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    Mapping Document (Motionsoft)

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    Motionsoft Mapping Document

     

    Translation from Motionsoft Member without Agreement

    This is used to update a member's personal or contact information if no new agreement is present

    Club OS Field

    Motionsoft Field

    Notes

    externalSystemId

    memberId

     

    clubSystemId

    homeClub

     

    barcode

    barcode

     

    firstName

    firstName

     

    lastName

    lastName

     

    gender

    gender

     

    dateOfBirth

    dateOfBirth

     

    occupation

    occupation

     

    isWebLead

    memberLeadSource

    isWebLead is true if memberLeadSource is "Online", "Internet", or "Web

    createdDatetime

    recordCreateDate

     

    joinDate

    recordCreateDate

     

    mobilePhone, homePhone, workPhone

     

    Motionsoft passes three phone numbers with types:

    If type is "Mobile" or "Cell", mobilePhone is set

    If type is "Home" or "Personal" homePhone is set

    (If homePhone is "1111111111" from Motionsoft it is not set in Club OS as this is a placeholder for prospects without phone numbers since homePhone is required in Motionsoft)

    Otherwise workPhone is set

    A member from Motionsoft can have any number or all phone types

    addressLine1

    address1

    Address type from Motionsoft must be "Home" or "Personal"

    addressLine2

    address2

    Address type from Motionsoft must be "Home" or "Personal"

    city

    city

    Address type from Motionsoft must be "Home" or "Personal"

    state

    stateCode

    Address type from Motionsoft must be "Home" or "Personal"

    zip

    zip

    Address type from Motionsoft must be "Home" or "Personal"

    country

    countryCode

    Address type from Motionsoft must be "Home" or "Personal"

    email

    email

    Email type from Motionsoft must be "Home" or "Personal"

    Translation from Motionsoft Member with Agreement

    This will only be used to add members to Club OS when syncing with Motionsoft for the first time

    All fields from "Translation from Motionsoft Member without Agreement" are also applicable here

    Club OS Field

    Motionsoft Field

    Notes

    IntMembershipAgreement.agreementName

    agreementDescription

     

    IntMembershipAgreement.agreementType

    bundleName

     

    IntMembershipAgreement.isActive

    status

    If status is "Member" isActive is true

    Otherwise isActive is false

    IntMembershipAgreement.alert

    freezeStartDate, freezeEndDate

    expirationDate

    cancelReason

    If freezeStartDate exists and freezeEndDate does not, alert is Freeze

    If both freezeStartDate and freezeEndDate exist or both don't exist and expirationDate exists and is in the past, alert is Expired

    Otherwise if cancelReason exists, alert is Canceled

    IntMembershipAgreement.isPrimaryAgreement

     

    Always set to true

    IntMembershipAgreement.downPayment

    initiationFee

     

    startDate

    visibleStartDate

     

    endDate

    expirationDate

     

    saleDate

    recordCreateDate

     

    isAutoRenew

    expirationDate

    If expirationDate exists, isAutoRenew is false

    Otherwise isAutoRenew is true

    Translation from Motionsoft Agreement

    This is used in conjunction with "Translation from Motionsoft Member without Agreement" during all syncs except the first

    All fields from "Translation from Motionsoft Member without Agreement" are also applicable here

    Club OS Field

    Motionsoft Field

    Notes

    systemId

    memberAgreementId

     

    agreementName

    agreement

     

    agreementType

    bundleName

     

    isActive

    agreementStatus

    If agreementStatus is "Active" or "Pending Start" isActive is true

    Otherwise isActive is false

    alert

    cancelDate

    If cancelDate exists alert is Canceled

    Alert.reason

    cancelReason

    If cancelDate exists and cancelReason exists, alert is set to Canceled

    and Alert.reason is set to cancelReason

    isPrimaryAgreement

     

    Always set to true

    downPayment

    totalInvoiceAmount

     

    recurringPayment

    nextInvoiceAmount

     

    startDate

    startDate

     

    endDate

    obligationDate or expirationDate

    If obligationDate exists endDate is set to obligationDate

    Otherwise endDate is set to expirationDate

    isAutoRenew

    expirationDate

    If expirationDate exists isAutoRenew is set to false

    Otherwise isAutoRenew is set to true

    Translation from Motionsoft Employee

    Club OS Field

    Motionsoft Field

    Notes

    externalSystemId

    roleId

    salesPersonID is first taken from Motionsoft member which is then used to get employee information from Motionsoft

    clubSystemId

    Location.code

     

    firstName

    name

    Split name into two strings on "," then trim leading and trailing whitespaces

    lastName

    name

    Split name into two strings on "," then trim leading and trailing whitespaces

    gender

    characteristics

    Characteristic type name equals ignoring case "gender"

