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MarketSharp Integration - Data Mapping

Overview of data field mapping between MarketSharp and One Click Contractor

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

User Object Linking

User

  • OCC Field: crm_id | SF Field: User.Id
  • OCC Field: email | SF Field: User.Email

Job Object

Job

  • OCC Field: customer_name | SF Field: contact.firstName contact.lastName
  • OCC Field: name | SF Field: customer_name: inquery.productInterests
  • OCC Field: email | SF Field: contact.email1
  • OCC Field: lead_source | SF Field: inquiry.PrimaryLeadSource
  • OCC Field: metadata.marketsharp_id | SF Field: inquiry.id
  • OCC Field: metadata.marketsharp_contact_id | SF Field: contact.Id
  • OCC Field: metadata.marketsharp_salesperson | SF Field: Appointment.salesperson

Job Address

  • OCC Field: line_1 | SF Field: Appointment.address
  • OCC Field: line_2 | SF Field: Appointment.addressLine2
  • OCC Field: city | SF Field: Appointment.city
  • OCC Field: state | SF Field: Appointment.state
  • OCC Field: postal_code | SF Field: Appointment.zip

Job Phone (Multiple records are created if available)

Job Phone

  • OCC Field: name | SF Field: Contact.phoneNumbers.type
  • OCC Field: number | SF Field: Contact.phoneNumbers.freeFormNumber

Job Appointments (Can be Multiple)

Appointment

  • OCC Field: summary | SF Field: Appointment.type
  • OCC Field: notes | SF Field: Appointment.notes
  • OCC Field: start_time | SF Field: Appointment.appointmentDateTime 
  • OCC Field: end_time | SF Field: start_time + 2 Hours and converted based on the company's time zone
  • OCC Field: metadata.marketsharp_id | SF Field: Appointment.id

Notes (Multiple notes can be created)

Note

  • OCC Field: note | SF Field: MarketSharp
  • OCC Field: metadta.marketsharp_+appt_id | SF Field: Appointment.id