Sense Integration in AviontéCLASSIC

Overview

Updated 02/15/2022

 

Sense is the automated communication and engagement technology chosen by the world’s leading staffing firms.

Note: If there is a mismatch in the timestamps it is because the message text displays browser time (as sent over by Sense) while the timestamp will always be in UTC.

 

Sense Integration in Classic
Integration Details
Integration Setup for Engage

Employee Data Mapping
Customer Data Mapping
Contact Data Mapping
Order Data Mapping
Assignment Data Mapping
User Data Mapping

 

 

Sense Integration in Classic

  • Sense Engage – Automated outreach across email and text, NPS surveys, data enrichment, and robust analytics power coordinated communication and engagement.
  • Sense Messaging – Two-way texting solution (including mobile apps, scheduling, broadcasts, templates, and more).
  • Personalize, automate, and optimize each step of the talent journey with event-triggered workflows.

 

 

Integration Details

We now have an integration with Sense where we are sending employee, user, customer, contact, order, and assignment data in an automated fashion.  Updates made to employees, users, customers, contacts, orders, and assignments are also sent to Sense.

  • Prerequisites: Hosted, Classic

  • The first data send is used to bulk load Sense with all the employee, user, customer, contact, order, and assignment records.

  • Data update files are then sent 3 times a day:
    • 4am, 12pm, and 6pm CT.

  • File Type: .csv

 

 

Integration Setup for Engage

For customers using integrated messaging through Engage, users are required to have an email in Avionte. In order to add an email address to a user record, follow the process listed below

  1. Click on the Admin Tools button

    mceclip0.png

  2. Double click on the Employer

    mceclip1.png

  3. Click on the User Tab

    mceclip2.png

  4. Click on the Add/Edit button

    mceclip3.png

  5. Add Contact Method: Personal Email, Check Is Primary.

    mceclip4.png

 

 

Employee Data Mapping

Data

Avionte Screen & Field

Logic

Branch

Summary > Branch Name

 

EmployeeID

Summary > Employee ID

 

LastName

Detail > Last Name

 

FirstName

Detail > First Name

 

MiddleName

Detail > Middle Name

 

SSN

Summary > SSN

 

EmployeeStatus

Summary > Status

 

Street1

Detail > Street 1

 

Street2

Detail > Street 2

 

City

Detail > City

 

County

Detail > Geo Code

 

State

Detail > State

 

ZipCode

Detail > Zip Code

 

EmployeeOrigin

 

System generated value that indicates how the employee record was created

DateofBirth

EEO > Date of Birth

 

Gender

EEO > Gender

 

AgencyName

Detail > Agency/Vendor

Agency associated with the employee, for non-W2/1099 employees only

IsW2

Detail > W2

IsW2 checkbox value

·         True: If employee is a W2 employee

·         False: If employee is a non W2 or a 1099 employee

USWithholdingType

Payroll > Tax > US Withholding Type

 

Resume

 

Resume value

·         True: If employee has an uploaded document with a document type set to a value where the SystemName = Resume

·         Else, False

I9

 

I9 value

·         True: If employee has a certification with a certification type set to a value where the SystemName = I9

·         Else, False

EverifyStatus

E-Verify > Verification Status

Value will be the latest E-Verify case status if there are multiple statuses or cases

ReferralSource

Interview > Value

or

Extra > Value

·         First, pulling value from Employee > Interview where question SystemName = Source

·         If it doesn’t exist, we are then pulling the value from Employee > Extra where the label SystemName = Source

DateEntered

 

System generated value that indicates when the employee record was created

PrimaryContact

Contact Method > Value

Contact method value that is marked as Is Primary

CellPhone

Contact Method > Value

Contact method value where the Contact method type SystemName = Cell or CellPhone

EmployeeEmail

Contact Method > Value

Contact method value where the Contact method type SystemName = Email

EnteredBy

Users > User

Username value where the user type SystemName = EnteredBy

InterviewedBy

Users > User

Username value where the user type SystemName = InterviewedBy

StaffingRep

Users > User

Username value where the user type SystemName = ServiceRep

UserType1

Users > User

Displays custom user type

Username1

Users > User

Displays the username associated with the custom user type

UserType2

Users > User

Displays custom user type

Username2

Users > User

Displays the username associated with the custom user type

UserType3

Users > User

Displays custom user type

Username3

Users > User

Displays the username associated with the custom user type

 

 

Customer Data Mapping

Data

Avionte Screen & Field

Logic

CustomerID

Summary > Customer ID

 

CustomerName

Summary > Customer Name

 

DepartmentName

Summary > Department Name

 

Status

Summary > Status

 

Branch

Summary > Branch Name

 

StreetAddress1

Detail > Street 1

 

StreetAddress2

Detail > Street 2

 

City

Detail > City

 

State

Detail > State

 

ZipCode

Detail > Zip Code

 

SalesLevel

Sales & Service > Sales Info > Sales Level

 

IndustryCode

Sales & Service > Sales Info > Industry Code

 

