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Field data mapping

Last updated: 15-Jan-2024
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Overview

The tables below show how data in Salesforce is mapped to objects in 2Checkout.

Object-level mapping 

2Checkout objects are mapped to standard as well as custom objects in Salesforce. The latter are created by 2Checkout. This table shows the mapping between objects in both 2Checkout and Salesforce.

Field-level mapping

Below you can see how fields in standard Salesforce objects are mapped to data in 2Checkout.

Salesforce Object - Account

Salesforce 2Checkout Description
Field Label Field Name Data Type IPN LCN INS API  
Account Currency CurrencyIsoCode Picklist CURRENCY content.currency

INS:

- From the proposal event for the external proposals

Account Name Name Name

COMPANY_D

EMAIL_D

sell_to.company

IPN:

- If COMPANY_D is present and not empty it will be the one used, otherwise EMAIL_D will be used

INS:

- From the proposal event for the external proposal sent

Billing Address BillingAddress Address

STATE

COUNTRY_CODE

bill_to.address

bill_to.zip

bill_to.city

bill_to.state

bill_to.country

IPN:

- Only the Billing State/Province and Billing Country Code are being set with the corresponding IPN values

INS:

- From the proposal event for the external proposal sent

Country Code twoco__Country_Code__c Text(100) COUNTRY_CODE sell_to.country

INS:

- From the proposal event for the external proposal sent

 

Salesforce Object - Contact

Salesforce 2Checkout Description
Field Label Field Name Data Type IPN LCN INS API  
2Checkout TaxExempt ID twoco__X2Checkout_TaxExempt_ID__c Text(50) sell_to.tax_exemption_id

Usually manually set in Salesforce by the users

INS:

- From the proposal event for the external proposal sent

- For Sell To use sell_to.tax_exemption_id

Account Name AccountId Lookup(Account)

 

IPN:

- For Bill To use COUNTRY_CODE

- For Sell To use COUNTRY_D_CODE

INS:

- From the proposal event for the external proposal sent

- For Bill To use bill_to.country

- For Sell To use sell_to.country

Country Code twoco__Country_Code__c Text(100)

COUNTRY_CODE

COUNTRY_D_CODE

bill_to.country

sell_to.country

IPN:

- For Bill To use COUNTRY_CODE

- For Sell To use COUNTRY_D_CODE

INS:

- From the proposal event for the external proposal sent

- For Bill To use bill_to.country

- For Sell To use sell_to.country

Email Email Email

CUSTOMEREMAIL

EMAIL_D

bill_to.email

sell_to.email

IPN:

- For Bill To use CUSTOMEREMAIL

- For Sell To use EMAIL_D

INS:

- From the proposal event for the external proposal sent

- For Bill To use bill_to.email

- For Sell To use sell_to.email

Mailing Address MailingAddress Address

ADDRESS1

ADDRESS2

CITY

STATE

ZIPCODE

ADDRESS1_D

ADDRESS2_D

CITY_D

STATE_D

ZIPCODE_D

bill_to.address

bill_to.zip

bill_to.city

bill_to.state

bill_to.country

sell_to.address

sell_to.zip

sell_to.city

sell_to.state

sell_to.country

IPN:

- For Bill To use ADDRESS1, ADDRESS2, CITY, STATE and ZIPCODE

- For Sell To use ADDRESS1_D, ADDRESS2_D, CITY_D, STATE_D and ZIPCODE_D

INS:

- From the proposal event for the external proposal sent

- For Bill To use bill_to.*

- For Sell To use sell_to.*

Mobile MobilePhone Phone

PHONE

PHONE_D

bill_to.phone

sell_to.phone

IPN:

- For Bill To use PHONE

- For Sell To use PHONE_D

INS:

- From the proposal event for the external proposal sent

- For Bill To use bill_to.phone

- For Sell To use sell_to.phone

Name Name Name

FIRSTNAME

LASTNAME

FIRSTNAME_D

LASTNAME_D

bill_to.first_name

bill_to.last_name

sell_to.first_name

sell_to.last_name

IPN:

- For Bill To use FIRSTNAME and LASTNAME

- For Sell To use FIRSTNAME_D and LASTNAME_D

INS:

