Additional action is needed if (1) our team had done a previous data import or
(2) you have manually added profiles into Notebird and you are switching over to Breeze ChMS. There are a few steps that need to happen in order for you to sync with Breeze and not have duplicate profiles. *Do not setup the sync with Breeze if you have existing people data in Notebird –there will be duplicate profiles.
Step 1: Export Breeze Data
It is necessary for you to submit a full Breeze people data export to the Notebird. This allows our team to match your existing data in Notebird with your new Breeze profiles.
Click People in the navigation
Check the 'Select all # people'
Click Export
Once pop up window appears, select Excel
Click Download
Step 2: Submit file through Notebird's Secure Importer Tool
Click and drag or select the recently exported Breeze file. If you have any issue with the upload process please reach out to Notebird support through the 'Chat with Us' button within your settings.
Once we have matched profiles then our team will reach back out for you to proceed with setting up the Breeze + Notebird integration.