    If "female" or "F" ignoring case, ClubOS gender is "F"

    Otherwise ClubOS gender is "M"

    dateOfBirth

    characteristics

    Characteristic type name equals ignoring case "date of birth"

    occupation

    characteristics

    Characteristic type name equals ignoring case "occupation"

    email

    emailAddresses

    EmailInformation type equals ignoring case "personal"

    mobilePhone

    phoneNumbers

    PhoneInformation type equals ignoring case "mobile", "cell", or "personal"

    homePhone

    phoneNumbers

    PhoneInformation type equals ignoring case "home"

    workPhone

    phoneNumbers

    PhoneInformation type equals ignoring case "business"

    addressLine1

    address1

    AddressInformation type equals ignoring case "home" or "personal"

    addressLine2

    address2

    AddressInformation type equals ignoring case "home" or "personal"

    city

    city

    AddressInformation type equals ignoring case "home" or "personal"

    state

    stateCode

    AddressInformation type equals ignoring case "home" or "personal"

    zip

    postalCode

    AddressInformation type equals ignoring case "home" or "personal"

    country

    countryCode

    AddressInformation type equals ignoring case "home" or "personal"

    Translation to Motionsoft Prospect

    Club OS Field

    Motionsoft Field

    Notes

    Club OS Field

    Motionsoft Field

    Notes

     

    roleState

    Always set to "Prospect"

     

    status

    Always set to "Prospect"

    clubSystemId

    Location.code

     

    externalSystemId

    roleId

     

    firstName

    partyCharacteristic

    partyCharacteristic type is set to "First Name" and partyCharacteristic value is set to firstName

    lastName

    partyCharacteristic

    partyCharacteristic type is set to "Last Name" and partyCharacteristic value is set to lastName

    gender

    partyCharacteristic

    partyCharacteristic type is set to "Gender" and partyCharacteristic value is set to gender

    If gender doesn't exist in Club OS it is set to "Male"

    dateOfBirth

    partyCharacteristic

    partyCharacteristic type is set to "Date of Birth" and partyCharacteristic value is set to dateOfBirth

    If dateOfBirth doesn't exist in Club OS it is set to "01/01/1900"

     

    partyCharacteristic

    A partyCharacteristic of type "Emergency Contact" and a partyCharacteristic of type "Emergency Phone" are set on Motionsoft prospects with empty values as these are required in Motionsoft

    occupation

    partyCharacteristic

    partyCharacteristic type is set to "Occupation" and partyCharacteristic value is set to occupation

    addressLine1

    AddressInformation.address1

    AddressInformation.type is always set to "Home"

    addressLine2

    AddressInformation.address2

    AddressInformation.type is always set to "Home"

    city

    AddressInformation.city

    AddressInformation.type is always set to "Home"

    state

    AddressInformation.stateCode

    AddressInformation.type is always set to "Home"

    zip

    AddressInformation.postalCode

    AddressInformation.type is always set to "Home"

    country

    AddressInformation.countryCode

    AddressInformation.type is always set to "Home"

    emailAddress

    EmailInformation.emailAddress

    EmailInformation.type is always set to "Personal"

    If no emailAddress is available it is set to "no_email_address@club-os.com" as it is a required field in Motionsoft

    mobilePhone

    phoneInformation

    phoneInformation phoneNumber is set to mobilePhone

    phoneInformation country code is set to "1" by default, unless country is Canada then it is set to "2"

    phoneInformation typeId is set to "3"

    phoneInformation getIsOptOutSms is set to true if Club OS field textMessageOk is false and vice versa

    homePhone

    phoneInformation

    phoneInformation phoneNumber is set to homePhone

    (A placeholder of "1111111111" is set to homePhone if it doesn't exist in Club OS as this is a required field in Motionsoft)

    phoneInformation country code is set to "1" by default, unless country is Canada then it is set to "2"

    phoneInformation typeId is set to "1"

    workPhone

    phoneInformation

    phoneInformation phoneNumber is set to workPhone

    phoneInformation country code is set to "1" by default, unless country is Canada then it is set to "2"

    phoneInformation typeId is set to "2"

     

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