| Name | Description | Type | Additional information |
|---|---|---|---|
| OrgId |
OrganizationId - If CRM is Salesforce, this is required field. |
string |
None. |
| HouseholdId |
Id to identify household within AdvisorView system |
integer |
None. |
| HouseholdCrmId |
Id to identify household within CRM system |
string |
None. |
| HouseholdName |
Name of the household |
string |
None. |
| Street |
Address of the household, this field is mutually exclusive with Address1..Address6 fields |
string |
None. |
| Address1 |
Address1 |
string |
None. |
| Address2 |
Address2 |
string |
None. |
| Address3 |
Address3 |
string |
None. |
| Address4 |
Address4 |
string |
None. |
| Address5 |
Address5 |
string |
None. |
| Address6 |
Address6 |
string |
None. |
| City |
City |
string |
None. |
| State |
State |
string |
None. |
| PrimaryStateResidence |
State of primary residence |
string |
None. |
| ZipCode |
ZipCode |
string |
None. |
| UpdatedByTamaracIntegration | boolean |
None. |