Data Extract – Extracting Necessary Data

This post has information on extracting data from any scheduling software

Overview: In order to pull data from your scheduling software, you will need to be able to pull the following information from your software. This will be used to create a file that can be uploaded to us.

This topic serves as just a general overview on extracting data. We expect you to have questions about this and recommend that you contact us prior to set up any jobs to extract data.

What data you will need to pull

Customer First Name
Customer Last Lame
Primary Phone Number
Appointment Date
Appointment Time

The Following Info is optional

Customer ID (Optional)
Appointment Type (Optional)
Secondary Phone Number (Optional)
Email Address (Optional)
Outreach Preference (Call, Text, Email)

Once you have extracted the appropriate information, you will need to upload this information to us. You can either upload it manually through import files, utilize our API, or allow us to do with with our Integration Service.