Making sure appointments/work orders entered in your DMS are being transfered to Claire

Making sure appointments/work orders entered in your DMS are being transfered to Claire

If only one or random appointments/work orders(WO) that are missing in Claire, the issue could be:
  1. A typo in the date: The WO was created but by accident the date was entered incorrectly in the DMS (Example: 10/6/2019 instead of 6/10/2019).
  2. A completed WOs being reused :  Past appointment that have been cleared in Claire can no longer be updated. Consequently, if you changed its date in the DMS, the interface would not to be able to update the existing WO in Claire.
  3. A normal delay for the synchronisation: Note that our interface will update Claire with new appointments every 5 minutes (Up to 15 minutes for a very few users with limited internet connection).
  4. A forgotten step on your DMS: A save or synchro button that was not clicked. Example
    1. :On ServiceBox, after a modification, you must click on synchronisation button to update your DMS.
    2. In ICAR, you have to create an appoinment, even for walk in,  if you create a WO only it will not be visible in Claire.
  5. A Bug: For an unforeseen reason, that appointment does not go through, please write down  WO#, date of the appointment and the time the WO was created and contact us at support@claireit.nl. 
  6. A missing required fields: Our older interfaces version will not  import the WO if some fields are missing. Ensure you have all those fields filled in your DMS: 
    1. Because 
    2. Car dms_Id
    3. Car Make
    4. Intervention
    5. Customer DMS ID
If  all or a group of appointments/WO, the interface was desactivated, please contact us at support@claireit.nl. The interface is a  program installed to a server (a local computer in some cases) who manages the data transfer between Claire and your DMS.It might have ceased to work  due to one of the following reasons:
  1. Computer/server shut down: Contact your system administrator to ensure the server where the interface is installed  is turn on.
  2. The server was replaced: If installed on a server located externally and administer by a tier, it could have been replaced by them without noticing you or Claire.
  3. The interface was shut down: Your system administrator or the person working on the computer has closed the program inadvertently.
  4.  The interface was uninstalled: Your system administrator or the person working on the computer has uninstalled the program inadvertently.
  5. The interface must be updated: Old version of the interface would , in case of internet failure,  import DMS appointment with no data. If it occurs your interface needs to be updated by our technician.
  6. Your DMS has retracted permission of our interface:  In that case we will provide you with the username and permission required for the interface to work properly.  Using the information provided, you must  contact your DMS (often by submitting a ticket)  for the permission to be restablished.
If you entered WO manually in Claire using the same DMS# while the interface is disabled, the WO# with the duplicate DMS#  will not be imported once the interface is reactivated.

Note: The interface is usually installed to c:\Program Files\claire. 







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