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.
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
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.