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      Jobber Integration

      What Hatch's Jobber integration is, how it works, and where to begin.

      What does the Jobber integration do?

      Hatch offers a native integration with Jobber that you can activate within the App Marketplace (located in your Hatch workspace). This integration syncs contact data from Jobber to Hatch, and can also sync Hatch events to Jobber.

      While active, the Jobber integration will sync new and updated Jobber data every 15 minutes. It will also sync Hatch events back to Jobber as soon as they occur (if you have enabled this feature).

      To get started, open the App Marketplace in your Hatch workspace and follow the setup instructions below.

      How do you set up the integration?

      Requirements

      You will need the following to set up the integration:

      • Hatch account with manager privileges
      • Jobber account

      Setup Steps

      The following is the set of steps required to activate the integration:

      1. In Hatch, open the App Marketplace.
      2. Under the CRMs tab, click the Jobber Connect button.
      3. In the window that appears, click the Start Setup button.
      4. Follow the steps of the setup, clicking the Next button after each screen is completed.
        1. The setup will open a new browser tab to connect your Jobber account. You will need to approve the connection in this new tab.
      5. In the final screen of the setup, click the Finish button.

      When does Hatch sync data to/from Jobber?

      Jobber→ Hatch

      Jobber data can be sync’d to Hatch in the following scenarios. These options are configured during the integration setup. 

      Keep in mind that syncs occur every 15 minutes. 

      • If a work request record is created or updated in Jobber, Hatch syncs the work request record along with any associated data (see below for specific fields)
      • If a quote record is created or updated in Jobber, Hatch syncs the quote record along with any associated data (see below for specific fields)

      Hatch → Jobber

      Hatch events and/or communications can be sync’d to Jobber in the following scenarios. These options are configured during the integration setup. If enabled, Hatch will log the communications in the Notes & Attachments of the associated Jobber Work Request, Quote, or Client record (with options to link to additional objects). 

      Keep in mind that push communications occur instantaneously. There must be a Jobber record in Hatch at the time of the communication event in order for it to succeed. 

      • When a Hatch campaign sends a text/email/voicemail to a contact,
      • When a contact calls or sends a text/email/voicemail to a Hatch workspace
      • When a Hatch user calls or sends a text/email to a contact
      • When events occur within a Hatch campaign
        • A contact is launched (added) to a Hatch campaign
        • A contact is sent the first message of a Hatch campaign
        • A contact is removed from a Hatch campaign before it has ended
        • A contact completed a Hatch campaign

      How is Jobber data stored in Hatch?

      Opportunity Models

      There are two types of Hatch opportunities that the Jobber integration creates:

      • Work Request Opportunity — Created from Jobber Work Request records. Additional related data is also included (see below).
      • Quote Opportunity — These opportunities are created from Jobber Quote records. Additional related data is also included (see below).

      Opportunity Creation & Update

      When an opportunity is generated that doesn’t match an existing contact, a new contact will be created. A new opportunity will be added to an existing contact if a match is found.

      The integration will replace an existing Hatch opportunity when:

      • The sync’d Hatch External ID matches the existing opportunity’s Hatch External ID (see below for how the External ID is mapped)

      The integration will create an additional (new) Hatch opportunity when:

      • The sync’d Hatch External ID does not match the existing opportunity’s Hatch External ID (see below for how the External ID is mapped)

      What Jobber data is available in Hatch?

      Detail Field Lists

      Some fields below are lists. Data within a list field is sorted by “created date” in descending order. For example, a list of jobs would have the most recently-created job listed first.

      When accessing a list, you need to provide the index number of the list item that you want. Because this index number will vary, it is shown in the lists below with the placeholder #.

