Summary:
Section titled “Summary:”This standards article will specify the data fields related to prospect and client company profiles in numerous systems throughout centrexIT and potentially, outside of it. The typical first data entry point for a new client is through Hubspot although client company information is also entered by hand into other systems not connected to Hubspot.
Assumptions, Risks, or Dependencies:
Section titled “Assumptions, Risks, or Dependencies:”Assumptions:
Section titled “Assumptions:”- Access to system and permission to add or edit a record containing client company information.
Risks:
Section titled “Risks:”-
Automation will be more difficult.
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Relating data in one service to data inside another service for analysis may be impossible without first normalizing, or cleaning, the data.
Dependencies:
Section titled “Dependencies:”N/A
Requirements:
Section titled “Requirements:”- Access to a system containing client company data.
- Access in the system to add or edit client company data.
- The client company’s state of corporate domicile
Standard:
Section titled “Standard:”Company Data Fields
Section titled “Company Data Fields”| Hubspot | Halo | Connectwise | Quickbooks | N-central | Description | Validation Rules | Data Format Example | Prospect required field? | Required field for first sale? | Validation Required? | Integration Point? | Data Synced? | Integration Point Notes | Data Sync Notes | |-----------------------|----------------------|----------------------|----------------------|----------------------|-------------------------------------------------------------------------------|------------------------------------------------------------------------------------------|------------------------------|--------------------------|--------------------------------|----------------------|--------------------|--------------|------------------------------------------------|-----------------| | Company Name | Name | Account ID | Customer Name | Customer Name | The company name is the full name of a company, but does not need to include the exact legal name of the organization, but not abbreviated. | | centrexIT | Yes | Yes | No | Yes | No | Connectwise and Quickbooks | Connectwise and Quickbooks are currently syncing invoices and sales tax using these fields one-way from CW to QB. | | Company Legal Name | Legal name | | | | The legal corporate name as filed with a regulatory agency where the corporation is domiciled. Abbreviations like “Inc”, “LLC.” or “Corp” are common and should be included. Used in contracts and other legal or regulatory communications. | Legal name must be validated using the domiciled state agency search tools. | Centrex Data Corporation | Yes | Yes | Yes | No | No | | | | Nickname | Nickname | | | | | | | No | Yes | | | | | | | Abbreviation | Abbreviation | Abbreviation | N/A | | An acronym used commonly on Purchase Orders. Must be unique. | Uppercase only, 3 to 5 letters, must be unique | CIT | No | Yes | | | | | | | Website URL | Website | Web Site | N/A | | A website that the company uses for marketing purposes. May be different from a Domain. | Website URL should be in a proper format and validated that it matches the company referenced. | https://centrexIT.com | Yes | Yes | Yes | No | No | | | | Company Domain Name | Domain | | | | Domain name must match emails being received from the company. | | | Yes | Yes | Yes | No | No | | | | Phone Number | Phone | Phone | | Telephone | Main phone number of a company. | XXX-XXX-XXXX OR integer | 619-651-8700 OR 6196518700 | Yes | Yes | Yes | No | No | | | | | ConnectWise default chargecode | | | | Used when creating invoices from time entries. | | | | | | | | | | | Company ID | Hubspot Company ID | | | | The company ID field is automatically assigned to every company in Hubspot and is not editable. | Must be an integer. | 867701410 | N/A | N/A | No | Yes | No | | | | | N-central customer id | | Access Code | The Access Code field is automatically generated inside N-central. | | | N/A | N/A | | | Yes | | | | | ConnectWise company id | Company_RecID | | Used when creating invoices from time entries. | | | Yes | | | | | | | | Address | Address 1 | | | | | | | Yes | Yes | | | | | | | Address 2 | Address 2 | | | | | | | Yes | Yes | | | | | | | City | City | | | | | | | Yes | Yes | | | | | | | State/Province | State | | | | | | | Yes | Yes | | | | | | | Postal | Zip | | | | | | | Yes | Yes | | | | | | | Country | Country | | | | | | | Yes | Yes | | | | | | | | | | | | | No | Yes | No | Yes | | | | | | | | | | | | | No | Yes | No | Yes | | | | | | | Industry | Industry | | | | | Yes | Yes | Yes | Yes | | | | | | | Subspace | | | | Equals the Nickname. | | | | Yes | | | | | | | Description | Description | | | | Description of the company, who they are, and what they do. | | | | | | | | | |