CoAction has worked with Zingit to enable CoAction Cloud Clients to use Zingit by manually pulling a report that will provide Zingit with the information they need.
- Go to the CoAction Main Menu and click on REPORTS
- Click on any of the Appointment Reports
- Select your filters, click Next
- BEFORE you Finish, on the bottom Right, there is a "CSV Export" button
- Click on the CSV Export, save the report to your computer
- That report exports to a format Zingit can use