MarketSharp Integration - Jobs

What information is required to have a job created in OCC?

In order for a job to be created in OCC, the following data elements must be completed:

1. The user from MarketSharp MUST be mapped to a user in OCC and their mapping must be active.
2. Look for an appointment which has either been modified since the last sync OR is scheduled 10 years in the past through 100 years from the current date.
3. From the appointment, we look for the associated contact and inquiry (a job MUST have an associated contact and inquiry in order to be linked.
4. The following data mapping is utilized to build / update the job in OCC:
   1. Customer Name: {contact.firstName} {contact.lastName}
   2. Name: {contact.firstName} {contact.lastName}: {inquiry.productInteerests}
   3. Email: {contact.email}
   4. Lead Source: {inquiry.primaryLeadSource}
   5. Job Address:
      1. Line 1: {appointment.address}
      2. Line 2: {appointment.addressLine2}
      3. City: {appointment.city}
      4. State: {appointment.state}
      5. Postal Code: {appointment.zip}
   6. Phone Number(s):
      1. Name: {contact.phoneNumber.type}
      2. Number: {contact.phoneNumber.freeFormNumber}
   7. Assigned User: Appointment Assigned User
   8. Metadata:
      1. marketsharp_id: {inquiry.id}
      2. marketsharp_contact_id: {contact.id}
      3. marketsharp_salesperson: {appointment.salesperson}
   9. Appointment(s):
      1. Start Time: {appointment.appointmentDateTime} (based upon the company’s time zone)
      2. End Time: {appointment.appointmentDateTime} + default_duration (which is defaulted to 2 hours)
      3. Appointment Note Text: “MarketSharp {appointment.startTime} Appointment Note: {appointment.notes}
   10. Job Note:
       1. Inquiry Note(s) Text: “MarketSharp Inquiry Note: {inquiry.notes}” 

Are there any options for other mappings for job creation?

No, there aren’t any options for data mappings or job creation.

When should an update in MarketSharp be reflected in OCC?

There is a job that runs every 15 minutes at 0, 15, 30, and 45 minutes after the hour.

What happens if a Contact or Inquiry is deleted in MarketSharp?

The information created in OCC would be orphaned and unlinked between MarketSharp and OCC. There is no update to reflect that in OCC and no updates will be pulled to a job(s) in OCC.

What happens if an Appointment is deleted in MarketSharp?

Much like if a contact or inquiry is deleted in MarketSharp, NO update for appointment(s) will be pulled to a job(s) in OCC.

Do updates in OCC push back to MarketSharp?

No, there are no updates which are made in OCC pushed back to MarketSharp.

Can I make status changes in OCC and have them show up in MarketSharp?

Currently, there is an ability to update a result and result reason on an appointment in OCC and have that reflected back in MarketSharp "immediately". There is NO ability to change the Job’s status in OCC and have that reflected back in MarketSharp.

Under the appointments tab, for each of the appointments that come over from MarketSharp will have an option to result each of those appointments.

After selecting the icon to result it gives you the ability to select a result / result reason to save the changes.

Once that change is saved it is accessible on the Appointment back in MarketSharp.

• Result goes to the Appointment Result field in MarketSharp
• Result Reason goes to the Appointment Result Reason field in MarketSharp

• The Note information is also available when you go to edit the appointment in the UI.

What happens when I change the assigned user on the Appointment in MarketSharp?

Once an appointment has a representative which has been changed to a different user it should be picked up on the 15 minute synchronization timeframe. Please note the SAME rules still exist where there must be a user linked between OCC and MarketSharp AND it must be active.