Pushing ServiceTrade Customers to NorthBoundary

Derek Torres
Derek Torres
  • Updated

In NorthBoundary, you can push your ServiceTrade Customers to NorthBoundary easily.

This article will walk you through that process. It also explains how these entities map one another in each system.

The chart below explains what entities relate to each other in NorthBoundary and ServiceTrade. See Customer and Contact Mapping for more details.

NorthBoundary ServiceTrade
Customer Company
Work Location Location

Customer Contact

Company Contact

Work Location Contact

Location Contact

 

Pushing All ServiceTrade Customers to NorthBoundary

  1. In NorthBoundary, on the Navigation Bar, click Customer Mgmt.
  2. Click the drop-down arrow on the top right of the menu and select Import ServiceTrade Customers. This will open the ServiceTrade Customer Import Menu.
    Import ST Customers.png
  3. Select the ServiceTrade Office you want to import Customers from on the Office Assignment drop-down.
  4. Select the NorthBoundary Organization you want to assign to the imported customer on the Organization drop-down.
  5. Click to check Import All Customers. This will look for all ServiceTrade Customers with the selected Office Assignment in Step 3.
    NB_Office Org Assignment.png
  6. Click the Import button.
  7. A Confirmation Menu will appear that will ask if you want to continue. Click OK.
    Screenshot 2023-09-18 at 10.03.33 AM.png
  8. Once complete, an Import Summary will be available, letting you know what companies, locations, and contacts were imported or skipped.
    NB_Import SUmmary 1.png

Pushing Select ServiceTrade Customers to NorthBoundary

  1. In NorthBoundary, on the Navigation Bar, click Customer Mgmt.
  2. Click the drop-down arrow on the top right of the menu and select Import ServiceTrade Customers. This will open the ServiceTrade Customer Import Menu.
    Import ST Customers.png
  3. Select the ServiceTrade Office you want to import Customers from on the Office Assignment drop-down.
  4. Select the NorthBoundary Organization you want to assign to the imported customer on the Organization drop-down.
  5. Enter the customer's name in the empty field.
    NB Import Customers.png
  6. Click the Search button. This will return all customers that match that name with the selected Office Assignment.
  7. Click to check which customers you would like to import.
  8. Click the Import button.
  9. Once complete, an Import Summary will be available, letting you know what companies, locations, and contacts were imported or skipped.
    Screenshot-2023-09-18-at-10-03-07-AM.png

Customer and Contact Mapping

Important Note: This will only import the ServiceTrade Company and Location Primary Contact. All additional contacts will need to be entered manually or exported from ServiceTrade and Imported into NorthBoundary.

ServiceTrade Company

NorthBoundary Customer

name

CustomerName

phoneNumber

Phone

company.address.street

Address

company.address.city

City

company.address.state

State

company.address.postalCode

ZipCode

ServiceTrade Location

NorthBoundary Site Location

name

CustomerName

phoneNumber

Phone

location.address.street

Address

location.address.city

City

location.address.state

State

location.address.postalCode

ZipCode

ServiceTrade Contact

NorthBoundary Contact

locationId-id

OriginalImportID

firstName

FirstName

lastName

LastName

phoneNumber

Phone

mobile

Mobile

email

Email

alternatePhone

Fax

type

ContactType

 

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