Solutions
Data Link
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ProStaff’s data link imports data from your Practice Management software. The data syncing frequency is customizable and completely automated. Therefore, you are able to schedule new staff and clients immediately. Additionally, you are able to accurately monitor and track actual time against budgeted or scheduled time with the most current information. |
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Data Link Items | |
The following are examples of data elements that we import from Practice Management into ProStaff. |
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- Staff Information | |
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- Client Information | |
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- Actual Hours | |
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We provide the flexibility for you to exclude or suppress any of the data that is imported e.g. exclude Administration for staff import, exclude tax engagements for client import or exclude certain billing codes for actual hours import. Also, we can customize the data link to import any other tables or fields that are not mentioned above. |
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Outlook Sync
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