Practice Management: Importing Client Lists from Lodgeit

Modified on Thu, 22 Oct at 12:03 PM

Connect your account and import your client list directly, no need to manually re-enter details that already exist in LodgeiT


Select "Apps", and via "Practice Management" tab, press "Connect"



Choose the Organisation from LodgeiT that you want to connect, and press "Continue"



The status should be displayed as "Connected"

Then, user need to select the client to import via "Manage"


Select the clients, and press "Import"



Press "View imported clients" 




The clients are available, but it is not in yet "imported"





The result show the "Sync Status" as "Synced" 


"Synced" means that data and record are now stored in Client Relay "Contacts and Clients"




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