HQ: Core to Grow Sync

Overview

This article will outline the flow and mapped fields of the contacts that are synced from Core into the Grow platform at a HQ level.

Below is all of the fields included in the Grow sync at a HQ Level

Field Name: The name of the field as it appears in Grow.

Definition: Description of what the field contains.

Field Name		Definition
First Name		Contact's first name
Last Name		Contact's last name
Email		Contact’s e-mail
Phone		Contact’s phone number
Date Of Birth		Contact’s birthday
Contact Source		Reserved to Opportunities
Contact Type		Type of the contact
Street Address		Contact’s street address
City		Contact’s city
State		Contact’s state
Country		Contact’s country
Postal Code		Contact’s postal code
DND Text Messages		Contact’s Do Not Disturb option for SMS
DND Emails		Contact’s Do Not Disturb option for E-mail
DND all channels		Contact’s general Do Not Disturb option
Core Status		Contact’s status, across the locations
Past Active Packages		Every package ever registered for the Contact that is not currently active
Active Package		Every currently active package from the Contact
Active Package Category		Every package category from the contact's currently active packages
Join Date		Oldest date the contact has joined a brand’s location
Intro Offer		Marks if the contact has already claimed the intro offer to the location across the synced locations
Corporate Status		Contact’s status on corporate level
Anniversary		Number of years since the Join Date
Corporate Absent		(Milestone) Smallest number of Days Absent on any synced location for the Contact
Corporate Inactive		(Milestone) Smallest number of Days Inactive on any synced location for the Contact
Home Location		Contact’s home location(s)
Corporate Attendance		Number of times a contact has checked-in to every location of the brand
First Booking		Contact’s flag to indicate if any booking was already registered, based on the First Booking Date
First Booking Status		Contact’s flag to indicate if any booking was already registered throughout the sites a Contact attends to.
Core Source		Through which medium the contact met the brand
Email Opt In		Contact’s opt in/out for email
SMS Opt In		Contact’s opt in/out for SMS
Tags		Contact’s tags managed by `grow-sync` service

Differences between the Core to Grow Sync: Location VS HQ Level

Corporate Inactive field is included in HQ Level sync while Days Absent & Days Inactive fields are included in Location Level sync.

There are several fields included in Location Level that is not included at HQ Level. Please see our Location: Core to Grow Sync article for information on the fields included at a location level.

Multi-location setup in a single Grow account

Hapana does not recommend managing multiple locations under a single GROW subaccount. There are several limitations including:

Leads don’t have a listed “Home Location” unless they’ve purchased
All leads feed into one big pipeline
You lose access to detailed location-level fields
You’ll need to duplicate custom values per location
Only one Meta and one Google account can connect
One phone number and email domain associated with all automations

Please see our Challenges with multi-location setup in a single Grow account article for more information.