Table descriptions and what you need to do when updating data daily through your carve
| Table Name | Data update Type | Description | Update/Append By |
|---|---|---|---|
| ads | Replace | Ad sources in your account | |
| adtypes | |||
| agent_inactive_reasons | Replace | Inactive reasons that exist in your account | |
| call_logs | Update/Append | All calls that come through your account | log_id |
| CallPotential_SiteLink_ReservedQuoted | |||
| callreasons | |||
| callstatus | |||
collection_reports | Append | completed collections events | |
| competitors | Replace | a list of competitors in your account | |
| customer_additional_info | |||
| customer_exclusion_list | Append | customers on the exclusion list | |
| customer_notes | Append | notes made for customers on non-integrated locations | |
| customer_payments | Append | payments made through CP | |
| employee_grades | Append | grades done through CP | |
| exclusion_logs | Append | exclusion request logs | |
| followup_delay_reasons | |||
| followup_reports | |||
| inventory_discounts | |||
| inventory_items | |||
| inventory_type_discount | |||
| inventory_types | |||
| InventoryReservedQuoted | |||
| lead_types | |||
| leads | Update/Append | all leads loaded into CP | |
| leads_additional_numbers | |||
| leads_dn | |||
| leads_history | Append | history of lead updates that take place in CP | lead_id |
| locations | Replace | all locations in CP | |
| promotions | |||
| reservation_fee | |||
| response_notes | |||
| SiteLinkLedgers | |||
| SiteLinkMarketingSource | |||
| SiteLinkPastDueBalance | |||
| SiteLinkPromotions | |||
| SiteLinkPormotionUnitTypes | |||
| SiteLinkReservations | |||
| SiteLinkTenantNotes | Append | Tenant notes made by customers at SiteLink integrated locations | |
| SiteLinkTenants | Replace | All tenants in CP for SiteLink integrated locations | |
| SiteLinkUnits | Replace | All units in CP for SiteLink integrated locatons | |
| track_callcenter_tasks | Append | All call center calls info | |
| trackingnumbers | Replace | All tracking numbers listed in CP | |
| user_assignments | |||
| users | Update/Append | All employees listed in CP | |
| worker_status_logs | Append | All agent status updates that take place |