CustomerType

Sales & Service > Sales Info > Customer Type

 

Competition

Sales & Service > Sales Info > Competition

 

LeadSource

Sales & Service > Sales Info > Lead Source

 

LeadSourceDescription

Sales & Service > Sales Info > Description

 

MainNumber

Contact Method > Value

Contact method value where the Contact method type SystemName = MainNumber

Website

Contact Method > Value

Contact method value where the Contact method type SystemName = Website

EnteredDate

 

System generated value that indicates when the customer record was created

EnteredBy

Users > User

Username value where the user type SystemName = EnteredBy

AccountManager

Users > User

Username value where the user type SystemName = AccountManager

CreditAnalyst

Users > User

Username value where the user type SystemName = CreditAnalyst

ServiceRep

Users > User

Username value where the user type SystemName = ServiceRep

UserType1

Users > User

Displays custom user type

Username1

Users > User

Displays the username associated with the custom user type

UserType2

Users > User

Displays custom user type

Username2

Users > User

Displays the username associated with the custom user type

UserType3

Users > User

Displays custom user type

Username3

Users > User

Displays the username associated with the custom user type

ManagerContactID

Contact Roles

ID associated with the contact where the contact role SystemName = Manager

OrderedByContactID

Contact Roles

ID associated with the contact where the contact role SystemName = OrderedBy

OtherContactID

Contact Roles

ID associated with the contact where the contact role SystemName = Other

ReportToContactID

Contact Roles

ID associated with the contact where the contact role SystemName = ReportTo

SupervisorContactID

Contact Roles

ID associated with the contact where the contact role SystemName = Supervisor

TimeApproverContactID

Contact Roles

ID associated with the contact where the contact role SystemName = TimeApprover

ContactRole1

Contact Roles

Displays custom contact role

ContactID1

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole2

Contact Roles

Displays custom contact role

ContactID2

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole3

Contact Roles

Displays custom contact role

ContactID3

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole4

Contact Roles

Displays custom contact role

ContactID4

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole5

Contact Roles

Displays custom contact role

ContactID5

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole6

Contact Roles

Displays custom contact role

ContactID6

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole7

Contact Roles

Displays custom contact role

ContactID7

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole8

Contact Roles

Displays custom contact role

ContactID8

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole9

Contact Roles

Displays custom contact role

ContactID9

Contact Roles

Displays the ContactID associated with the custom contact role

 

 

Contact Data Mapping

Data

Avionte Screen & Field

Logic

ContactID

Summary > Contact ID

 

Salutation

Detail > Salutation

 

FirstName

Detail > First Name

 

MiddleName

Detail > Middle Name

 

LastName

Detail > Last Name

 

Title

Summary > Title

 

ContactStatus

Summary > Status

 

Branch

Summary > Branch Name

 

CustomerID

Summary > Customer Name

Customer ID for the customer that the contact is associated with

Street1

Detail > Street 1

 

Street2

Detail > Street 2

 

City

Detail > City

 

State

Detail > State

 

ZipCode

Detail > Zip Code

 

CellPhone

Contact Method > Value

Contact method value where the Contact method type SystemName = Cell

Email

Contact Method > Value

Contact method value where the Contact method type SystemName = Email

MainNumber

Contact Method > Value

Contact method value where the Contact method type SystemName = MainNumber

EnteredDate

 

System generated value that indicates when the contact record was created

EnteredBy

Users > User

Username value where the user type SystemName = EnteredBy

UserType1

Users > User

Displays custom user type

Username1

Users > User

Displays the username associated with the custom user type

UserType2

Users > User

Displays custom user type

Username2

Users > User

Displays the username associated with the custom user type

UserType3

Users > User

Displays custom user type

Username3

Users > User

Displays the username associated with the custom user type

 

 

Order Data Mapping

Data

Avionte Screen & Field

Logic

OrderID

Summary > Order ID

 

CustomerID

Summary > Customer

Customer ID for the customer that the order is associated with

OrderType

Summary > Order Type

 

OrderStatus

Summary > Status

 

JobTitle

Summary > Job Position

 

Branch

Summary > Branch Name

 

WCCode

Summary > WC Code

 

RegPayRate

Summary > Order Rates

Pay Rate associated with the Reg transaction type

RegBillRate

Summary > Order Rates

Bill Rate associated with the Reg transaction type

OTPayRate

Summary > Order Rates

Pay Rate associated with the OT transaction type

OTBillRate

Summary > Order Rates

Bill Rate associated with the OT transaction type

DTPayRate

Summary > Order Rates

Pay Rate associated with the DT transaction type

DTBillRate

Summary > Order Rates

Bill Rate associated with the DT transaction type

SalaryPayRate

Summary > Order Rates

Pay Rate associated with the Salary transaction type

SalaryBillRate

Summary > Order Rates

Bill Rate associated with the Salary transaction type

MarkUp

Summary > Mark Up

 

PayPeriod

Detail > Pay Period

 

OTPlan

Detail > OT Plan

 

