Overview of data field mapping between SalesRabbit and One Click Contractor
The following is a detailed listing of the data fields and how they map between SalesRabbit and One Click.
OCC Object | OCC Field | SF Field |
User Object Linking | ||
User | crm_id | User.email |
User | User.email | |
Job Object | ||
Job | customer_name | Lead.firstName Lead.lastName |
Job | name | Lead.firstName Lead.lastName |
Job | Lead.email | |
Job | lead_source | NOT USED |
Job | metadata.sales_rabbit_id | Lead.id |
Job | metadata.sales_rabbit_salesperon | Lead.userName |
Job Address | ||
Job Address | line_1 | Lead.street1 |
Job Address | line_2 | Lead.street2 |
Job Address | city | Lead.city |
Job Address | state | Lead.state |
Job Address | postal_code | Lead.zip |
Job Phone (Multiple records are created if available) | ||
Job Phone | name | Primary |
Job Phone | number | Lead.phonePrimary |
Job Phone | name | Alternate |
Job Phone | number | Lead.phoneAlternate |
Job Appointments (Can be Multiple) | ||
Appointment | summary | NOT USED |
Appointment | notes | Lead.notes |
Appointment | start_time | Lead.appointment |
Appointment | end_time | start_time + 2 Hours |
Appointment | metadata.sales_rabbit_id | Lead.id |
Notes (Multiple notes can be created) | ||
Note | note | Lead.notes |
Note | metadata.sales_rabbit_id | Lead.id |