Users / User Mapping
When are users synchronized between MarketSharp and OCC?
Users are synchronized weekly at 4:00 AM UTC on Sundays.
Are there any specifics to types of users that are synchronized from MarketSharp?
Yes, we only pull users who are defined as “salesperson” per their API documentation.
How are users matched between MarketSharp and OCC?
The user from MarketSharp has their email address compared to a list of users available in OCC by email. If the emails match they’re automatically linked up.
Note: In the case of MarketSharp users, it is possible for a user in MarketSharp to be a comma-separated list of email addresses. In the event there are multiple email addresses (separated by commas) we utilize ONLY the first email in the listing.
Can I manually map a user between MarketSharp and OCC?
Yes, you certainly can! This can be done from the MarketSharp 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 MarketSharp.
You can hover and click the “edit” (pencil) icon in order to manually select the OCC user you wish to associate with the MarketSharp user.
Job / Job Data Mapping
How often are updates to jobs pulled from MarketSharp and when do they run?
Updates to jobs are pulled every 15 minutes. The job runs at 0, 15, 30, and 45 minutes after the hour.
Can I add filters to selectively pull jobs in from MarketSharp to OCC?
No, at this time there is no way to configure or filter and selectively pull information from MarketSharp to OCC.
Document Uploads Back to MarketSharp
Are documents able to be uploaded back to MarketSharp?
Yes, documents can be pushed back from OCC back to MarketSharp.
How do I configure when OCC should push back documents to MarketSharp?
On the integration card for MarketSharp, 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 MarketSharp.
Where are documents uploaded back to MarketSharp?
Documents that are automatically uploaded back to MarketSharp from OCC will be uploaded to the Contact the inquiry is associated with.
General
What happens when the sync button is pressed on the Integration UI?
Pressing the Sync button on the MarketSharp integration card kicks off the Initial Sync job which does the following:
- Pulls Users: Looks at ALL “salesrep” users and pulls and links the users from MarketSharp to those from OCC (based on email as specified elsewhere in this documentation)
- Pulls Results: Pulls a list of Appointment Result objects from MarketSharp and stores them locally on the organization.
- Pulls Result Reasons: Pulls a list of Appointment Result Reason objects from MarketSharp and stores them locally on the organization.
- Pulls Appointments: Pulls appointments for users in OCC which are “actively” mapped between MarketSharp 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?
No