StartDate

Summary > Order Dates

 

EndDate

Summary > Order Dates

 

Required

Summary > Order Dates

 

Placed

Summary > Order Dates

 

ShiftName

Summary > Shift

Contact method value where the Contact method type SystemName = MainNumber

WorkSiteAddress

Summary > Address

 

EnteredDate

 

System generated value that indicates when the order record was created

EnteredBy

Users > User

Username value where the user type SystemName = EnteredBy

AccountManager

Users > User

Username value where the user type SystemName = AccountManager

SalesRep

Users > User

Username value where the user type SystemName = SalesRep

StaffingRep

Users > User

Username value where the user type SystemName = ServiceRep

UserType1

Users > User

Displays custom user type

Username1

Users > User

Displays the username associated with the custom user type

UserType2

Users > User

Displays custom user type

Username2

Users > User

Displays the username associated with the custom user type

UserType3

Users > User

Displays custom user type

Username3

Users > User

Displays the username associated with the custom user type

ManagerContactID

Contact Roles

ID associated with the contact where the contact role SystemName = Manager

OrderedByContactID

Contact Roles

ID associated with the contact where the contact role SystemName = OrderedBy

OtherContactID

Contact Roles

ID associated with the contact where the contact role SystemName = Other

ReportToContactID

Contact Roles

ID associated with the contact where the contact role SystemName = ReportTo

SupervisorContactID

Contact Roles

ID associated with the contact where the contact role SystemName = Supervisor

TimeApproverContactID

Contact Roles

ID associated with the contact where the contact role SystemName = TimeApprover

ContactRole1

Contact Roles

Displays custom contact role

ContactID1

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole2

Contact Roles

Displays custom contact role

ContactID2

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole3

Contact Roles

Displays custom contact role

ContactID3

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole4

Contact Roles

Displays custom contact role

ContactID4

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole5

Contact Roles

Displays custom contact role

ContactID5

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole6

Contact Roles

Displays custom contact role

ContactID6

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole7

Contact Roles

Displays custom contact role

ContactID7

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole8

Contact Roles

Displays custom contact role

ContactID8

Contact Roles

Displays the ContactID associated with the custom contact role

ContactRole9

Contact Roles

Displays custom contact role

ContactID9

Contact Roles

Displays the ContactID associated with the custom contact role

 

 

Assignment Data Mapping

Data

Avionte Screen & Field

Logic

EmployeeID

Summary > Employee

Employee ID for the employee that the assignment is associated with

CustomerID

Summary > Customer

Customer ID for the customer that the assignment is associated with

OrderID

Summary > Order ID

Order ID for the order that the assignment is associated with

AssignmentID

Summary > Assignment ID

 

Branch

Summary > Branch Name

 

PerformanceCode

Summary > Performance

 

EndReason

Summary > End Reason

 

OriginalStartDate

Summary > Start Date

 

EndDate

Summary > End Date

 

RegPayRate

Summary > Order Rates

Pay Rate associated with the Reg transaction type

RegBillRate

Summary > Order Rates

Bill Rate associated with the Reg transaction type

OTPayRate

Summary > Order Rates

Pay Rate associated with the OT transaction type

OTBillRate

Summary > Order Rates

Bill Rate associated with the OT transaction type

DTPayRate

Summary > Order Rates

Pay Rate associated with the DT transaction type

DTBillRate

Summary > Order Rates

Bill Rate associated with the DT transaction type

SalaryPayRate

Summary > Order Rates

Pay Rate associated with the Salary transaction type

SalaryBillRate

Summary > Order Rates

Bill Rate associated with the Salary transaction type

EnteredDate

 

System generated value that indicates when the order record was created

EnteredBy

Users > User

Username value where the user type SystemName = EnteredBy

StaffingRep

Users > User

Username value where the user type SystemName = ServiceRep

UserType1

Users > User

Displays custom user type

Username1

Users > User

Displays the username associated with the custom user type

UserType2

Users > User

Displays custom user type

Username2

Users > User

Displays the username associated with the custom user type

UserType3

Users > User

Displays custom user type

Username3

Users > User

Displays the username associated with the custom user type

UserType4

Users > User

Displays custom user type

Username4

Users > User

Displays the username associated with the custom user type

UserType5

Users > User

Displays custom user type

Username5

Users > User

Displays the username associated with the custom user type

 

 

User Data Mapping

Data

Avionte Screen & Field

Logic

Username

Supplier Setup > User > Username

Employee ID for the employee that the assignment is associated with

First Name

Supplier Setup > User > First Name

Customer ID for the customer that the assignment is associated with

Last Name

Supplier Setup > User > Last Name

Order ID for the order that the assignment is associated with

Phone Number

Supplier Setup > User > Contact Method

Contact method value where the UserContactMethod SystemName = Phone

Email

Supplier Setup > User > Contact Method

Contact method value where the UserContactMethod SystemName = PersonalEmail

IsActive

Supplier Setup > User > Active

True or False

 

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