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.
OCC Object | OCC Field | SF Field |
User Object Linking | ||
User | crm_id | User.Id |
User | User.Email | |
Job Object | ||
Job | customer_name | contact.firstName contact.lastName |
Job | name | customer_name: inquery.productInterests |
Job | contact.email1 | |
Job | lead_source | inquiry.PrimaryLeadSource |
Job | metadata.marketsharp_id | inquiry.id |
Job | metadata.marketsharp_contact_id | contact.Id |
Job | metadata.marketsharp_salesperson | Appointment.salesperson |
Job Address | ||
Job Address | line_1 | Appointment.address |
Job Address | line_2 | Appointment.addressLine2 |
Job Address | city | Appointment.city |
Job Address | state | Appointment.state |
Job Address | postal_code | Appointment.zip |
Job Phone (Multiple records are created if available) | ||
Job Phone | name | Contact.phoneNumbers.type |
Job Phone | number | Contact.phoneNumbers.freeFormNumber |
Job Appointments (Can be Multiple) | ||
Appointment | summary | Appointment.type |
Appointment | notes | Appointment.notes |
Appointment | start_time | Appointment.appointmentDateTime |
Appointment | end_time | start_time + 2 Hours and converted based on the company's time zone |
Appointment | metadata.marketsharp_id | Appointment.id |
Notes (Multiple notes can be created) | ||
Note | note | MarketSharp <time of event> Appointment Note: Appointment.notes |
Note | metadta.marketsharp_+appt_id | Appointment.id |