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From Animalis we have a few different approaches to syncing data with EzyVet which are detailed below. We only sync Animal Records from Animalis to EzyVet if a Microchip Number is available on their Animal Record. |
From a Location Record where the Record Type = Site, there's a checkbox titled Sync All Animals, this will sync all animals to EzyVet that have been housed at this Shelter.
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From an Animal Record there’s a quick action titled EzyVet Sync which, when clicked, will sync the Animal data to EzyVet.
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All Animal Records that have an EzyVet ID will sync to EzyVet when the relevant fields are updated on the Animalis side.
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From the EzyVet section on the Animal Record, you will see there’s a process which is pushing the Animal Data into EzyVet.
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For an Animal Record to successfully sync to EzyVet, an Animal Contact Relationship with Type = Owner needs to be added to the Animal Record.
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Records that have successfully synced will then be available in EzyVet.
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