jac.cunningham Posted June 20, 2022 Share Posted June 20, 2022 Has anyone successfully imported Appointments when first migrating data into Scheduling - without having to merge client accounts? (Combine duplicate client profiles) I've checked the help. What I have found is that it shows up on the client account but you STILL have to combine the data. I have included all seperate fields to match the original account. I tested merging the account first and last name. Still same result. I also tested leaving fields off, like phone number. Our accounts have : first name, last name, email and phone. I am trying to avoid going into every single account to merge the data. HELP. OR do we not import the Client account data at all?? Doesn't make sense to me as the Client is the master data. TIA Jac Link to comment
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment