Overview of data field mapping between JobNimbus and One Click Contractor
The following is a detailed listing of the data fields and how they map between JobNimbus and One Click.
There are 2 ways you can integrate between One Click and JobNimbus. One is as a "Contact" and the other is as a "Job". The mappings of each variety are listed in detail below.
Contact
When configured as a contact, the fields are mapped as follows:
OCC Object | OCC Field | SF Field |
User Object Linking | ||
User | crm_id | User.id |
User | User.email | |
Job Object | ||
Job | customer_name | Contact.first_name contact.last_name |
Job | name | Contact.first_name contact.last_name |
Job | Contact.email | |
Job | lead_source | Contact.source_name |
Job | metadata.job_nimbus_job_id | NIL |
Job | metadata.job_nimbus_contact_id | Contact.jnid |
Job | metadata.job_nimbus_user_id | User.crm_id |
Job Address | ||
Job Address | line_1 | Contact.address_line1 |
Job Address | line_2 | Contact.address_line2 |
Job Address | city | Contact.city |
Job Address | state | Contact.state_text |
Job Address | postal_code | Contact.zip |
Job Phone (Multiple records are created if available) | ||
Job Phone | name | Contact.primary.type |
Job Phone | number | Contact.primary.type |
Job Appointments (Can be Multiple) | ||
Appointment | summary | JobTask.title |
Appointment | notes | JobTask.description |
Appointment | start_time | JobTask.date_start |
Appointment | end_time | JobTask.date_end or start_time + 2 Hours and converted based on the company's time zone |
Appointment | metadata.job_nimbus_event_id | JobTask.jnid |
Job
The following is a detailed listing of the data fields and how they map between MarketSharp and One Click.
OCC Object | OCC Field | SF Field |
User Object Linking | ||
User | crm_id | User.id |
User | User.email | |
Job Object | ||
Job | customer_name | Job.name |
Job | name | Contact.first_name contact.last_name |
Job | Contact.email | |
Job | lead_source | Job.source_name |
Job | metadata.job_nimbus_job_id | Job.jnid |
Job | metadata.job_nimbus_contact_id | Job.primary.id |
Job | metadata.job_nimbus_user_id | User.crm_id |
Job Address | ||
Job Address | line_1 | Job.address_line1 |
Job Address | line_2 | Job.address_line2 |
Job Address | city | Job.city |
Job Address | state | Job.state_text |
Job Address | postal_code | Job.zip |
Job Phone (Multiple records are created if available) | ||
Job Phone | name | Contact.primary.type |
Job Phone | number | Contact.primary.type |
Job Appointments (Can be Multiple) | ||
Appointment | summary | JobTask.title |
Appointment | notes | JobTask.description |
Appointment | start_time | JobTask.date_start |
Appointment | end_time | JobTask.date_end or start_time + 2 Hours and converted based on the company's time zone |
Appointment | metadata.job_nimbus_event_id | JobTask.jnid |