Common questions on configuration available for the integration between One Click Contractor and LeadPerfection.
Users / User Mapping
When are users synchronized between LeadPerfection and OCC?
Users are synchronized weekly at 3:30 AM UTC on Sundays.
Are there any specifics to types of users that are synchronized from LeadPerfection?
Potentially, we call the api/SalesApi/GetSalesApptDispProd endpoint per their API documentation.
How are users matched between LeadPerfection and OCC?
Unfortunately, the API call we make does NOT return an email address we can use to auto-match users. Therefore, an administrator in the OCC organization must manually match users in the system.
Matching of users is done from the LeadPerfection 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 LeadPerfection. You can hover and click the “edit” (pencil) icon in order to manually select the OCC user you wish to associate with the LeadPerfection user.
Job / Job Data Mapping
How often are updates to jobs pulled from LeadPerfection and when do they run?
Updates to jobs are pulled every 15 minutes. The job runs at 5, 20, 35, and 50 minutes after the hour.
Can I add filters to selectively pull jobs in from LeadPerfection to OCC?
No, at this time there is no way to configure or filter and selectively pull information from LeadPerfection to OCC.
Document Uploads Back to LeadPerfection
Are documents able to be uploaded back to LeadPerfection?
Yes, documents can be pushed back from OCC back to LeadPerfection.
How do I configure when OCC should push back documents to LeadPerfection?
On the integration card for LeadPerfection, 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 LeadPerfection.
Are there any other options available for attaching documents / images to LeadPerfection?
Yes, there are a number of options that can be configured as a part of the integration. Here are the specific options:
- Agreement / Proposal Document Type ID: This will determine what “document type ID” is associated with a proposal or agreement PDF file when it is uploaded to LeadPerfection.
- Cost CSV: This is an option for a Cost CSV generated by OCC to be uploaded to LeadPerfection when an agreement is fully executed. You can configure the available options for this:
- Cost CSV Document Type ID: This determines the document type ID that is associated with the CSV when it is uploaded to LeadPerfection.
- Attach Cost CSV on Fully Executed Agreement: This check box enables or disables the uploading of the Cost CSV back to LeadPerfection when an agreement is fully executed.
- Job Image: This is an option for an Image uploaded to a Job to be uploaded to LeadPerfection. This is done immediately after the image is uploaded and will NOT be updated in LeadPerfection when a change is made in OCC. Here are the available options:
- Job Image Document Type ID: This determines the document type ID that is associated with the Job Image when it is uploaded to LeadPerfection.
- Attach Job Image on Upload: This checkbox enables or disables the uploading of any image which is uploaded to a Job to be uploaded to the associated Lead in LeadPerfection.
- Labor Summary CSV: There is an option for a Labor Summary CSV to be uploaded to LeadPerfection when an agreement is fully executed. You can configure the available options for this:
- Labor Summary CSV Document Type ID: This determines the document type ID that is associated with the Labor Summary CSV when it is uploaded to LeadPerfection.
- Labor Summary CSV Pattern: This is an option of the pattern utilized to generate the Labor Summary CSV. This will change the layout/format of the information when it is generated.
- Attach Labor Summary CSV on Fully Executed Agreement: This checkbox enables or disables the uploading of the Labor Summary CSV to the associated Lead in LeadPerfection when an agreement is fully executed.
- Labor Summary PDF: There is an option for a Labor Summary PDF to be uploaded to LeadPerfection when an agreement is fully executed. You can configure the available options for this:
- Labor Summary PDF Document Type ID: This determines the document type ID that is associated with the Labor Summary PDF when it is uploaded to LeadPerfection.
- Labor Summary PDF Pattern: This is an option of the pattern utilized to generate the Labor Summary PDF. This will change the layout/format of the information when it is generated.
- Attach Labor Summary PDF on Fully Executed Agreement: This checkbox enables or disables the uploading of the Labor Summary PDF to the associated Lead in LeadPerfection when an agreement is fully executed.
Where are documents uploaded back to LeadPerfection?
Documents (and photos) that are automatically uploaded back to LeadPerfection from OCC will be uploaded to the Lead the appointment is associated with. You can access the files from the Documents tab of the appropriate lead/prospect (as shown below).
General
Can I configure the Timezone my LeadPerfection organization is set up as?
Yes, on the Settings tab of the LeadPerfection integration card, the first option is “Timezone” which can be adjusted to the appropriate timezone your LeadPerfection is set to. This will ensure that appointments created in OCC are set in the correct timezone.
Note: By default, all organizations default to Eastern Standard Time unless updated.
What happens when the sync button is pressed on the Integration UI?
Pressing the Sync button on the LeadPerfection integration card kicks off the Initial Sync job which does the following:
- Pull Dispositions: This calls the api/SalesApi/GetSalesApptDispProd LeadPerfection API endpoint and creates an event result with the following mapping:
- id: disposition.key
- name: disposition.value
- Pulls Users: Looks at all users in LeadPerfection and creates them utilizing the following mapping:
- crm_id: rep.key
- name: rep.value
- Pulls Appointments: Pulls appointments which are scheduled between 2 days previous and up to 30 days in the future for users in OCC which are “actively” mapped between LeadPerfection 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.
Are there any other things to know about Job creation?
Yes, the way the LeadPerfection API works, there is a separate job created in OCC for EACH appointment created that is attached to the lead. This may result in multiple “duplicate” jobs being created in OCC.
At this time, that is a limitation of the information available in the LeadPerfection API.