      The following fields are available in the opportunity details:

      Quote Opportunity

      Field Type
      approved_at Date
      client Object
      client:balance Number
      client:billing_address Object
      client:billing_address:city String
      client:billing_address:country String
      client:billing_address:pc String
      client:billing_address:province String
      client:billing_address:street String
      client:billing_address:street1 String
      client:billing_address:street2 String
      client:company_name String
      client:created_at Date
      client:custom_field_values Object
      client:custom_field_values:<custom_field_name> List OR String
      client:custom_field_values:<custom_field_name>:<n> String
      client:emails List
      client:emails:# Object
      client:emails:#:address String
      client:emails:#:description String
      client:emails:#:id String
      client:emails:#:primary Index 1: Boolean
      Index >1: String (Boolean)
      client:first_name String
      client:id String
      client:is_company Boolean
      client:is_achieved Boolean
      client:last_name String
      client:name String
      client:phones Object
      client:phones:Main1
      client:phones:Mobile1
      client:phones:Home1
      client:phones:Work1
      client:phones:Other1
      client:phones:Fax1      		 Object
      client:phones:Main1:id
      client:phones:Mobile1:id
      client:phones:Home1:id
      client:phones:Work1:id
      client:phones:Other1:id
      client:phones:Fax1:id      		 String
      client:phones:Main1:number
      client:phones:Mobile1:number
      client:phones:Home1:number
      client:phones:Work1:number
      client:phones:Other1:number
      client:phones:Fax1:number      		 String
      client:phones:Main1:primary
      client:phones:Mobile1:primary
      client:phones:Home1:primary
      client:phones:Work1:primary
      client:phones:Other1:primary
      client:phones:Fax1:primary      		 String (Boolean)
      client:phones:Main1:sms_allowed
      client:phones:Mobile1:sms_allowed
      client:phones:Home1:sms_allowed
      client:phones:Work1:sms_allowed
      client:phones:Other1:sms_allowed
      client:phones:Fax1:sms_allowed      		 String (Boolean)
      client:tags String
      client:updated_at Date
      cost Number
      created_at Date
      custom_field_values List
      custom_field_values:# Object
      custom_field_values:#:created_at String (Date)
      custom_field_values:#:name String
      custom_field_values:#:position String (Number)
      custom_field_values:#:unit String
      custom_field_values:#:updated_at String (Date)
      custom_field_values:#:value List OR String
      custom_field_values:#:value_type String
      custom_field_values:#:value:# String
      deposit_amount Number
      discount_amount Number
      id String
      job_description String
      jobs List
      jobs:# Object
      jobs:#:automatically_charge_invoice Index 1: Boolean
      Index >1: String (Boolean)
      jobs:#:billing_type String
      jobs:#:client String
      jobs:#:completed_at Index 1: Date
      Index >1: String (Date)
      jobs:#:created_at Index 1: Date
      Index >1: String (Date)
      jobs:#:custom_field_values List
      jobs:#:custom_field_values:# Object
      jobs:#:custom_field_values:#:created_at Index 1: Date
      Index >1: String (Date)
      jobs:#:custom_field_values:#:name String
      jobs:#:custom_field_values:#:position Index 1: Number
      Index >1: String (Number)
      jobs:#:custom_field_values:#:unit String
      jobs:#:custom_field_values:#:updated_at Index 1: Date
      Index >1: String (Date)
      jobs:#:custom_field_values:#:value List OR String
      jobs:#:custom_field_values:#:value_type String
      jobs:#:custom_field_values:#:value:# String
      jobs:#:end_at Index 1: Date
      Index >1: String (Date)
      jobs:#:id String
      jobs:#:job_number Index 1: Number
      Index >1: String (Number)
      jobs:#:job_type String
      jobs:#:line_items List
      jobs:#:line_items_cost Index 1: Number
      Index >1: String (Number)
      jobs:#:line_items_name String
      jobs:#:line_items:# String
      jobs:#:property String
      jobs:#:quote String
      jobs:#:start_at Index 1: Date
      Index >1: String (Date)
      jobs:#:status String
      jobs:#:total_value Index 1: Number
      Index >1: String (Number)
      jobs:#:updated_at Index 1: Date
      Index >1: String (Date)
      message String
      quote_number Number
      quote_status String
      sent_at Date
      transitioned_at Date
      updated_at Date
      won_at Date

