Animalis to EzyVet Sync
- Matt Romeo
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.
From an Animal Record there’s a quick action titled EzyVet Sync which, when clicked, will sync the Animal data to EzyVet.
All Animal Records that have an EzyVet ID will sync to EzyVet when the relevant fields are updated on the Animalis side.
From the EzyVet section on the Animal Record, you will see there’s a process which is pushing the Animal Data into EzyVet.
For an Animal Record to successfully sync to EzyVet, an Animal Contact Relationship with Type = Owner needs to be added to the Animal Record.
Records that have successfully synced will then be available in EzyVet.