Zingit Info for Cloud Clients

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
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk