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            Syncs & Automation Overview

            Modified on Wed, Oct 7 at 1:53 PM

            Helpdesk Knowledge Base · Petly Plans · Admin · Getting Started

            Syncs & Automation overview

            Updated 2026Applies to: Petly Plans · Administrators · PiMS SyncReading time: ~2 min

            Petly Plans automatically syncs with your practice management system (PiMS) and payment gateway on a nightly basis to keep the application up to date. Administrators can also run manual syncs at any time when immediate updates are needed.

            Administrator
            Automatic nightly sync

            Petly Plans syncs automatically with your PiMS and payment gateway each night. This keeps client information, pet records, wellness plan items, and payment data current without any manual action required. If a client or pet was added to the PiMS after the last nightly sync, they will not appear in Petly Plans until the next nightly sync — or until a manual sync is run.

            Manual syncs

            Administrators can run manual syncs by navigating to:

            Admin›Syncs & Automation
            Sync typeWhat it doesAvailable as
            Sync Clients
            Imports new clients and updates existing client information from the PiMS.
            StandardQuick Sync
            Sync Pets
            Imports new pets and updates existing pet information from the PiMS.
            StandardQuick Sync
            Sync Items
            Imports new wellness plan items and updates existing items. Any item ID beginning with WP in the PiMS is added or updated in the application.
            Standard
            Process Item Usage
            Synchronizes invoice items from the PiMS and attempts to match invoiced items to usage based on the pet and currently active plan. Includes all past invoices — not those posted today.
            Standard
            Standard vs. Quick Sync
            Standard

            Standard sync

            Performs a full update of the database. Use when you need a comprehensive refresh of all client, pet, or item records.

            Quick Sync

            Quick Sync

            Updates the database for the last 30 days only. Faster than a standard sync — use for recent additions or changes. Available from the main application interface as well as from Syncs & Automation.

            Sync history

            History area

            The History area on the Syncs & Automation page displays a log of all syncs that have been run, including:

            Date and time of the sync
            Type of sync run
            Results of the sync
            Related resources
            Why can't I find a client or pet when searching Petly Plans?Plan item overviewAdmin: Configure wellness plan items

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