Exporting Data from Sembley into AgencyZoom
The following data can be exported from Sembley into AgencyZoom via the two-way integration.
Lead Personal Insured
AgencyZoom |
Sembley |
firstName |
insured_person_full_name |
lastName |
insured_person_full_name |
email |
insured_email |
secondaryEmail |
insured_secondary_email |
phone |
insured_primary_phone_number |
secondaryPhone |
insured_secondary_phone_number |
streetAddress |
|
streetAddressLine2 |
|
city |
|
state |
|
zip |
|
country |
DataTable Addresses-> Mailing Address |
address_line_1 |
|
address_line_2 |
|
city |
|
state |
|
zip_code |
|
country |
|
maritalStatus |
insured_marital_status |
Lead Commercial Insured
AgencyZoom |
Sembley |
name |
entity.name |
email |
insured_email |
secondaryEmail |
insured_secondary_email |
phone |
insured_primary_phone_number |
secondaryPhone |
insured_secondary_phone_number |
streetAddress |
|
streetAddressLine2 |
|
city |
|
state |
|
zip |
|
country |
DataTable Addresses-> Mailing Address |
address_line_1 |
|
address_line_2 |
|
city |
|
state |
|
zip_code |
|
country |
|
contactName |
Contacts > Primary Contact >full_name |
fein |
insured_tax_identification_number |
businessEntity |
insured_entity_type |
yearBusinessStarted |
insured_year_established |
numberOfEmployees |
insured_total_employees |
dba |
insured_doing_business_as |
Importing Data from AgencyZoom into Sembley
Lead (Personal or Commercial)
Agency Zoom |
Sembley |
firstname |
insured_person_full_name or insured_full_name |
lastname |
insured_person_full_name |
email |
insured_email |
phone |
insured_primary_phone_number |
secondaryEmail |
insured_secondary_email |
secondaryPhone |
insured_secondary_phone_number |
streetAddress |
|
city |
|
state |
|
country |
|
zip |
DataTable Addresses →mailing addresss |
address_line_1
city
state
country
zip_code |
| contactFirstName | DataTable Contact->primary_contact |
| contactLastName | DataTable Contact->primary_contact |
| numberOfEmployees (company) | insured_total_employees |
| fein (company) | insured_tax_identification_number |
| yearBusinessStarted | insured_year_established |
| businessEntity (company) | insured_entity_type |
Customer (Personal or Commercial)
AgencyZoom |
Sembley |
firstName |
insured_person_full_name (personal insureds)<br>insured_full_name (commercial insureds) |
lastName |
insured_person_full_name |
email |
insured_email |
secondaryEmail |
insured_secondary_email |
phone |
insured_primary_phone_number |
secondaryPhone |
insured_secondary_phone_number |
streetAddress |
|
city |
|
state |
|
country |
|
zip |
DataTable Addresses -> Mailing Address |
address_line_1
city
state
country
zip_code |
| contactFirstname | DataTable Contacts -> Primary Contact
first_name |
| contactLastname | DataTable Contacts -> Primary Contact
last_name |
Vehicle
AgencyZoom |
Sembley |
vin |
vehicles_vin |
year |
vehicles_year |
make |
vehicles_make |
model |
vehicles_model |
Driver
AgencyZoom |
Sembley |
firstName |
drivers_first_name |
middleName |
drivers_middle_name |
lastName |
drivers_last_name |
birthday |
drivers_date_of_birth |
stateLicensed |
drivers_licensed_state |
gender |
drivers_sex |
maritalStatus |
drivers_marital_status |