Standard and Custom object mapping
Customer mapping
Mapping the Contact object links Customer/Member data to a Salesforce object that represents a client. Standard Objects are likely to be: Contact and Lead
Standard objects
The following template is standard and includes all objects which are recommended to use.
{ "FirstName": "{{client.first_name}}", "LastName": "{{client.last_name}}", "Email": "{{client.email}}", "MailingStreet": "{{client.address1}},{{client.address2}}", "MailingCity": "{{client.address3}}", "MailingState": "{{client.address4}}", "MailingPostalCode": "{{client.postcode}}", "MailingCountry": "{{client.country}}", "MobilePhone": "[+{{client.mobile_prefix}}]{{client.mobile}}", "Phone": "[+{{client.phone_prefix}}]{{client.phone}}", "booking__ClientId__c": "{{client.id}}" } |
Custom objects
The following objects can be used but are not required. Custom objects are marked by __c.
{ "Address1__c": "{{client.address1}}", "Address2__c": "{{client.address2}}", "Address3__c": "{{client.address3}}", "Address4__c": "{{client.address4}}", "Address5__c": "{{client.address5}}", "ClientType__c": "{{client.client_type}}", "CompanyId__c": "{{client.company_id}}", "CompRef__c": "{{client.comp_ref}}", "Country__c": "{{client.country}}", "DefaultCompanyId__c": "{{client.default_company_id}}", "Email__c": "{{client.email}}", "FirstName__c": "{{client.first_name}}", "LastName__c": "{{client.last_name | default: 'LastNamePlaceHolder'}}", "ClientId__c": "{{client.id}}", "MemberLevelId__c": "{{client.member_level_id}}", "Mobile__c": "{{client.mobile}}", "MobilePrefix__c": "{{client.mobile_prefix}}", "Name__c": "{{client.first_name}} {{client.last_name}}", "Phone__c": "{{client.phone}}", "PhonePrefix__c": "{{client.phone_prefix}}", "PostCode__c": "{{client.postcode}}", } |
Appointment mapping
Mapping the Booking object links Appointment data to a Salesforce object that represents a booking. Standard Object used is: Event
Standard objects
The following template is standard and includes all objects which are recommended to use.
{ "booking__BookingId__c": "{{booking.id}}", "booking__LongId__c": "{{booking.total.obfuscated_id}}", "Subject": "{{booking.full_describe}}", "Description": "{% for space_detail in booking.booking_question_and_answer_objects %}{{"question: "|append: space_detail.name| append: "\n" | append: "answer: "| append: space_detail.answer_to_question| append: "\n\n"}}{% endfor %}", "DurationInMinutes": "{{booking.slot.duration_in_minutes}}", "ActivityDateTime": "{{booking.slot.date_time}}", "StartDateTime": "{{booking.slot.date_time}}", "EndDateTime": "{{booking.slot.end_date_time}}" } |
Custom objects
The following objects can be used but are not required. Custom objects are marked by __c.
{ "AddressId__c": "{{booking.slot.address_id}}", "Attended__c": "{{booking.attended}}", "CancelReason__c": "{{booking.cancel_reason}}", "CancellationDate__c": "{{booking.cancellation_date}}", "ClientEmail__c": "{{booking.member.email}}", "ClientMobile__c": "{{booking.member.mobile}}", "ClientName__c": "{{booking.member.first_name}} {{booking.member.last_name}}", "ClientPhone__c": "{{booking.member.phone}}", "CompanyId__c": "{{booking.slot.company_id}}", "CreatedAt__c": "{{booking.created_at_tz}}", "CurrentStatus__c": "{{booking.current_status}}", "DateTime__c": "{{booking.slot.date_time}}", "DayOfWeek__c": "{{booking.day_of_week}}", "Duration__c": "{{booking.slot.duration_in_minutes}}", "EndDateTime__c": "{{booking.slot.end_date_time | iso8610}}", "FullDescribe__c": "{{booking.full_describe}}", "BookingBugId__c": "{{booking.id}}", "IsCancelled__c": "{{booking.is_cancelled}}", "JustDate__c": "{{booking.just_date_tz}}", "JustTime__c": "{{booking.just_time_tz}}", "LateCancel__c": "{{booking.late_cancel_integer}}", "Location__c": "{{booking.slot.lat_long}}", "MemberId__c": "{{booking.member.id}}", "Month__c": "{{booking.month}}", "MoveReason__c": "{{booking.move_reason}}", "Name__c": "{{booking.name}}", "Notes__c": {{booking.all_notes | to_json | to_json}}, "ObfuscatedId__c": "{{booking.total.obfuscated_id}}", "PersonId__c": "{{booking.person_id}}", "PersonName__c": "{{booking.person}}", "PostTime__c": "{{booking.slot.post_time}}", "PreTime__c": "{{booking.slot.pre_time}}", "PrettyPrintMultiStatus__c": "{{booking.pretty_print_multi_status}}", "Quantity__c": "{{booking.quantity}}", "ReadableCurrentMultiStat__c": "{{booking.readable_current_multi_stat}}", "ResourceId__c": "{{booking.resource_id}}", "ResourceName__c": "{{booking.resource}}", "SelectedDetails__c": "{{booking.choosen_person_resource}}", "ServiceId__c": "{{booking.service_id}}", "ServiceName__c": "{{booking.service}}", "Settings__c": {{booking.settings | to_json | to_json}}, "SlotId__c": "{{booking.slot_id}}", "UpdateAt__c": "{{booking.updated_at}}", "WhoCancelled__c": "{{booking.who_cancelled}}", "BookingQuestions__c": "Additional_notes: {{booking.questions.additional_notes.answer_to_question}}, add_note: {{booking.questions.additional_notes.answer_to_question}}", "Status__c": "{{booking.s_status}}", "Subject": "{{slot.session.name}}", "Description": "{{slot.session.description}}" } |
Event mapping
Events are not currently mappable but keep an eye out.. they'll be along soon!