- From the proposal event for the external proposal sent

- For Bill To use bill_to.first_name and bill_to.last_name

- For Sell To use sell_to.first_name and sell_to.last_name

Other Address OtherAddress Address

ADDRESS1

ADDRESS2

CITY

STATE

COUNTRY_D_CODE

ZIPCODE

ADDRESS1_D

ADDRESS2_D

CITY_D

STATE_D

ZIPCODE_D

bill_to.address

bill_to.zip

bill_to.city

bill_to.state

bill_to.country

sell_to.address

sell_to.zip

sell_to.city

sell_to.state

sell_to.country

IPN:

- For Bill To use ADDRESS1, ADDRESS2, CITY, STATE and ZIPCODE

- For Sell To use ADDRESS1_D, ADDRESS2_D, CITY_D, STATE_D and ZIPCODE_D

INS:

- From the proposal event for the external proposal sent

- For Bill To use bill_to.*

- For Sell To use sell_to.*

Phone Phone Phone

PHONE

PHONE_D

bill_to.phone

sell_to.phone

IPN:

- For Bill To use PHONE

- For Sell To use PHONE_D

INS:

- From the proposal event for the external proposal sent

- For Bill To use bill_to.phone

- For Sell To use sell_to.phone

VAT Id twoco__VAT_ID__c Text(50) FISCALCODE sell_to.vat_codesell_to.vat_code

IPN:

- Set the same value for Bill To and Sell To

INS:

- From the proposal event for the external proposal sent

- For Sell To use sell_to.vat_code

Contact Currency CurrencyIsoCode Picklist content.currency

INS:

- From the proposal event for the external proposal sent

 Salesforce Object - Opportunity

Salesforce 2Checkout Description
Field Label Field Name Data Type IPN LCN INS API  
Account Name AccountId Lookup(Account)

The identified Account of the opportunity

Close Date CloseDate Date expiration_date

IPN:

- For incoming eCommerce orders it set automatically as NOW + 2 days. Once an eCommerce order ends up in the COMPLETE status, the Close Date will be set to the day and time when this happens.

INS:

- From the proposal event for the external proposal sent

Opportunity Currency CurrencyIsoCode Picklist CURRENCY content.currency

INS:

- From the proposal event for the external proposal sent

Opportunity Name Name Text(120)

REFNO

COMPANY_D

IPN_PARTNER_CODE

sell_to.company

name

IPN:

- For incoming eCommerce orders it set automatically as 2CO REFNO. If COMPANY_D is set, then it is concatenated at the end.

If IPN_PARTNER_CODE is set, then it is concatenated at the end.

- eCommerce orders pattern:

2CO <REFNO>[ <COMPANY_D>][ (Partner Code: <IPN_PARTNER_CODE>]

INS:

- From the proposal event for the external proposal sent

- For external proposals the pattern is the following:

2CO External <sell_to.company> <name>

Opportunity Type twoco__Opportunity_Type__c Picklist

IPN:

- For incoming eCommerce orders set as eCommerce

INS:

- From the proposal event for the external proposal sent

- Set as Assisted Sales

Stage StageName Picklist ORDERSTATUS

IPN:

- For incoming eCommerce orders set as 2CO eCommerce Order.

- If the ORDERSTATUS is COMPLETE, set it as Closed Won

INS:

- From the proposal event for the external proposal sent

- Set as 2CO External Order

Salesforce object - Offer

Salesforce 2Checkout Description
Field Label Field Name Data Type IPN LCN INS API  
2Checkout TaxExempt ID twoco__X2Checkout_TaxExempt_ID__c Text(50) FISCALCODE sell_to.tax_exemption_id

IPN:

- Set only if IPN COUNTRY_D is US

INS:

- From the proposal event for the external proposal sent

Accepted Date twoco__Accepted_Date__c Date/Time tac.accepted_date

INS:

- From the proposal updated event

Account twoco__Account__c Formula (Text)

The identified Account of the offer

Address twoco__Sell_To_Address__c Text(100)

ADDRESS1_D

ADDRESS2_D

sell_to.address

INS:

- From the proposal event for the external proposal sent

Address twoco__Billing_Address__c Text(100)

ADDRESS1

ADDRESS2

bill_to.address

INS:

