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.
| OCC Object | OCC Field | SF Field |
| User Object Linking | ||
| User | crm_id | User.key |
| User | name | User.value |
| Job Object | ||
| Job | customer_name | Appointment.CustName |
| Job | name | Appointment.CustName: Appointment.ProductId |
| Job | Appointment.email,Appointment.email2 | |
| Job | lead_source | Appointment.Source: Appointment.SubSource |
| Job | metadata.lead_perferction_id | Appointment.id |
| Job | metadata.lead_perfection_salesperson | Appointment.SalesRepName |
| Job Address | ||
| Job Address | line_1 | Appointment.Address1 |
| Job Address | line_2 | NOT USED |
| Job Address | city | Appointment.CSZ |
| Job Address | state | Appointment.CSZ |
| Job Address | postal_code | Appointment.CSZ |
| Job Phone (Multiple records are created if available) | ||
| Job Phone | name | Phone |
| Job Phone | number | Appointment.Phone |
| Job Phone | name | Appointment.AltPhone1Type |
| Job Phone | number | Appointment.AltPhone1 |
| Job Phone | name | Appointment.AltPhone2Type |
| Job Phone | number | Appointment.AltPhone2 |
| Job Appointments (Can be Multiple) | ||
| Appointment | summary | NOT USED |
| Appointment | notes | Appointment.Notes |
| Appointment | start_time | Appointment.ApptDate |
| Appointment | end_time | start_time + 2 Hours and converted based on the company's time zone |
| Appointment | metadata.lead_perfection_id | Appointment.id |
| Notes (Multiple notes can be created) | ||
| Note | note | Appointment.notes |
| Note | metadata.lead_perfection_id | Appointment.id |