Articles on: Sprwt Supprt
The customer's name, email or phone changed in Sprwt. Does Root Planner get the update?
Yes, on the next export. Every time you run Export to Root Planner for a date, each customer that already exists in Root Planner is updated with the current first name, last name, email, phone and SMS preference (you will see "Customer Update - #…" under Export Results). Addresses are only sent when the customer is first created; change them in Root Planner if they moved, or link a fresh record via the user's Root Planner Customer field.
Where to find it:
/admin/rootplanner