Order to Contact
OVERVIEW
This tool provides a simple way to save Order and Invoice information onto your Contact records.
INTEGRATIONS NEEDED FOR ORDER TO CONTACT
You are currently viewing this content for Keap.
Order to Contact is only available on Keap.
Order to Contact Configuration Options
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Save Order or Invoice Details on Contact Record
Button
To add a field map configuration click on this button. You have two options - Order and Invoice. Select the object that has the particular field you're wanting to save on the Contact Record.
Order Details to Contact Record
Configure Field Map
Here is where you will select which Order fields you want to save onto the Contact record. The following fields are available:
Contact Id, Date Created, Due Date, Id, Job Notes, Job Recurring Id, Job Status, Job Title, Last Updated, Order Status, Order Type, Product Id, Shipping City, Shipping Company, Shipping Country, Shipping First Name, Shipping Last Name, Shipping Middle Name, Shipping Phone, Shipping State, Shipping Street 1, Shipping Street 2, Shipping Zip, Start Date
Contact Id, Date Created, Due Date, Id, Job Notes, Job Recurring Id, Job Status, Job Title, Last Updated, Order Status, Order Type, Product Id, Shipping City, Shipping Company, Shipping Country, Shipping First Name, Shipping Last Name, Shipping Middle Name, Shipping Phone, Shipping State, Shipping Street 1, Shipping Street 2, Shipping Zip, Start Date
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click image to enlarge
Invoice Details to Contact Record
Configure Field Map
Here is where you will select which Invoice fields you want to save onto the Contact record. The following fields are available:
Invoice Description, Invoice Total, Product Name, Quantity, Total Due, Total Paid
Invoice Description, Invoice Total, Product Name, Quantity, Total Due, Total Paid
Apply this tag after the tool is executed
Under this dropdown you have the option to apply a tag to your contact after the tool is executed.
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Most Recent Order
This tool will load the most recent order of the contact provided.
One Item orders vs Multiple Item Orders
It is possible to save the Product Name and Quantity on the contact record. That's easy when there is only one order item. What if there are multiple? PlusThis will save the Name and Quantity (if configured) for the first item on the invoice.
