What Fields Are Shared Between BigTime and Salesforce By Default?
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While you have some control over which fields are used to share data between the two systems, the graph below indicates what data is used from Salesforce to create clients, projects and contacts inside of BigTime (and what data is copied back to your BigTime Project information within Salesforce).
You can also see how the terminology differences between the two accounts.
|Start date||Start date|
|Current status||Current status|
|Client legal name||n/a|
|Client address||Billing street|
|Zip||Billing zip code/postal code|
|Client country||Billing country|
|Client main phone||Phone|
|Client main fax||Fax|
|First (name)||First name|
|Zip||Mailing zip/postal code|
|Main phone||Other phone|
Each time a Salesforce opportunity reaches a specified stage, which you select, in your sales pipeline, it’s added in BigTime as a project. Then, within BigTime, you can add project details, like budgets and teams, and sync this information to your BigTime project within Salesforce.
In Salesforce, you can see a summary of total time and expenses as users submit timesheets and expense reports. Invoices and payments generated in BigTime are also visible within Salesforce. Simply put, data linked to a BigTime project is attached to your Salesforce opportunity.