How to Connect Acuity Scheduling as Data Destination
The integration will allow you to cancel appointments or make notes about no-shows in Acuity Scheduling based on data from other systems. For example, you can pass cancel events from your website, landing page, or Google Sheets to Acuity Scheduling and schedule everything in one place. This will allow you to efficiently automate workflows and save a lot of time.
Let's go through the entire Acuity Scheduling setup steps together!
Navigation:
1. What will integration with Acuity Scheduling do?
2. How to connect Acuity Scheduling account?
3. How to setup data transfer in Acuity Scheduling in the selected action?
4. An example of the data that will be sent to your Acuity Scheduling.
5. Auto-update and update interval.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Acuity Scheduling.
Next, you need to specify an action, for example, "Cancel APPOINTMENT".
- Cancel APPOINTMENT - the appointment will be cancel in your Acuity Scheduling account.
- Mark as ABSENT - the appointment will be marked as a no-show in your Acuity Scheduling account.
The next step is to select the Acuity Scheduling account to which the data will be sent.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
Enter the authorization data in your personal Squarespace account.
After that, the page will reload and the saved account will be automatically selected.
If this does not happen, select the created account in the list.
Now you need to specify a variable with the meeting ID, the appointment for which will be canceled.
Also, you can specify the reason for canceling the meeting.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.
Please note that the entry ID field is required.
Now you can see the test data.
To check if the settings are correct - click "Send test data to Acuity Scheduling" and go to the Acuity Scheduling calendar to check the result.
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Acuity Scheduling as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!