Account and Contact Mapping

Account Creation (createAccountContact function)

Personal Account (if createPersonAccount = true)

Limio Source
Salesforce Field
Notes

customerDetails.firstName

FirstName

customerDetails.lastName

LastName

customerDetails.email

PersonEmail

customerDetails.phone

Phone

partnerSalesforceAccountId

ParentId

If partner org exists

accountOptions.recordTypeName

RecordType.Name

If configured

billingDetails.address1 + address2

BillingStreet

Combined, comma-separated if includeBillingDetails = true

billingDetails.city

BillingCity

If includeBillingDetails = true

billingDetails.state

BillingState

If includeBillingDetails = true

billingDetails.country

BillingCountry

If includeBillingDetails = true

billingDetails.postalCode

BillingPostalCode

If includeBillingDetails = true

Auto-generated from Account

PersonContactId

Retrieved after account creation

Business Account (if createPersonAccount = false)

Limio Source
Salesforce Field
Notes

customerDetails.companyName or firstName + lastName

Name

Company name preferred if available, fallback to firstName + lastName

partnerSalesforceAccountId

ParentId

If partner org exists

accountOptions.recordTypeName

RecordType.Name

If configured

billingDetails.address1 + address2

BillingStreet

Combined, comma-separated if includeBillingDetails = true

billingDetails.city

BillingCity

If includeBillingDetails = true

billingDetails.state

BillingState

If includeBillingDetails = true

billingDetails.country

BillingCountry

If includeBillingDetails = true

billingDetails.postalCode

BillingPostalCode

If includeBillingDetails = true

Contact Creation (for Business Accounts)

Limio Source
Salesforce Field
Notes

accountId

AccountId

Generated account ID

customerDetails.firstName

FirstName

customerDetails.lastName

LastName

customerDetails.email

Email

customerDetails.phone

Phone

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