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Jenna Simard
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https://help.hirasmus.com/knowledge/reportingandauditing
Jenna Simard
Hi Brian! We actually already have the ability to bulk send activities to Aloha (or any other integration!)
This can be set up by going to Reporting >> Activities (only available if you have Premium and are a Manager level user - however this functions the same way for a single client within their activities history as well - you'd just be sending for that single client)
You can set up your filters on the activities page for: activities in a status "completed" that are linked to an appointment. Then, when you select off as many activities as you wish to send, you'll see an arrow next to the export button that will allow you to send all the activities to your integration (see attached photo).
You can even hit the bookmark button and save this view as a "bulk send view" to easily be able to review and send appointments that meet this criteria.
We have a lot more info on this in our KB: https://help.hirasmus.com/knowledge/reportingandauditing