NetSuite Acuity Integration
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Overview
An American client of ours based in the medical sector came to us seeking an integration solution. They wanted us to integrate NetSuite with Acuity, which is an online scheduling software. The client uses this solution to book appointments and manage meetings.
Acuity helps the customer easily view real-time availability and choose their convenient time for appointments. The application controls availability 24/7, organizes schedules, and collects client information by providing forms to customers while booking appointments.
The client wanted integration with NetSuite to maintain all the bookings. They also wanted to expedite scheduling appointments, collection of details of the patients and manage the cancellation of appointments.
Requirements
The American client wished to sync contact data and web demo data from Acuity to NetSuite. Contact data is the information about the customer who books an appointment in Acuity.
Web demo data is a custom form having the information about the time of scheduling an appointment. It also contains other details needed by the client from the customer.
The goal of the integration
1. Syncing contact data in Acuity with NetSuite
2. Syncing web demo data in Acuity with NetSuite.
Our team of experts populated two scripts to sync data from Acuity to NetSuite. With the help of the scripts, they were able to sync data at regular intervals. They scheduled a script once a day to enable the API to fetch information from Acuity to NetSuite.
After completing the script execution, the experts synced contact data and web demo information with NetSuite. They also checked with NetSuite data. They were able to create the contact in NetSuite. The system also saved the related web demo data of the contact under it.
The system updates the web demo data from Acuity in NetSuite after executing the scripts.
Challenges and Solutions
Our development team made the right solutions for the challenges. They did so to meet the requirements of the clients in the integration of Acuity and Netsuite. Updating the cancellation and rescheduling of appointments in Acuity to NetSuite was a challenging task.
The system checks the status of the appointments in Acuity with the help of the scheduled script. It also removes inactive appointments from the NetSuite contact data. It also updates every rescheduled appointment in proper intervals. It also removes all other earlier appointments from NetSuite.
Results
Jobin & Jismi’s team of professionals was able to successfully be completed the NetSuite – Acuity Integration. Our client was satisfied with the data sync from Acuity to NetSuite. The integration enables the easy processing of appointments made through Acuity and automates the whole process.
The system now syncs the updates and cancellations made in Acuity appointments with NetSuite. This integration makes the firm more efficient and improves time management.
Are you looking to integrate NetSuite with other systems or applications? Jobin & Jismi can provide custom NetSuite integration solutions tailored to your business requirements. Contact us at contactus@jobinandjismi.com to discuss your integration needs.
