Fields Mapping
Customer
Fields Mapping
Customer
| Core8 Field Name | Label | core8 | hubspot | salesforce | pipedrive | quickbooks | stripe | greenInvoice |
|---|---|---|---|---|---|---|---|---|
| Object Name | customer | company | Account | - | Customer | customer | Customer | |
| name | Name * | name | name | Name | - | CompanyName(1) | name(1) | name |
| legalName | Legal Name | legalName | - | - | - | - | - | - |
| taxIdentification | Tax Identification | taxIdentification | - | - | - | PrimaryTaxIdentifier | - | taxId |
| phone | Phone | phone | phone | Phone | - | PrimaryPhone.FreeFormNumber(1) | phone | phone |
| website (2) | Website | website | website(2) | Website(2) | - | WebAddr.URI(2) | - (no direct) | - |
| address | Address | address | address | BillingStreet | - | BillAddr.Line1 | address.line1 | address |
| address2 | Address 2 | address2 | address2 | - | - | BillAddr.Line2 | address.line2 | - |
| city | City | city | city | BillingCity | - | BillAddr.City | address.city | city |
| state | State | state | state | BillingState | - | BillAddr.CountrySubDivisionCode | address.state | - |
| postalCode | Postal Code | postalCode | zip | BillingPostalCode | - | BillAddr.PostalCode | address.postal_code | zip |
| country (2) | Country | country | country(2) | BillingCountry(2) | - | BillAddr.Country(2) | address.country(2) | country(2) |
| paymentTerms (enum) | Payment Terms | paymentTerms | (none) | (none) | - | (none) | (none) | paymentTerms(enumMap) |
| vatPCT | VAT PCT | vatPCT | - | - | - | - | - | - |
| risk (enum) | Risk | risk | - | - | - | - | - | - |
| attention (enum) | Attention | attention | - | - | - | - | - | - |
| tier | Tier | tier | - | - | - | - | - | - |
| industry | Industry | industry | - | Industry(enum) | - | - | - | - |
| territory | Territory | territory | - | - | - | - | - | - |
| rating (enum) | Rating | rating | - | Rating(enum) | - | - | - | - |
| customerPriority (enum) | Priority | customerPriority | - | CustomerPriority__c(enum) | - | - | - | - |
| active (boolean) | Active | active | - | Active__c(enum) | - | - | - | - |
| description | Description | description | description | Description | - | Notes? (QBO calls it notes?) No: QBO uses Notes for name? Actually we have separate field? partial? | description | remarks(via notes) |
(1) In QuickBooks, we may read from CompanyName or fallback to DisplayName; for Stripe, fallback from name or email.
(2) Has custom compare logic (URLs or Countries).