- From the proposal event for the external proposal sent

Bill To Contact twoco__Billing_Contact__c Lookup(Contact)

The identified Bill To Contact of the associated Account

City twoco__Sell_To_City__c Text(30) CITY_D sell_to.city

INS:

- From the proposal event for the external proposal sent

City twoco__Billing_City__c Text(30) CITY bill_to.city

INS:

- From the proposal event for the external proposal sent

Client Reply twoco__Client_Reply__c Long Text Area(32768) status_comment

INS:

- From the proposal event for the external proposal sent

Contract terms twoco__Terms_and_Conditions__c Rich Text Area(32768) tac.content

INS:

- From the proposal event for the external proposal sent

Country twoco__Sell_To_Country__c Text(50) COUNTRY_D sell_to.country

INS:

- From the proposal event for the external proposal sent

Country twoco__Billing_Country__c Text(50) COUNTRY bill_to.country

INS:

- From the proposal event for the external proposal sent

CountryCode twoco__Sell_To_Country_Code__c Text(2) COUNTRY_D sell_to.country

INS:

- From the proposal event for the external proposal sent

CountryCode twoco__Billing_Country_Code__c Text(2) COUNTRY_CODE bill_to.country

INS:

- From the proposal event for the external proposal sent

Currency CurrencyIsoCode Picklist CURRENCY content.currency

INS:

- From the proposal event for the external proposal sent

Download PDF URL twoco__Download_PDF_URL__c URL(255) links[].pdf

INS:

- From the proposal event

- The pdf property of the link item in the links with the status sent or preview

Email twoco__Sell_To_Email_Address__c Email CUSTOMEREMAIL sell_to.email

INS:

- From the proposal event for the external proposal sent

Email twoco__Billing_Email_Address__c Email EMAIL_D bill_to.email

INS:

- From the proposal event for the external proposal sent

Expiration Date twoco__Expiration_Date__c Date/Time expiration_date

INS:

- From the proposal event for the external proposal sent

Has Net Terms twoco__Has_Net_Terms__c Checkbox ORDERFLOW content.terms

IPN:

- Checked if ORDERFLOW is PURCHASE_ORDER

INS:

- From the proposal event for the external proposal sent

Is Locked twoco__Is_Locked__c Checkbox locked

IPN:

- Set as Checked

INS:

- From the proposal event for the external proposal sent

Language twoco__Language__c Text(2) LANGUAGE content.language

INS:

- From the proposal event for the external proposal sent

Net Terms twoco__Net_Terms__c Number(10, 2) content.terms

IPN:

- For eCommerce offers set as 30

INS:

- From the proposal event for the external proposals

Offer ID twoco__Offer_id__c Text(100) proposal_id

INS:

- From the proposal event for the external proposals

Offer Name Name Text(80) COMPANY_D name

For eCommerce offers, set as NOW in the format %Y/%m/%d %H:%M:%S followed by COMPANY_D if set.

INS:

- From the proposal event for the external proposal sent

Original Offer Item twoco__Original_Offer_Item__c Lookup(Offer Item)

INS:

- For the proposal event for the external proposal sent the detected parent Offer Item for an amendment

Parent Offer twoco__Parent_Offer__c Lookup(Offer)

INS:

- For the proposal event for the external proposal sent the detected parent Offer for an amendment

Parent Opportunity twoco__Parent_Opportunity__c Lookup(Opportunity) The Opportunity to which the offer belongs
Phone twoco__Sell_To_Phone_Number__c Phone PHONE_D sell_to.phone

INS:

- From the proposal event for the external proposal sent

Phone twoco__Billing_Phone_Number__c Phone PHONE bill_to.phone

INS:

- From the proposal event for the external proposal sent

Preview twoco__Preview__c Checkbox Set as Not Checked
Proration Date twoco__Proration_Date__c Date/Time content.line_items[0].proration_date

INS:

- From the proposal event for the external proposal sent

Scope twoco__Scope__c Picklist scope

INS:

- From the proposal event for the external proposal sent

Sell To Contact twoco__Sell_to_Contact__c Lookup(Contact) The identified Sell To Contact of the associated Account
State twoco__Sell_To_State__c Text(30) STATE_D sell_to.state

