When integrating with Kommo, you can configure data transfer from deal fields to Planado job fields, and from job reports to deal fields. Different Planado fields support different types of Kommo fields. Below are correspondence tables between Planado fields and Kommo deal field types.
Transfer fields from Kommo deal to job
Here are the fields that transfer from the deal to the job after creating a job from the deal.
| Job field name | Supported field types from deal |
|---|---|
| Job type | Short text, long text, select |
| Description | Short text, long text, numeric, switch, multiselect, date |
| Executor | Select |
| Scheduled for | Date, Date and time |
| Scheduled for (date) | Date |
| Scheduled for (time) | Short text, long text |
| Address | Address, short address, short text, long text |
| Address description | Short text, long text, numeric, switch, long text, multiselect, date |
| Apartment | Short text, long text, numeric, switch, long text, multiselect, date |
| Floor | Short text, long text, numeric, switch, long text, multiselect, date |
| Entrance | Short text, long text, numeric, switch, long text, multiselect, date |
| Contacts | Short text, long text, numeric, switch, long text, multiselect |
| Contact (name) | Short text, long text, numeric, switch, long text, multiselect, date |
| Contact (phone number) | Short text, long text, numeric, switch, long text, multiselect, date |
Transfer fields from job report to deal
Here are the field types that can be transferred from Planado job reports to Kommo deals.
| Job report field type | Kommo deal field type |
|---|---|
| Photo | Short text, long text, switch, select |
| Short text | Short text, long text, numeric, date |
| Yes/no | Short text, long text, Url |
| Pick list value | Short text, long text, numeric, date |
| Action | Toggle switch |
| QR code or barcode | Short text, long text, switch, select |
| File | Short text, Url |
| Signature | Short text, Url |
| Number, integer, money | Short text, numeric |
| Date | Date |
| Date and time | Date and time |
| Resolution | Toggle switch |
| Resolution note | Short text, long text, numeric, date |
| Executor | Short text, long text, select |
| Job Url | Short text, long text, Url |
| Job numeric | Short text, long text, numeric |
| Number of services provided | Short text, long text, numeric |
| Number of products sold | Short text, long text, numeric |
| Total cost | Short text, long text, numeric |
If you have questions about working with Kommo integration or other Planado functions, contact us by email support@planado.app or on the technical support portal.