Order of Import
Your Pest Routes data will be imported in the following order:
Offices
Employees (Team members)
Customers
Integration Notes
Pest Routes with a Single Office
Your Pest Routes account will automatically integrate with Smarter Launch so long as you only have one Company Location defined within Smarter Launch and one office within Pest Routes.
Pest Routes with Multiple Offices
If your Pest Routes account has multiple locations, any office that you wish to integrate into Smarter Launch must match the Company Location name.
For example, if you have one of your offices named "Smarter Launch Pest Control", then you would need your company location name within Smarter Launch to also be that same name.
If you have multiple locations within Smarter Launch or multiple offices within Pest Routes, we have no way of knowing which location should be integrated with which one of your offices apart from the names matching.
FAQ
Why aren't my Pest Routes customers being imported?
There may be a few different causes for this. They are listed by the most to least common below:
Your API credentials are invalid.
Your Pest Routes office(s) have not been successfully mapped to your Smarter Launch company location(s). See the integration notes above.
Your API limits are keeping us from importing the data. This could happen if you have other 3rd parties using your API credentials and those sources are using the full amount of your API allotment. You may need to increase your API access level in order to increase your allotment.