Docs_Salesbricks Order Fields Mapping to Salesforce (SFDC) Opportunity Fields

	A	B	C	D	E	F	G	H	I
1	Map	Recommend Mapping	Salesbricks Field Name	Salesbricks Field Description	Salesbricks Object Options	Salesbricks Field Examples	Salesforce Field Data Type	Customer Field and Values to Map To:	Notes
2		Yes	Stage	Order stage (see options -->)	Open Migrating Awaiting countersigning Closed/Won Closed Lost Closed Delete	Open Migrating Signing Closed Won Closed Lost Closed Delete	Picklist	Field Label: Order Stage (modify if a different label was created) Internal Value mapped to Open: Open (modify if to map to a different value) Internal Value mapped to Migrating: Migrating Internal Value mapped to Awaiting countersignature: Signing Internal Value mapped to Closed Won: Closed Won Internal Value mapped to Closed Lost: Closed Lost Internal Value mapped to Closed Delete: Closed Delete
3		No	Order ID	Salesbricks order identifier		example: f6a2df62-5053-4446-a9f4-976621dc6feb	Text	Order ID (modify if a different label was created)
4		No	Chain ID	Salesbricks subscription internal identifier		example: b1bc5ce7-580f-45f2-8246-d3c702888243	Text	Subscription ID (modify if a different label was created)
5		No	Agreement number	Salesbricks agreement number - auto increments with each additional agreement		example: 2	Number (Lenth 18, Decimal Places: 0)	Agreement Number (modify if a different label was created)
6		Yes	*Order Type	Order type (see options-->)	Trial Standard (New Business) Upgrade Renewal Recast	Trial Standard (New Business) Upgrade Renewal Recast	Picklist	Field Label: Order Type (modify if a different label was created) Internal Value mapped to Standard: New Business (modify if to map to a different value) Internal Value mapped to Upgrade: Upgrade Internal Value mapped to Renewal: Renewal Internal Value mapped to Recast: Recast And/Or, leverage the default property in Salesforce Opportunity "Type" and map accordingly: Field Label: Salesbricks Order Type (modify if a different label was created) Internal Value mapped to Standard: New Customer Internal Value mapped to Upgrade: Existing Customer - Upgrade Internal Value mapped to Renewal: Existing Customer - Replacement Internal Value mapped to Recast: Existing Customer - Replacement (note Existing Customer - Downgrade not used)
7		Yes	*Created at	Date the order was created			Date	Order Created Date (modify if a different label was created)
8		Yes	*Updated at	Date the order was last updated			Date	Order Updated Date (modify if a different label was created)
9		Yes	*Starts at	Contract start date			Date	Contract Start Date (modify if a different label was created)
10		Yes	*Ends at	Contract end data			Date	Contract End Date (modify if a different label was created)
11		Yes	*Closed At				Date	Order Closed Date (modify if a different label was created) The opportunity close date is typically a required field and will throw an error for an unsigned contract when syncing
12		No	Primary user	Salesbricks ID for the customer point of contact pulled from the order checkout process (may be different than the SFDC Contact information)		John Doe	Text (Length 255)	Order Point of Contact Name (modify if a different label was created)
13		No	Metadata	Field for custom attributes to be mapped if needed			Text (Length 255)	Order Metadata (modify if a different label was created)
14		Yes	*Billing schedule	Monthly Quarterly Semi-annually Annually All upfront		Monthly Quarterly Semi-annually Annually All upfront	Picklist	Field Label: Order Billing Schedule (modify if a different label was created) Internal Value mapped to Monthly: Monthly (modify if to map to a different value) Internal Value mapped to Quarterly: Quarterly Internal Value mapped to Semi-annually: Semi-annually Internal Value mapped to Annually: Annually Internal Value mapped to All upfront: All upfront
15		No	*Grand total	Contract Value		$123.34 would sends across as 12334 cents	Currency (Length 16, Decimal Places 2)	Recommend not using if Contract Value is used.	Don't map - using revenue schedules - rollup of MRR
16		Yes	Contract Value	Duplicate field from Grand Total			N/A - use the native Amount field on SFDC	Map to native Amount field
17		No	Locked	Flags if a customer can edit the order form when checking out			Checkbox	Order Locked (modify if a different label was created)
18		No	*ARR	Salesbricks ARR calculation - amount that will renew (annualized value of all subscription) not including any usage metrics Using Revenue schedues - don't bother using this field --> Uses MRR instead roled up into an ARR value)				Order ARR (modify if a different label was created)	Don't map - using revenue schedules - rollup of MRR
19		Yes	*Duration	Contract period in months		Example: 12	Number (Length 3, Decimal 0)	Contract Lenght (Months) (modify if a different label was created)
20		Yes	*Is Auto Renew- boolean yes/no (checkbox)	Flags if the contract is set for auto-renewal as a boolean value			Checkbox	Order Is Auto-Renew (modify if a different label was created)
21		No	Pricebook Id	Ignore - will be removed from mapping fields in the future				Order Pricebook ID (modify if a different label was created)
22		Yes	Buyer name	Company Name - Unused if mapping order to accounts in SFDC			Text (Length 255)	Order Buyer Company Name (modify if a different label was created)
23		Yes	Buyer legal name	Company Legal Name			Text (Length 255)	Order Buyer Company Legal Name (modify if a different label was created)
24		No	Currency ISO code	Used for multi-currency				Order Currency Code (modify if a different label was created)
25		Yes	Payment Terms Number Of Days	The number of days in the invoice payment terms		"30" for Net 30	Number (Length 3, Decimal 0)	Invoice Payment Terms (Days) (modify if a different label was created)
26		No	Payment Terms Text	The number of days in the invoice payment terms		Net 30	Text (Length 255)	Invoice Payment Terms (modify if a different label was created)
27		Yes	Total Committed Current Spend	The total committed current spend for a customer		30815.1	Currency (Length 10, Decimal 2)	Total Committed Current Spend (modify if a different label was created)
28		Yes	Total Expected Renewal Spend	The total expected renewal spend spend for a customer		30815.1	Currency (Length 10, Decimal 2)	Total Expected Renewal Spend (modify if a different label was created)
29		Yes	Owner	The owner of the Salesbricks order	John Doe		Single-line text (no rules)	Salesbricks Order Owner (modify if a different label was created)
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