ImproveIt360 Lightning Integration - Jobs

Please Note:

There are 2 versions of ImproveIt360 (Classic and Lightning). This documentation and FAQs covers ONLY the Lightning 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 Lightning 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 Lightning Users we have mapped and look for appointments based on the appointment.i360core__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.i360core__Contact_Name__c}
   2. Name: {appointment.i360core__Contact_Name__c}:  {appointmenti360core__Product_Categories__c}
   3. Email: {appointment.i360core__Contact_Email__c}
   4. Lead Source: (there is no mapping)
   5. Job Address:
      1. Line 1: {appointment.i360core__Street_Address__c}
      2. City: {appointment.i360core__City__c}
      3. State: {appointment.app.i360core__State_Province__c}
      4. Postal Code: {appointment.i360core__Zip_Postal_Code__c}
   6. Phone Number (iterate over the appointment.Contact_Phone__c): these values are split on a comma (,) and then the name / number are split on a colon (:)
      1. Name: (first value from the split on colon)
      2. Number: (second value from the split on colon)
   7. Assigned User: appointment.i360__Sales_Rep_1__c
   8. Metadata:
      1. i360_lightning_account:: {appointment.i360core__Account__c}
      2. i360_lightning_salesrep_id: {appointment.i360core__Sales_Rep_1__c}
   9. Appointment:
      1. Start Time: {appointment.i360core__Appointment_Date_Time__c}
      2. End Time: {appointment.i360core__Appointment_End_Date_Time__c}
      3. Summary: {appointment.i360core__Contact_Name__c}: {appointment.i360core__Product_Categories__c} - {appointment.i360core__Type__c}
      4. Sales Opportunities: We iterate over the appointment.i360core__Sales_Appointment_Opportunities__r object and store this with the appointment
         1. id: i360core__Sales_Opportunity__r.Id
         2. name: {i360core__Sales_Opportunity__r.i360core__Interested_In__c}: {i360core__Sales_Opportunity__r.Name}
         3. result: {i360core__Sales_Opportunity__r.i360core__Result__c}
         4. result_detail: {i360core__Sales_Opportunity__r.i360core__Result_Detail__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 Lightning 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 Contact or Account is deleted in ImproveIt360 Lightning?

The information created in OCC would be orphaned and unlinked between ImproveIt360 Lightning 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 Lightning?

Much like if a Contact or Account is deleted in ImproveIt360 Lightning, NO update for appointment(s) will be pulled to a job(s) in OCC.

Do updates in OCC push back to ImproveIt360 Lightning?

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

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

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

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

After selecting the icon to result it gives you the ability to result both the Sales Appointment as well as each of the Sales Opportunities associated with the appointment.

Once that change is saved it is accessible on the Sales Appointment and corresponding Sales Opportunities back in ImproveIt360 Lightning.

• Result and Result Reason goes to the Information section on the Sales Appointment appointment back in ImproveIt360 Lightning.
• The Sales Opportunity Result and Result Detail go to the associated Sales Opportunities in ImproveIt360 Lightning

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

No, unlike ImproveIt360 Classic there is no other information pushed to ImproveIt360 when an appointment is resulted in OCC.

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

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 Lightning AND it must be active AND it must be scheduled in the timeframe of 2 days prior to 30 days from the current date.