The following table lists all the data updated on an Office & Industrial order within MoversSuite, which is from a lead imported from MSO&ISales.
NOTE: Refer to the MSO&ISales Integration Sample JSON topic for raw data that comes into MoversSuite from MSO&ISales.
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MoversSuite Field |
Administrative Reference and Mappings |
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Branch |
Branch Setup: The Branch ID must be manually entered through MSO&ISales and must match to the Branch ID in MoversSuite. |
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Last Name/Company Name |
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First Name/MI |
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Estimate Number |
Job identifier from MSO&ISales |
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Project Manager |
Personnel Setup: Maps to Labor Type of “Project Manager” |
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Contacts (can have multiples) |
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Contact |
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Title |
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Company |
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Phone Number and Extension |
Shipper Phone Type Setup: Maps to an Interface Item with “MAIN” as the External Code. |
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Mobile Number |
Shipper Phone Type Setup: Maps to an Interface Item with “MOBILE” as the External Code. |
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Fax Number |
Shipper Phone Type Setup: Maps to an Interface Item with “FAX” as the External Code. |
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Address (lines 1-3) |
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City |
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State |
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Country |
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Postal Code |
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Locations (two records imported one for Origin and one for Destination) | |
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Description |
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Cross Street |
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Service Entrance |
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Site Note |
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Location Address Type |
Address Location Type Setup: Maps to an Interface Item for a supported External Code, such as “ORIG” and “DEST” for the Origin and Destination addresses or “OTHER” for any extra locations that are needed. |
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Address (lines 1-3) |
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City |
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State |
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Country |
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Postal Code |
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Created On |
Set to the date and time the record was imported into MoversSuite. The Created By user shows as “External Application” when viewing Order History. |
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Commodity |
Commodity Setup: Maps to an Interface Item for a supported External Code, such as “O&I”. |
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Job Start Date |
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Job End Date |
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Head Count |
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Client Notes |
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Operational Notes |
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NOTES: •Multiple services can import. •The Local Service Status is set to “Idle” upon import. | |
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Operational Plan |
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Service |
Local Service Type Setup: Maps to an Interface Item for supported External Code, such as “Standard (Shuttle)”. Must be available for the specified Branch. |
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Service Date |
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Service Time (first time field) |
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Hours per Man |
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Labor Request |
Labor Type Setup: Maps to an Interface Item for supported External Code, such as “Driver”. Must be available for the specified Branch. |
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Equipment Request |
Equipment Type Setup: Maps to an Interface Item for supported External Code, such as “Lift Gate” |
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Service Instructions |
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Origin Location |
Links to the single Origin location set through Contacts and Locations. |
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Destination Location |
Links to the single Destination location set through Contacts and Locations. |
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NOTE: Multiple groups and details lines can import. | |
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Status |
Set to “Accepted” |
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Quote Group |
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Description |
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Amount |
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Quote Detail |
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Item Code |
XML Item Code Setup: Maps to a specific XML Item Code value |
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Description |
Based on the Item Code |
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Rate Type |
Rate Type Setup: Maps to an Interface Item for supported External Code, such as “PerManPerHour” |
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Quantity 2 |
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Quantity 1 |
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Rate |
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Charge |
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Note |
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