This guide outlines which fields are pulled from Bullhorn, how they are transformed (if applicable), and where they populate within Quartz.
Client Field Mapping Overview:
Bullhorn Field | Quartz Field | Required in Quartz? | Notes and potential error messages |
Company Name | Client Name | Yes |
|
Address | Address line 1 | No | For the address field in Bullhorn this splits into the relevant fields in Quartz |
Address | Address line 2 | No |
|
Address | Country | Yes | Invalid Country |
Address | County/ State | No | Invalid State/County. |
Address | Town/ City | No | Invalid State/County. |
Address | Postcode | No | Invalid Post Code. |
No available field | Sales Ledger Code | Yes | Sales Ledger Code cannot be empty. Only 20 characters are allowed |
Primary Phone | Mobile No | No |
|
Billing Contact | Email Address | Yes | Invalid Email address |
Tax % | Sales Tax | Yes |
|
| Payment Terms | Yes |
|
| Payment From | Yes | This field is not available in Bullhorn so is added as From Document date this can be overriden in Quartz |
Billing Frequency | Billing Cycle | Yes | Quartz allows Weekly or Monthly if anything else is selected in Bullhorn this will be overriden by weekly |
| Grouped By | Yes | This field is not available in Bullhorn so is added as Client this can be overriden in Quartz |
Work Week Begin | Override Start Day of the Week | No | Options in Bullhorn is Sunday and Monday. If it needs to be different this can be updated in Quartz |
Status – Any new or updated client will pull through to Quartz if the status is set to Proposal, Negotiation, Active Account, Passive Account, or any customer status. If the status is set to DNC or Archive, it will not pull through.