INS:

- From the proposal event for the external proposal sent

State twoco__Billing_State__c Text(30) STATE bill_to.state

INS:

- From the proposal event for the external proposal sent

Status twoco__Offer_Status__c Picklist ORDERSTATUS status

IPN:

- Mapped ORDERSTATUS to Picklist values based on specific logic

INS:

- For the proposal event for the external proposal sent set as Opened or Sent

- For the proposal event for the cpq proposals set as received value

Time Zone twoco__Time_Zone__c Picklist TIMEZONE_OFFSET
Type twoco__Type__c Picklist type

IPN:

- For cases where a new subscription is created for eCommerce orders, set as New Acquisition

INS:

- From the proposal event for the external proposal sent

UI Access URL twoco__UI_Access_URL__c URL(255) links[].url

INS:

- From the proposal event

- The url property of the link item in the links with the status sent or preview

Use same contact for invoicing twoco__Use_this_address_for_delivery__c Checkbox Set as Checked if the Sell To Contact is the same as Bill To Contact
VAT Id twoco__Sell_To_Vat_Id__c Text(50) FISCALCODE sell_to.vat_code

IPN:

- Set only if IPN COUNTRY_D is not US

INS:

- From the proposal event for the external proposal sent

Version twoco__Version__c Number(10, 2) version

INS:

- From the proposal updated event

Zip twoco__Sell_To_Zip__c Text(20) ZIPCODE_D sell_to.zip

INS:

- From the proposal event for the external proposal sent

Zip twoco__Billing_Zip__c Text(20) ZIPCODE bill_to.zip

INS:

- From the proposal event for the external proposal sent

2CO Created Date twoco__X2CO_Created_Date__c Date/Time created_date

INS:

- From the proposal event for the external proposal sent

2CO Updated By twoco__X2CO_Updated_By__c Text(100) updated_by

INS:

- From the proposal event

2CO Updated Date twoco__X2CO_Updated_Date__c Date/Time updated_date

INS:

- From the proposal event

Salesforce object - Offer Item

Salesforce 2Checkout Description
Field Label Field Name Data Type IPN LCN INS API  
Billing Cycle Unit twoco__Billing_Cycle_Unit__c Text(20) IPN_LICENSE_REF[] content.line_items[].billing_cycle.unit Billing.BillingCycleFrequencyUnit

IPN:

- From the response of the REST API method GET https://api.2checkout.com/rest/6.0/subscriptions/<License ref>/

INS:

- From the proposal event for the external proposal sent

Billing Cycle Value twoco__Billing_Cycle_Value__c Number(10, 0)

IPN_LICENSE_REF[]

content.line_items[].billing_cycle.value Billing.BillingCycleFrequency

IPN:

- From the response of the REST API method GET https://api.2checkout.com/rest/6.0/subscriptions/<License ref>/

INS:

- From the proposal event for the external proposal sent

C-DAR twoco__CDAR__c Checkbox

CLIENT_DEAL_AUTO_RENEWAL

content.line_items[].client_deal_auto_renewal

INS:

- From the proposal event

Contract Renewal Period twoco__Contract_Renewal_Period__c Text(100) content.line_items[].next_contract_renewal_period

INS:

- From the proposal event for the external proposal sent

Currency twoco__Currency__c Text(100) content.currency

INS:

- From the proposal event for the external proposal sent

Currency CurrencyIsoCode Picklist content.currency

INS:

- From the proposal event for the external proposal sent

Current Billing Cycle EndDate twoco__Current_Billing_Cycle_EndDate__c Date/Time IPN_LICENSE_REF[] EXPIRATION_DATE_TIME Billing.CurrentBillingCycleEndDate

IPN:

- From the response of the REST API method GET https://api.2checkout.com/rest/6.0/subscriptions/<License ref>/

INS:

- From the proposal event for the external proposal sent

Custom Price/Unit twoco__Unit_Custom_Price__c Currency(16, 2) content.line_items[].discounted_price

INS:

- From the proposal event for the external proposal sent

Discount twoco__Discount__c Percent(3, 2) (content.line_items[].price - content.line_items[].discounted_price) / 100

INS:

