Settings › Integrations › M-Partner
M-Partner field mapping
How a lead from the M-Partner app becomes a SurgePV project. Example values are from lead MP-48213.
1. API keyM-Partner production ·•••9f2c
2. Field mapping7 fields, 5 defaults
3. WebhookProposal ready
4. Test leadSend one from M-Partner staging
| M-Partner field | Example | SurgePV project field | Rule | |
|---|---|---|---|---|
| lead_id | MP-48213 | → | Source lead id external_id | Required. Sent twice, returns the first project. |
| customer_name | Anil Srivastava | → | Customer name customer_name | Required. |
| mobile | +91 94150 31827 | → | Customer mobile customer_mobile_number | Required. Normalised to +91. Checked against open projects. |
| address | B-14, Sector 21, Indira Nagar, Lucknow, UP 226016 | → | Site address address_line_1, city, state, pincode | Required. Geocoded to the latitude and longitude every project needs. |
| sanctioned_load_kw | 5 | → | Sanctioned load (kW) sanction_load_kw (recommender) | Optional. Used to size the first design. |
| monthly_bill_inr | 3950 | → | Average monthly bill (₹) average_monthly_cost (consumption) | Optional. Fills Energy so the recommender can run. |
| partner_id | LUM-UP-0417 | → | Channel partner source_partner new field | Required. Jyoti Power Solutions, Lucknow. Shown on the project. |
Defaults for every new project
- Status
- Customer Inquiry first status
- Owner
- Round-robin: Kavya Rao, Rohan Mehta, Sneha IyerNext: Kavya Rao · this org only
- Design profile
- Residential IN
- Project type
- Residential if load ≤ 10 kW, else Commercial
- Project name
- {surname} Residence, {locality}→ Srivastava Residence, Indira Nagar
Hold for review instead of creating
✓
Address cannot be geocoded to a point
✓
Mobile matches an open project in this org
✓
Sanctioned load above 100 kW
Held leads get a 202 reply. No project is made.