Automatic Lead Sync from Aquila
What counts as “new”
For registrations with a readable date, Kanri skips dates on or before the day you first enabled
sync. Aquila supplies a date rather than an exact registration time, so registrations later on
that same day are also skipped. Disabling and re-enabling sync does not move this original
starting date.
If a registration date is missing or unreadable, Kanri may process the record anyway. It checks
the newest 50 registrations per poll, not Aquila’s entire history. This is a new-lead feed, not
a full migration or a guarantee that every older record will be imported.
Kanri tracks processed Aquila records and looks for existing profiles by email or phone, then
by lead name. Shared family details can affect matching, so review the result before creating a
second profile. A record already in Kanri may be supplemented rather than skipped entirely.

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