- From the proposal event for the external proposal sent

Discount/Unit twoco__Discount_Amount__c Number(16, 2) content.line_items[].price - content.line_items[].discounted_price

INS:

- From the proposal event for the external proposal sent

End Date twoco__End_Date__c Date/Time CONTRACT_EXPIRATION_DATE_TIME
Immediate Action twoco__Immediate_Action__c Picklist content.line_items[].immediate_action

INS:

- From the proposal event for the external proposal sent

Lifetime twoco__Is_Lifetime__c Checkbox IPN_LICENSE_REF[]

content.line_items[].contract_period

content.line_items[].billing_cycle

Billing.NoOfBillingCycles

IPN:

- From the response of the REST API method GET https://api.2checkout.com/rest/6.0/subscriptions/<License ref>/

INS:

- From the proposal event for the external proposal sent

Line Item Price (incl. tax) twoco__Line_Item_Price__c Currency(16, 2)
List Price twoco__List_Price__c Currency(16, 2) content.line_items[].price * content.line_items[].quantity

INS:

- From the proposal event for the external proposal sent

List Price Type twoco__Price_Type__c Text(100) content.line_items[].price_type

INS:

- From the proposal event for the external proposal sent

M-DAR twoco__MDAR__c Checkbox MERCHANT_DEAL_AUTO_RENEWAL content.line_items[].merchant_deal_auto_renewal

INS:

- From the proposal event

No. of Billing Cycles twoco__Contract_Period__c Number(10, 0) IPN_LICENSE_REF[] content.line_items[].contract_period

IPN:

- From the response of the REST API method GET https://api.2checkout.com/rest/6.0/subscriptions/<License ref>/

INS:

- From the proposal event for the external proposal sent

Offer twoco__Offer__c Master-Detail(Offer) The parent Offer
Offer Item Name Name Text(80) content.line_items[].product_name

INS:

- From the proposal event for the external proposal sent

One Time Fee twoco__Is_One_Time_Fee__c Checkbox IPN_LICENSE_REF[]

content.line_items[].contract_period

content.line_items[].billing_cycle

Lifetime

IPN:

- From the response of the REST API method GET https://api.2checkout.com/rest/6.0/subscriptions/<License ref>/

INS:

- From the proposal event for the external proposal sent

Opportunity twoco__Opportunity__c Lookup(Opportunity) The parent Offer Opportunity
Parent Offer Line Item twoco__Parent_Offer_Line_Item__c Lookup(Offer Item) The parent Offer Item for amendments
Price Options twoco__Price_Options__c Long Text Area(32768) IPN_LICENSE_REF[] content.line_items[].price_options Billing.PriceOptions

IPN:

- From the response of the REST API method GET https://api.2checkout.com/rest/6.0/subscriptions/<License ref>/

- Mapped response value to Picklist values based on specific logic

INS:

- From the proposal event for the external proposal sent

Product twoco__Product__c Lookup(Product) The associated Product
Proration Type twoco__Proration_Type__c Picklist content.line_items[].amendment_scenario

INS:

- From the proposal event for the external proposal sent

Quantity twoco__Quantity__c Number(10, 0) content.line_items[].quantity

INS:

- From the proposal event for the external proposal sent

Start Date twoco__Start_Date__c Date/Time START_DATE
Subscription Code twoco__Subscription_Code__c Text(100) content.line_items[].subscription_reference
Subscription Status twoco__Subscription_Status__c Picklist IPN_LICENSE_REF[] STATUS

IPN:

- From the response of the REST API method GET https://api.2checkout.com/rest/6.0/subscriptions/<License ref>/

- Mapped response value to Picklist values based on specific logic

- Also can be set to Amended on the parrent Offer Item when needed based on the child amendment Offer Item subscription status

LCN:

- Mapped STATUS to Picklist values based on specific logic

INS:

- For the proposal event for the external proposal sent set as Pending Activation

Unit List Price twoco__Unit_List_Price__c Currency(16, 2) content.line_items[].price

INS:

- From the proposal event for the external proposal sent

VAT Amount twoco__VAT_Amount__c Currency(16, 2) Items[].Price.VAT

INS:

- From the proposal event for the external proposal sent

- From the corresponding item in the response of the REST API method PUT https://api.2checkout.com/rest/6.0/products/orders/0/

