Order of Import
Your FieldRoutes data will be imported in the following order:
Offices
Employees (Team members)
Customers
Integration Notes
FieldRoutes with a Single Office
Your FieldRoutes account will automatically integrate with Smarter Launch as long as you have only one Company Location defined within Smarter Launch and one office within FieldRoutes.
FieldRoutes with Multiple Offices
If your FieldRoutes account has multiple locations, any office you want to integrate into Smarter Launch must match the Company Location name exactly.
For example, if one of your offices is named “Smarter Launch Pest Control”, your Company Location name in Smarter Launch must be the same.
If you have multiple locations in Smarter Launch or multiple offices in FieldRoutes, Smarter Launch cannot determine how to map them unless the names match.
FAQ
Why aren’t my FieldRoutes customers being imported?
There are several possible reasons, listed from most to least common:
Your API credentials are invalid
Your FieldRoutes office(s) have not been successfully mapped to your Smarter Launch Company Location(s). See the integration notes above
API rate limits are preventing imports. This can occur if other third-party tools are using your FieldRoutes API credentials and consuming the full allotment. You may need to increase your API access level