Web Form Company Settings API

…continued from Web Form Post API

Note: This addendum describes the mappings used to create/edit a SalesOptima Company object when a NEW CONTACT IS CREATED using the Web Form Post API. If you do not have the Company Module installed, these settings do not apply to you.

This application programming interface describes the html markup for a valid form post transmission to the SalesOptima system. You must have a valid account in good standing to use this API.

Caution: Do not attempt to use this API if you are not familiar with HTML and have not been properly training by a SalesOptima representative. If you misuse this API, your account may be locked and fees may apply.

Related Resources: How do I create a contact record? | How do I create a lead record?

Note: The Request ID below refers to the variables within the post that the API expects and will process accordingly.

Important: The following fields are mandatory and should be added to your page as hidden fields

Request ID

Example

Contact Field/Mapping Notes

txtCompanySettings

1

Mandatory Hidden Field
0=Assign as personal contact (Default Action) 
Creates the contact as a personal contact


1=Duplicate Check
 Performs a duplicate check using the txtCompanyName field.
a) If a duplicate company is detected, the contact will be assigned to the duplicate company.
(Note: see txtCoOverWrite for rules on how data will be populated in duplicate company.)
b) If no duplicate company is found, a new company will be created.
(Note: see txtCoOverWrite for rules on how data will be populated in new company.)


2=Always Create New Company 
Creates a new company using txtCompanyName.
(Note: see txtCoOverWrite for rules on how data will be populated in new company.)

txtContactOverWrite

1

Mandatory Hidden Field
0=Only Overwrite if blank (Default Action)
All data fields present in post will populate their respective company fields within SalesOptima only if the field is blank or empty.


1=Always Overwrite
All data fields present in post will populate their respective company fields within SalesOptima.


2=Ignore
All data fields present in post will be ignored.

All of the following fields are optional.

Request ID

Example

Contact Field/Mapping Notes

txtCompanyName

Sample Corp

Mandatory Field
Company Name

txtCoAdd1

123 Sample Drive

Address 1 (will use txtAdd1 if this field doesn't exist)

txtCoAdd2

SampSuite 1500

Address 2 (will use txtAdd2 if this field doesn't exist)

txtCoAdd3

Attention: Joe

Address 3 (will use txtAdd3 if this field doesn't exist)

txtCoCity

SamplesVille

City (will use txtCity if this field doesn't exist)

txtCoState

IL

State (will use txtState if this field doesn't exist)

txtCoZip

62154

Zip (will use txtZip if this field doesn't exist)

txtCoCountry

USA

Country (will use txtCountry if this field doesn't exist)

txtCoCustom1

1000+ employees

Custom Text Field 1

txtCoCustom2

$4.7 Billion valuation

Custom Text Field 2

txtCoCustom3

Alternate address 1

Custom Text Field 3

txtCoCustom4

Sampleville

Custom Text Field 4

txtCoCustom5

IL

Custom Text Field 5

txtCoCustom6

64125-5433

Custom Text Field 6

txtCoCustom7

USA

Custom Text Field 7

txtCoCustom8

2 bedroom

Custom Text Field 8

txtCoCustom9

2 bathroom

Custom Text Field 9

txtCoCheck1

TRUE

Custom Checkbox 1
True/False or 1/0

txtCoCheck2

FALSE

Custom Checkbox 2
True/False or 1/0

txtCoCheck3

FALSE

Custom Checkbox 3
True/False or 1/0

txtCoCheck4

FALSE

Custom Checkbox 4
True/False or 1/0

txtCoPhone

1235551212

Phone  (will use txtPhone if this field doesn't exist)

txtCoFax

1235551216

Fax  (will use txtFax if this field doesn't exist)

txtCoWebSite

www.samplecorp.com

WebSite  (will use txtWebsite if this field doesn't exist)

txtCoCommentsTitle

Additional Information:

Prefix to Comments

txtCoComments

I love turtles.

Comments

The following classification fields correspond to the available customizable dropdowns (maximum of 8).
See Company Module settings for your company’s code mapping

Request ID

Example

Contact Field/Mapping Notes

txtCoClass1

5695

Classification 1 Dropdown (must be a valid Class1 code)

txtCoClass2

8569

Classification 2 Dropdown (must be a valid Class2 code)

txtCoClass3

3214

Classification 3 Dropdown (must be a valid Class3 code)

txtCoClass4

8965

Classification 4 Dropdown (must be a valid Class4 code)

txtCoClass5

6547

Classification 5 Dropdown (must be a valid Class5 code)

txtCoClass6

8547

Classification 6 Dropdown (must be a valid Class6 code)

txtCoClass7

8547

Classification 7 Dropdown (must be a valid Class7 code)

txtCoClass8

8547

Classification 8 Dropdown (must be a valid Class8 code)

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