VAT Rate twoco__VAT_Rate__c Percent(3, 2) Items[].Price.VATPercent

INS:

- From the proposal event for the external proposal sent

- From the corresponding item in the response of the REST API method PUT https://api.2checkout.com/rest/6.0/products/orders/0/

Salesforce object - Billing Cycle

Salesforce 2Checkout Description
Field Label Field Name Data Type IPN LCN INS API  
2checkout Order ID twoco__X2checkout_Order_ID__c Text(9) REFNO

Billing Cycle Name Name Text(80)

IPN:

- Pattern

Billing cycle: <computed number>

Billing Cycle Number twoco__Billing_Cycle_Number__c Number(18, 0)

IPN:

- Computed number

Chargeback Reason Code twoco__Chargeback_Reason_Code__c Text(100) CHARGEBACK_REASON_CODE
Chargeback Resolution twoco__Chargeback_Resolution__c Text(100) CHARGEBACK_RESOLUTION
Currency CurrencyIsoCode Picklist CURRENCY
External Order Reference twoco__External_Order_Reference__c Text(100) REFNOEXT
Fraud Status twoco__Fraud_Status__c Picklist FRAUD_STATUS
Internal Purchase Order Number twoco__Internal_Purchase_Order_Number__c Text(100) SHOPPER_REFERENCE_NUMBER
Offer ID twoco__Offer__c Lookup(Offer) The parent Offer for the parent Offer Item
Offer Line Item ID twoco__Offer_Line_Item__c Master-Detail(Offer Item) The parent Offer Item
Opportunity ID twoco__Opportunity__c Lookup(Opportunity) The parent opportunity for the parent Offer for the parent Offer Item
Order Currency twoco__ORDER_CURRENCY__c Text(100) CURRENCY
Order Status twoco__Order_Status__c Picklist ORDERSTATUS

IPN:

- Can be set to Canceled on parent Offer Item when processing the child amendment Offer Item

Order Value twoco__ORDER_VALUE__c Number(16, 2) IPN_TOTAL[]
Payment Date twoco__Payment_Date__c Date PAYMENTDATE
Payment Method twoco__Payment_Method__c Text(100) PAYMETHOD
Payment Method Code twoco__Payment_Method_Code__c Text(100) PAYMETHOD_CODE
Purchase Date twoco__Purchase_Date__c Date SALEDATE
Refund Code twoco__Refund_Code__c Text(100) REFUND_REASON

Salesforce object - Product

Salesforce 2Checkout Description
Field Label Field Name Data Type IPN LCN INS API  
Active IsActive Checkbox

Always set to Checked for

External ID ExternalId Text(255) avangate_id AvangateId

API:

- For the manual sync or proposal event for the external proposals, from the corresponding item in the response of the REST API method https://api.2checkout.com/rest/6.0/products/

INS:

- From the product event

Is 2CO Enabled twoco__Is_2CO_Enabled__c Checkbox enabled Enabled

API:

- For the manual sync or proposal event for the external proposals, from the corresponding item in the response of the REST API method https://api.2checkout.com/rest/6.0/products/

INS:

- From the product event

Is 2CO Product twoco__Is_2CO_Product__c Checkbox

API:

- For the manual sync or proposal event for the external proposals, from the corresponding item in the response of the REST API method https://api.2checkout.com/rest/6.0/products/

INS:

- From the product event

Product Code ProductCode Text(255) product_code ProductCode

API:

- For the manual sync or proposal event for the external proposals, from the corresponding item in the response of the REST API method https://api.2checkout.com/rest/6.0/products/

INS:

- From the product event

Product Description Description Text Area(4000) short_description ShortDescription

API:

- For the manual sync or proposal event for the external proposals, from the corresponding item in the response of the REST API method https://api.2checkout.com/rest/6.0/products/

INS:

- From the product event

Product Family Family Picklist Alway set to SERVICES
Product Name Name Text(255) product_name ProductName

API:

- For the manual sync or proposal event for the external proposals, from the corresponding item in the response of the REST API method https://api.2checkout.com/rest/6.0/products/

INS:

- From the product event

Quantity Unit Of Measure QuantityUnitOfMeasure Picklist Always set to Each

 

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