Skip to content
English
Customer portal
Go to One Click Contractor
  • There are no suggestions because the search field is empty.

LeadPerfection - Data Mapping

Overview of data field mapping between LeadPerfection and One Click Contractor

The following is a detailed listing of the data fields and how they map between LeadPerfection and One Click.

User Object Linking

User

  • OCC Field: crm_id | SF Field: User.key
  • OCC Field: name | SF Field: User.value

Job Object

Job

  • OCC Field: customer_name | SF Field: Appointment.CustName
  • OCC Field: name | SF Field: Appointment.CustName: Appointment.ProductId
  • OCC Field: email | SF Field: Appointment.email,Appointment.email2
  • OCC Field: lead_source | SF Field: Appointment.Source: Appointment.SubSource
  • OCC Field: metadata.lead_perferction_id | SF Field: Appointment.id
  • OCC Field: metadata.lead_perfection_salesperson | SF Field: Appointment.SalesRepName

Job Address

  • OCC Field: line_1 | SF Field: Appointment.Address1
  • OCC Field: line_2 | SF Field: NOT USED
  • OCC Field: city | SF Field: Appointment.CSZ
  • OCC Field: state | SF Field: Appointment.CSZ
  • OCC Field: postal_code | SF Field: Appointment.CSZ

Job Phone (Multiple records are created if available)

Job Phone

  • OCC Field: name | SF Field: Phone
  • OCC Field: number | SF Field: Appointment.Phone
  • OCC Field: name | SF Field: Appointment.AltPhone1Type
  • OCC Field: number | SF Field: Appointment.AltPhone1
  • OCC Field: name | SF Field: Appointment.AltPhone2Type
  • OCC Field: number | SF Field: Appointment.AltPhone2

Job Appointments (Can be Multiple)

Appointment

  • OCC Field: summary | SF Field: NOT USED
  • OCC Field: notes | SF Field: Appointment.Notes
  • OCC Field: start_time | SF Field: Appointment.ApptDate 
  • OCC Field: end_time | SF Field: start_time + 2 Hours and converted based on the company's time zone
  • OCC Field: metadata.lead_perfection_id | SF Field: Appointment.id

Notes (Multiple notes can be created)

Note

  • OCC Field: note | SF Field: Appointment.notes
  • OCC Field: metadata.lead_perfection_id | SF Field: Appointment.id