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Notes on Disconnecting a CRM and Connecting a New One

Explains why categories from both old and new CRMs may appear after reconnecting a CRM and how to request cleanup through Support.

Article Introduction

If your organization has switched CRMs, you may notice categories from the previous CRMs, particularly in the Job Status categories, appearing in the system. This behavior is typically related to existing data from a previous integration that needs to be removed. 

Why This Happens

After switching CRMs, the categories listed under the CRM section may include:

  • Categories from the previous CRM
  • Categories from the newly connected CRM

This occurs because some job appointments created under the previous CRM integration may still exist in the system.

These records retain their original CRM metadata, which causes both sets of categories to appear.

How to Resolve the Issue

This requires backend cleanup.

To resolve:

  • Contact Support
  • Request removal of categories from the previous CRM

Support will escalate the request for proper cleanup.

What to Expect

Once the cleanup is completed:

  • Only categories from the currently connected CRM will remain visible