Sjablonen voor CRM migratie (Dossiers)

Sjablonen voor CRM migratie (Dossiers)

Er zijn een aantal sjablonen welke gebruikt kunnen worden voor de CRM migratie. Hieronder een overzicht van de standaard sjablonen.
Let op: Controleer de veldnamen voor gebruik.

Zoekopdracht

  1. ((Dossierkenmerk:equals:{{main.client_id}})or(Account_Name:equals:{{main.client_id}} {{main.fullCaseNameWithPartner}}))

Nieuw dossier

  1. {
  2.     "Email": "{{main.clean_email}}",
  3.     "Owner": "{{owner.id}}",
  4.     "Phone": "{{main.clean_phone_one}}",
  5.     "Partner": "{{partner.fullName}}",
  6.     "Postcode": "{{main.postal_zip}}",
  7.     "Huisnummer": "{{main.postal_number}} {{main.postal_number_suffix}}",
  8.     "Straatnaam": "{{main.postal_streetname}}",
  9.     "Woonplaats": "{{main.postal_placename}}",
  10.     "Gesloten_op": "{{main.closed}}",
  11.     "Account_Name": "{{main.client_id}} {{main.fullCaseNameWithPartner}}",
  12.     "Account_Type": "Clientdossiers",
  13.     "OnView_RecId": "{{main.link_field_two}}",
  14.     "Dossierhouder": "{{main.fullName}}",
  15.     "Dossierkenmerk": "{{main.client_id}}",
  16.     "ID_CBM_Portaal": "{{main.id}}",
  17.     "Workdrive_pgb_id": "{{client_data_field.zoho_workdrive_dossier_pgb_id.value}}",
  18.     "Workdrive_case_id": "{{client_data_field.zoho_workdrive_dossier_financieel_id.value}}",
  19.     "Workdrive_zorg_id": "{{client_data_field.zoho_workdrive_dossier_zorg_id.value}}",
  20.     "OnView_Dossiertype": "{{main.free_field_one}}",
  21.     "OnView_Dossierstatus": "{{main.free_field_two}}"
  22. }

Wijzigen dossier

  1. {
  2.     "id": "{{record.crm_record_key}}",
  3.     "Email": "{{main.clean_email}}",
  4.     "Owner": "{{owner.id}}",
  5.     "Phone": "{{main.clean_phone_one}}",
  6.     "Partner": "{{partner.fullName}}",
  7.     "Postcode": "{{main.postal_zip}}",
  8.     "Huisnummer": "{{main.postal_number}} {{main.postal_number_suffix}}",
  9.     "Straatnaam": "{{main.postal_streetname}}",
  10.     "Woonplaats": "{{main.postal_placename}}",
  11.     "Gesloten_op": "{{main.closed}}",
  12.     "Account_Name": "{{main.client_id}} {{main.fullCaseNameWithPartner}}",
  13.     "Account_Type": "Clientdossiers",
  14.     "OnView_RecId": "{{main.link_field_two}}",
  15.     "Dossierhouder": "{{main.fullName}}",
  16.     "Dossierkenmerk": "{{main.client_id}}",
  17.     "ID_CBM_Portaal": "{{main.id}}",
  18.     "Workdrive_pgb_id": "{{client_data_field.zoho_workdrive_dossier_pgb_id.value}}",
  19.     "Workdrive_case_id": "{{client_data_field.zoho_workdrive_dossier_financieel_id.value}}",
  20.     "Workdrive_zorg_id": "{{client_data_field.zoho_workdrive_dossier_zorg_id.value}}",
  21.     "OnView_Dossiertype": "{{main.free_field_one}}",
  22.     "OnView_Dossierstatus": "{{main.free_field_two}}"
  23. }