export_lead

Each row represents one lead with all contact and lifecycle data pre-joined into a flat table.

Example Query

-- Incremental load: fetch new, updated, and deleted records since last sync
SELECT *
FROM export_lead
WHERE updated_at >= '2024-01-15T00:00:00Z'
   OR deleted_at >= '2024-01-15T00:00:00Z';

Fields

Lead Core

Field	Type	Description
id	string	Lead ID
source	string	Top-level lead source: Web, Phone, Fax, InPerson, EMR, Unknown
utm_source	string	UTM source parameter
utm_medium	string	UTM medium parameter
utm_campaign	string	UTM campaign parameter
utm_term	string	UTM term parameter
utm_content	string	UTM content parameter
origin	string	Lead origin: External, Manual, LeadPage
lead_type	string	Lead type: MQL (Marketing Qualified), SQL (Sales Qualified)
engagement_type	string	NewPatient or ReturningPatient
is_using_insurance	boolean	Whether the lead is using insurance

Lead Task Lifecycle

Field	Type	Description
priority	string	Lead priority level: Urgent, High, Medium, Low
task_status_name	string	Current lead task status name
service_name	string	Service display name
marketing_source_name	string	Marketing source display name
closed_lost_reason_name	string	Closed-lost reason display name
closed_lost_note	string	Free-text note on closed-lost

Timestamps

Field	Type	Description
created_at	time	When the lead was created
updated_at	time	When the lead was last updated
deleted_at	time	When the lead was soft-deleted
opened_at	time	When the lead task was opened
started_at	time	When the lead task was started
completed_at	time	When the lead task was completed (closed won)
closed_at	time	When the lead task was closed (closed lost)
due_date	time	Lead task due date
next_follow_up_date	time	Next scheduled follow-up date
first_encounter_date	time	Date of the patient's first encounter
transferred_at	time	When the lead was transferred

Contact Info

Field	Type	Description
first_name	string	Contact first name
last_name	string	Contact last name
full_name	string	Contact full name
email	string	Primary email
personal_email	string	Personal email
work_email	string	Work email
phone_number	string	Primary phone number
cell_phone	string	Cell phone number
home_phone	string	Home phone number
work_phone	string	Work phone number
contact_preference	string	Preferred contact method
sms_consent	boolean	Whether SMS consent was given
emergency_contact_name	string	Emergency contact name
emergency_contact_phone	string	Emergency contact phone
emergency_contact_relation	string	Emergency contact relationship

Demographics

Field	Type	Description
gender	string	Gender
gender_identity	string	Gender identity
preferred_pronouns	string	Preferred pronouns
date_of_birth	string	Date of birth
marital_status	string	Marital status
occupation	string	Occupation/job title
employer	string	Employer name

Address

Field	Type	Description
address_line	string	Street address
address_city	string	City
address_state	string	State
address_postal_code	string	Postal code
address_country	string	Country

Referring Provider

Field	Type	Description
referring_provider_first_name	string	Referring provider first name
referring_provider_last_name	string	Referring provider last name
referring_provider_display_name	string	Referring provider display name
referring_provider_npi	string	Referring provider NPI
referring_provider_external_id	string	Referring provider external EMR ID

Timestamps (Billing)

Field	Type	Description
acknowledged_billing_at	time	When billing was acknowledged

Internal IDs

Field	Type	Description
provider_organization_id	string	Organization ID
location_id	string	Location ID
payer_id	string	Payer ID
benefit_id	string	Benefit ID
patient_id	string	Matched patient ID
owner_id	string	Assigned owner (user) ID
task_status_id	string	Task status ID
service_id	string	Service ID
patient_case_id	string	Patient case ID
duplicate_of_id	string	Lead this is a duplicate of
closed_lost_reason_id	string	Closed-lost reason ID
marketing_source_id	string	Marketing source ID
referral_id	string	Referral ID
referring_provider_id	string	Referring provider ID
acknowledged_billing_by_id	string	User who acknowledged billing

External EMR IDs

Field	Type	Description
external_patient_id	string	Patient ID in external EMR
external_appointment_id	string	Appointment ID in external EMR
external_patient_case_id	string	Patient case ID in external EMR
external_location_id	string	Location ID in external EMR
external_payer_id	string	Payer ID in external EMR
referring_provider_external_id	string	Referring provider ID in external EMR