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SalesRabbit - Data Mapping

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.

User Object Linking

User

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

Job Object

Job

  • OCC Field: customer_name | SF Field: Lead.firstName Lead.lastName
  • OCC Field: name | SF Field: Lead.firstName Lead.lastName
  • OCC Field: email | SF Field: Lead.email
  • OCC Field: lead_source | SF Field: NOT USED
  • OCC Field: metadata.sales_rabbit_id | SF Field: Lead.id
  • OCC Field: metadata.sales_rabbit_salesperon | SF Field: Lead.userName

Job Address

  • OCC Field: line_1 | SF Field: Lead.street1
  • OCC Field: line_2 | SF Field: Lead.street2
  • OCC Field: city | SF Field: Lead.city
  • OCC Field: state | SF Field: Lead.state
  • OCC Field: postal_code | SF Field: Lead.zip

Job Phone (Multiple records are created if available)

Job Phone

  • OCC Field: name | SF Field: Primary
  • OCC Field: number | SF Field: Lead.phonePrimary
  • OCC Field: name | SF Field: Alternate
  • OCC Field: number | SF Field: Lead.phoneAlternate

Job Appointments (Can be Multiple)

Appointment

  • OCC Field: summary | SF Field: NOT USED
  • OCC Field: notes | SF Field: Lead.notes
  • OCC Field: start_time | SF Field: Lead.appointment 
  • OCC Field: end_time | SF Field: start_time + 2 Hours
  • OCC Field: metadata.sales_rabbit_id | SF Field: Lead.id

Notes (Multiple notes can be created)

Note

  • OCC Field: note | SF Field: Lead.notes
  • OCC Field: metadata.sales_rabbit_id | SF Field: Lead.id