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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.

 

Why Do Categories from Both CRMs Appear?

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 lingering records retain their original CRM metadata, which causes both sets of categories to display.

How to Resolve the Issue

This cleanup requires backend intervention.

To remove the lingering CRM categories:

  • Contact a Support Representative

  • Support will escalate the request to the IT team for proper cleanup

Once addressed, only the categories associated with the currently connected CRM will remain visible.