Interrent CSV Customization
- 107Views
- Last Post 01 April 2021
For packages 118001 and 123992
For Applicant__c --> ResProspects
SELECT 'Prospect_Code' as ResProspects, 'Property_Code' as ' ', 'Status' as ' ', 'FirstName' as ' ', 'LastName' as ' ', 'First_Contacted_On' as ' ', 'Source' as ' ', 'Agent' as ' ', 'MiddleName' as ' ', 'Salutation' as ' ', 'Address1' as ' ', 'Address2' as ' ', 'City' as ' ', 'State' as ' ', 'ZipCode' as ' ', 'HomePhone' as ' ', 'OfficePhone' as ' ', 'CellPhone' as ' ', 'Email' as ' ', 'Date_Of_Birth' as ' ', 'Drivers_License' as ' ', 'Income' as ' ', 'Preferred_Rent' as ' ', 'Preferred_Bedrooms' as ' ', 'Preferred_Bath' as ' ', 'Preferred_MoveIn' as ' ', 'Previous2_Address2' as ' ', 'Company' as ' ', 'Position' as ' ', 'Date_Show' as ' ', 'CurrentEmployment_AdditionalIncome' as ' '
union all
SELECT Applicant__r.Prospect_sCode__pc, Applicant__c.Yardi_Property_hMy__c, Applicant__c.Yardi_sStatus__c, Applicant__c.First_Name__c, Applicant__c.Last_Name__c, date(Applicant__c.First_Contacted_On__c), Opportunity__r.LeadSource, Opportunity__r.sAgent__c, Applicant__c.Middle_Name__c, Applicant__r.Salutation, Applicant__r.PersonMailingStreet, Applicant__r.PersonMailingAddress_Additional__c, Applicant__r.PersonMailingCity, Applicant__r.PersonMailingStateCode, Applicant__r.PersonMailingPostalCode, Applicant__c.Home_Phone__c, Applicant__c.Mobile_Phone__c, Applicant__c.Work_Phone__c, Applicant__c.EmailAddress__c, Applicant__c.DateofBirth__c, Applicant__c.Drivers_License__c, Applicant__c.TotalMonthlyIncome__c, Opportunity__r.Budget__c, Opportunity__r.Desired_Bathrooms__c, Opportunity__r.Desired_Bedrooms__c, Opportunity__r.Desired_Move_In_Date__c, Applicant__c.Person_Unique_Id__c, Applicant__c.Employer__c, Applicant__c.Current_Occupation__c, Applicant__c.First_Showing_Date__c, Applicant__c.Total_Additional_Monthly_Income__c
FROM Applicant__c
LEFT OUTER JOIN Account AS Applicant__r ON Applicant__c.Applicant__c = Applicant__r.Id
LEFT OUTER JOIN Opportunity AS Opportunity__r ON Applicant__c.Opportunity__c = Opportunity__r.Id
WHERE (Applicant__c.Role__c IN ('Primary Tenant') AND Applicant__c.Send_Prospect_To_Yardi__c = True AND date(Applicant__c.LastModifiedDate) = date('now', 'localtime'))
For packages 118001 and 123992
For Contact --> ResTenants
SELECT 'Property_Code' as 'ResTenants', 'Tenant_Code' as ' ', 'Unit_Code' as ' ', 'Status' as ' ', 'First_Name' as ' ', 'Last_Name' as ' ', 'Middle_Name' as ' ', 'Salutation' as ' ', 'Address1' as ' ', 'Address2' as ' ', 'City' as ' ', 'State' as ' ', 'ZipCode' as ' ', 'Email' as ' ', 'Phone_Number_1' as ' ', 'Phone_Number_2' as ' ', 'Phone_Number_3' as ' ', 'Rent' as ' ', 'Move_In_Date' as ' ', 'Lease_From_Date' as ' ', 'Lease_To_Date' as ' ', 'Move_Out_Date' as ' ', 'Notice_Date' as ' ', 'General_Info_10' as ' ', 'General_Info_11' as ' ', 'Non_Sufficient_Fund_Count' as ' ', 'Late_Fee_Count' as ' ', 'Date_Of_Birth' as ' '
union all
SELECT t.Yardi_Property_hMy__c, t.sCode__c, t.Unit_sCode__c, t.Yardi_iStatus__c, t.FirstName, t.LastName, t.MiddleName, t.Salutation, t.MailingStreet, t.MailingStreet2__c, t.MailingCity, t.MailingStateCode, t.MailingPostalCode, t.Email, t.MobilePhone, t.Phone, t.Other_Phone__c, t.Suite_Rent__c, t.Move_In__c, t.Lease_Start__c, t.Lease_End__c, t.Move_Out__c, t.Date_Notice__c, t.External_Id__c, t.Preferred_Language__c, t.Non_Sufficient_Fund_Count__c, t.Late_Payment_Count__c, t.Birth_Date__c
FROM Contact AS t
WHERE (t.Send_Tenant_To_Yardi__c = True AND date(t.LastModifiedDate) = date('now', 'localtime') AND t.Primary_Tenant__c IS NULL)
For packages 118001 and 123992
For Contact --> ResRoommates
SELECT 'Tenant_Code' as ResRoommates, 'Property_Code' as ' ', 'Unit_Code' as ' ', 'Roommate_LastName' as ' ', 'Roommate_FirstName' as ' ', 'Roommate_Salutation ' as ' ', 'Roommate_Code' as ' ', 'Roommate_Email' as ' ', 'Roommate_MoveIn' as ' ', 'Roommate_MoveOut' as ' ', 'Roommate_Occupant' as ' ', 'Roommate_PhoneNumber1' as ' ', 'Roommate_Relationship' as ' ', 'Roommate_Notes' as ' '
union all
SELECT Contact.Primary_Tenant__c, Primary_Tenant__r.Yardi_Property_hMy__c, Primary_Tenant__r.Unit_sCode__c, Contact.LastName, Contact.FirstName, Contact.Salutation, Contact.Roomate_sCode__c, Contact.Email, Contact.Move_In__c, Contact.Move_Out__c, Contact.Yardi_bOccupant__c, Contact.MobilePhone, Contact.Yardi_sRelationship__c, Contact.External_Id__c
FROM Contact
LEFT OUTER JOIN Contact AS Primary_Tenant__r ON Contact.Primary_Tenant__c = Primary_Tenant__r.Id
WHERE (Contact.Send_Roommate_To_Yardi__c = True AND Contact.Primary_Tenant__c IS NOT NULL AND date(Contact.LastModifiedDate) = date('now', 'localtime'))
Hello,
I am getting pressure from my client on these. They are a core part of our integration with SkyVia and our project as a whole. This ticket is very urgent as it could hold up user acceptance testing. Is there any estimate on when this work can be done?
Thanks,
Andrew
Hi Andrew,
Sorry for the delayed reply.
If we understood you correctly, you're trying to execute a custom query in an Export package.
Unfortunately, this functionality is not supported at the moment, but we are planning to add it in the nearest future.
Hi Sabina,
We previously submitted a ticket where we did just this. https://support.skyvia.com/thread/csv-custom-first-row-1/
Please ask Mariia Zaharova how she was able to accomplish this last time. This is a must have for us
Thanks,
Andrew
Hi Andrew,
Could you please send your queries to [email protected] as files?
We will check and try to help you. Mariia unfortunately is not available at the moment.
Sorry for keeping you waiting.