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Why Aren’t Appointments Coming Over for a Specific User?

Fix missing appointment sync by linking the CRM user to the correct One Click Contractor user.

 Article Introduction

When appointments from a connected CRM integration aren't showing up in One Click Contractor for one specific user, the most common cause is that the CRM user isn't properly linked to a corresponding user in One Click. This applies across CRM integrations, not just one. Once the link is set up correctly, appointment data will sync on the next pull.

Most Common Cause

The CRM user account isn't mapped to the matching One Click user account. Without this link, One Click doesn't know which internal user should receive that CRM user's appointments.

Where to Configure
  1. Log in to One Click Contractor as an Admin.
  2. Click the Administration tab.
  3. Scroll down to the Integrations section.
  4. Click the card for your connected CRM (for example, MarketSharp).
How to Correct the Setting
  1. In the CRM's section, find the affected user.
  2. Check whether they are linked to a One Click user.
  3. If they are not linked, click the pencil icon next to their name.
  4. Use the dropdown to select the correct One Click user.
  5. Click Save.

Once saved, the next scheduled pull from the CRM will bring over the updated appointment data for that user.

If the Issue Continues

If the user is already correctly linked and appointments still aren't syncing, additional CRM-specific investigation may be needed, since some integrations can have their own quirks beyond user linking.