      Request Opportunity

      Field Type
      client Object
      client:balance Number
      client:billing_address Object
      client:billing_address:city String
      client:billing_address:country String
      client:billing_address:pc String
      client:billing_address:province String
      client:billing_address:street String
      client:billing_address:street1 String
      client:billing_address:street2 String
      client:company_name String
      client:created_at Date
      client:custom_field_values Object
      client:custom_field_values:<custom_field_name> List OR String
      client:custom_field_values:<custom_field_name>:<n> String
      client:emails List
      client:emails:# Object
      client:emails:#:address String
      client:emails:#:description String
      client:emails:#:id String
      client:emails:#:primary Index 1: Boolean
      Index >1: String (Boolean)
      client:first_name String
      client:id String
      client:is_company Boolean
      client:is_achieved Boolean
      client:last_name String
      client:name String
      client:phones Object
      client:phones:Main1
      client:phones:Mobile1
      client:phones:Home1
      client:phones:Work1
      client:phones:Other1
      client:phones:Fax1      		  
      client:phones:Main1:id
      client:phones:Mobile1:id
      client:phones:Home1:id
      client:phones:Work1:id
      client:phones:Other1:id
      client:phones:Fax1:id      		 Object
      client:phones:Main1:number
      client:phones:Mobile1:number
      client:phones:Home1:number
      client:phones:Work1:number
      client:phones:Other1:number
      client:phones:Fax1:number      		 String
      client:phones:Main1:primary
      client:phones:Mobile1:primary
      client:phones:Home1:primary
      client:phones:Work1:primary
      client:phones:Other1:primary
      client:phones:Fax1:primary      		 String (Boolean)
      client:phones:Main1:sms_allowed
      client:phones:Mobile1:sms_allowed
      client:phones:Home1:sms_allowed
      client:phones:Work1:sms_allowed
      client:phones:Other1:sms_allowed
      client:phones:Fax1:sms_allowed      		 String (Boolean)
      client:tags String
      client:updated_at Date
      created_at Date
      custom_field_values List
      custom_field_values:# Object
      custom_field_values:#:created_at String (Date)
      custom_field_values:#:name String
      custom_field_values:#:position String (Number)
      custom_field_values:#:unit String
      custom_field_values:#:updated_at String (Date)
      custom_field_values:#:value List OR String
      custom_field_values:#:value_type String
      custom_field_values:#:value:# String
      id String
      property String
      source String
      status String
      title String
      updated_at Date

      Standard Field Mapping

      Hatch standard fields are mapped from Jobber detail fields as detailed below.

      Quote Opportunity

      The base object of this opportunity model is the Jobber Quote. Therefore, (as an example) the id field would indicate the ID of the Jobber Quote record.

      In Quote opportunities, the following Hatch standard fields are mapped from Jobber detail fields:

      Hatch Standard Field Jobber Detail Field
      Email client:emails:1:address
      External ID id
      External Contact ID client:id
      External Created At created_at
      External Updated At
      (used for Hatch opportunity sorting)      		 updated_at
      First Name client:first_name
      Last Name client:last_name
      Phone Number client:phones:Main1:number
      client:phones:Mobile1:number (if above is missing)
      client:phones:Work1:number (if above is missing)
      client:phones:Home1:number (if above is missing)
      client:phones:Other1:number (if above is missing)
      client:phones:Fax1:number (if above is missing)

      Request Opportunity

      The base object of this opportunity model is the Jobber Request. Therefore, (as an example) the id field would indicate the ID of the Jobber Request record.

      In Request opportunities, the following Hatch standard fields are mapped from Jobber detail fields:

      Hatch Standard Field Jobber Detail Field
      Email client:emails:1:address
      External ID id
      External Contact ID client:id
      External Created At created_at
      External Updated At
      (used for Hatch opportunity sorting)      		  updated_at
      First Name client:first_name
      Last Name client:last_name
      Phone Number client:phones:Main1:number
      client:phones:Mobile1:number (if above is missing)
      client:phones:Work1:number (if above is missing)
      client:phones:Home1:number (if above is missing)
      client:phones:Other1:number (if above is missing)
      client:phones:Fax1:number (if above is missing)