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DATA|SUITE Manual

 

Synchronize your users and contacts from SimplyBook with the ones from Act! and automatically create activities from bookings.

 

serviceit bookit task

 

Once you have set the task type BOOK|IT task you click on Next.

 

You will get to the schedule options. Continue reading in the Trigger Time / Trigger Task chapter to find out how to proceed.

 

Click on Next.

 

The following window will open:

 

create serviceit schema 15

 

Click on the arrow button bookit 22 in order to open the dropdown list. Then you choose a BOOK|IT Schema. Next you click on the three dots behind Sync start date:

 

create serviceit schema 16

 

A calendar will open where you can pick the start date for the synchronization:

 

create serviceit schema 17

 

In the end you click on Next.

 

serviceit bookit task 2

 

You created a BOOK|IT task successfully. Click on Finish.