Sync Console — Elite Door & Window

Dry run(no writes)

Loading custom fields from Launch CRM…

Opportunity custom fields

Field	Expected	Present	Status
Job Type	SINGLE_OPTIONS	—	Missing
Assigned Team	SINGLE_OPTIONS	—	Missing
Install Date	DATE	—	Missing
QB Invoice #	TEXT	—	Missing
QB Invoice Date	DATE	—	Missing
QB Parent Account	TEXT	—	Missing
Job Site / Sub-Job	TEXT	—	Missing
Scope / Product	TEXT	—	Missing
Multi-Visit Group	TEXT	—	Missing

Contact custom fields

Field	Expected	Present	Status
QB Customer Name	TEXT	—	Missing
Customer Segment	SINGLE_OPTIONS	—	Missing

Dry-run payloads

Turn off Dry run above to POST these to Launch CRM.

11 payloads ready

POST /locations/{locationId}/customFields
{
  "name": "Job Type",
  "dataType": "SINGLE_OPTIONS",
  "model": "opportunity",
  "options": [
    {
      "key": "commercial",
      "label": "Commercial Install"
    },
    {
      "key": "residential",
      "label": "Residential Install"
    },
    {
      "key": "measure",
      "label": "Measure"
    },
    {
      "key": "service",
      "label": "Service / Warranty"
    }
  ]
}

POST /locations/{locationId}/customFields
{
  "name": "Assigned Team",
  "dataType": "SINGLE_OPTIONS",
  "model": "opportunity",
  "options": [
    {
      "key": "team_1",
      "label": "Team 1"
    },
    {
      "key": "team_2",
      "label": "Team 2"
    },
    {
      "key": "team_3",
      "label": "Team 3"
    },
    {
      "key": "team_4",
      "label": "Team 4"
    },
    {
      "key": "team_5",
      "label": "Team 5"
    },
    {
      "key": "modified",
      "label": "Modified"
    }
  ]
}

POST /locations/{locationId}/customFields
{
  "name": "Install Date",
  "dataType": "DATE",
  "model": "opportunity"
}

POST /locations/{locationId}/customFields
{
  "name": "QB Invoice #",
  "dataType": "TEXT",
  "model": "opportunity"
}

POST /locations/{locationId}/customFields
{
  "name": "QB Invoice Date",
  "dataType": "DATE",
  "model": "opportunity"
}

POST /locations/{locationId}/customFields
{
  "name": "QB Parent Account",
  "dataType": "TEXT",
  "model": "opportunity"
}

POST /locations/{locationId}/customFields
{
  "name": "Job Site / Sub-Job",
  "dataType": "TEXT",
  "model": "opportunity"
}

POST /locations/{locationId}/customFields
{
  "name": "Scope / Product",
  "dataType": "TEXT",
  "model": "opportunity"
}

POST /locations/{locationId}/customFields
{
  "name": "Multi-Visit Group",
  "dataType": "TEXT",
  "model": "opportunity"
}

POST /locations/{locationId}/customFields
{
  "name": "QB Customer Name",
  "dataType": "TEXT",
  "model": "contact"
}

POST /locations/{locationId}/customFields
{
  "name": "Customer Segment",
  "dataType": "SINGLE_OPTIONS",
  "model": "contact",
  "options": [
    {
      "key": "residential",
      "label": "Residential"
    },
    {
      "key": "commercial",
      "label": "Commercial"
    },
    {
      "key": "builder_account",
      "label": "Builder Account"
    }
  ]
}