If you're in the process of importing your data into GorillaDesk, it's crucial to follow these guidelines to ensure a smooth transition and avoid any issues. Before you begin, please review the following instructions carefully:
1. Do Not Merge Any Customers Yet
While your customer data is being imported, do not manually merge any customers in your database. The import process is structured to bring in customer records accurately, and premature merging could lead to duplicated or lost information. Wait until the full import is complete before reviewing and merging any duplicate entries.
2. Do Not Add Jobs to the Calendar Yet
Until both customer and job imports are finalized, avoid scheduling or adding any jobs to the calendar. If jobs are scheduled before the import is fully completed, you risk mismatched or missing data, leading to confusion and unnecessary adjustments later.
3. Do Not Make Any Changes to the Account Until Both Imports Are Complete
Refrain from making any modifications to your GorillaDesk account settings, customer details, or job records until the entire import process is successfully completed. Making changes before the data import is fully processed could result in inconsistencies or overwritten data.
Why These Steps Matter
Following these guidelines ensures:
A seamless data transition without loss or duplication.
Proper customer and job alignment within GorillaDesk.
Avoidance of unnecessary corrections and adjustments after the import.
What to Do Next
Wait for confirmation that both the customer import and job import are successfully completed.
Once confirmed, carefully review your data for accuracy.
If necessary, merge duplicate customers after the import is finalized.
Then, proceed with scheduling jobs and making any needed adjustments.
By following these steps, you’ll ensure that your GorillaDesk account is set up properly from the start, minimizing potential disruptions to your workflow. If you have any questions or need assistance during the import process, feel free to reach out to our support team!