UniGroup Quotes to Go Opportunity Download

 

The following table describes the MoversSuite data updated through an Opportunity Download from the Quotes to Go system.

 

Field Location in MoversSuite

XML Field

Branch

 

 

Name, Address, Phone

 

Last Name/Company Name

customerNameLast

First Name/MI

customerNameFirst

Home Phone

customerPhone

Work Phone

customerAlternatePhone

Work Phone Extension

customerAlternatePhoneExt

Email

customerEmail

Lead Source

sourceType

Moving From

 

Location Type

originResidenceTypeTC

Address (line 1)

surveyAddressLine1

Address (line 2)

surveyAddressLine2

City

surveyCity

State

surveyStateAbv

Postal Code

surveyPostalCode

Moving To

 

Location Type

destinationResidenceTypeTC

Address (line 1)

destinationAddressLine1

Address (line 2)

destinationAddressLine2

City

destinationCity

State

destinationStateAbv

Postal Code

destinationPostalCode

Move Information

 

Load Dates (first in Range)

approximateMoveDate

Auto With Shipment

autoInd

Agents

 

Booking Agent

 

participatingAgent (agentType of “1”)

agentLocation

agentCompanyCode

Origin Agent

 

participatingAgent (agentType of “2”)

agentLocation

agentCompanyCode

OA

Surveyor

 

assignedEstimatorUserCode

Billing Information

 

Payment Type

customerType

Notes

 

Note Subject

“QTG Note”

Memo

commentText

Date

commentDate

 

RELATED TOPICS:

UniGroup Quotes to Go Local Estimate Download

UniGroup Quotes to Go Setup and Administration

UniGroup Quotes to Go Upload