Protocols Migrator (DataSync)

WARNING: THIS TOOL IS VERY POWERFUL. IF YOU ARE UNSURE, PLEASE CONTACT VETSPIRE SUPPORT. CHANGES MADE BY THIS TOOL MAY BE IRREVERSABLE. PROCEED WITH CAUTION!

Mass-alter the underlying metadata of the currently selected location's immunizations so to either opt into or out of triggering one of the organization's configured protocols.

1. To proceed, obtain an export of all immunizations existing for the currently selected location. To do this, select Download Immunizations Export.

2. Once obtained, edit this export in a program such as Excel.

3. The downloaded spreadsheet includes all the unique immunization names within Vetspire, with either the Product ID or Protocol ID.

4. The Product ID field is populated if immunizations with a given name have this Product ID within their metadata. If this field is blank, the immunizations are not associated with a Product ID, this occurs if the DataSync tool was used for onboarding. NOTE: THE PROTOCOL ID COLUMN WILL LIKELY BE BLANK FOR ALL ROWS WITH THE EXPECTED FIRST EXPORT.

   • Filling in the Protocol ID field in the spreadsheet instructs Vetspire to overwrite the Product IDs of the changed rows to a virtual product. Vetspire will automatically create and add to these virtual products to the organization’s protocols configuration.

   • Removing the Protocol ID field in the spreadsheet instructs Vetspire to replace this virtual product for all immunizations matching the row's name to the Product ID field content—if the Product ID field is empty, the immunizations will have their Product IDs removed.

5. To find Protocol IDs, navigate to the organization's protocols configuration and select a protocol. The URL in your browser's navigation bar will end in a number. In this case, 123 would correspond to a Protocol ID. EXAMPLE: HTTPS://YOUR_ORG.VETSPIRE.COM/MARKETING/PROTOCOLS/123.

   • Likewise, navigating to a product's page will reveal the Product ID of that product URL in the same way.

6. Save updates to a CSV. Use the Choose File button to attach the file, and then click Upload & Update. Vetspire will make all the corresponding updates. This may take a while to complete. Do not leave this page while it is processing.

WARNING: THIS TOOL IS VERY POWERFUL. IF YOU ARE UNSURE, PLEASE CONTACT VETSPIRE SUPPORT. CHANGES MADE BY THIS TOOL MAY BE IRREVERSABLE. PROCEED WITH CAUTION!