:

       

      • Pull ResultReasons: This pulls 2 different queries:
        • Results: client.picklist_values('i360core__Sales_Appointment__c', 'i360core__Status__c')
          • The following mapping is utilized to store the information on the organization:
            • description: result.value 
            • position: index (the order t is returned from the query) 
        • Results Details:It iterates over the results (from the above query) and performs client.picklist_values('i360core__Sales_Appointment__c', 'i360core__Status_Detail__c', valid_for: result.description)
          • The following mapping is utilized to store the information on the organization:
            • description: result.value 
            • position: index (the order t is returned from the query)
            • result_id: linked to the appropriate result object above
      • Pulls Sales Opportunity Results: This pulls 2 different queries:
        • Results: client.picklist_values('i360core__Sales_Opportunity__c', 'i360core__Result__c')
          • The following mapping is utilized to store the information on the organization:
            • description: result.value 
            • position: index (the order t is returned from the query) 
        • Results Details:It iterates over the results (from the above query) and performs client.picklist_values('i360core__Sales_Opportunity__c', 'i360core__Result_Detail__c', valid_for: result.description)
          • The following mapping is utilized to store the information on the organization:
            • description: result.value 
            • position: index (the order t is returned from the query)
            • result_id: linked to the appropriate result object above
      • Pulls Users: Makes the following SOQL query to ImproveIt360 Lightning (client.query('SELECT Id, Name, i360core__Email__c FROM i360core__Staff__c')). The following mapping is utilized:
        • crm_id: i360core__Staff__c.Id
        • name: i360core__Staff__c.Name
        • email: i360core__Staff__c.i360core__Email__c
      • Pulls Appointments: Pulls appointments which have been updated between 29 days previous and the current time (with handling of an overlap of 5 minutes) for users in OCC which are “actively” mapped between ImproveIt360 Lightning and OCC.

       

      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.