Automatic Lead Sync from Aquila
If your school previously used Aquila and migrated to Kanri, you can turn on Aquila Lead Sync to automatically pull newly-registered leads from Aquila into Kanri every few minutes — no need to rely on Zapier forwarding them.
Before you start
Section titled “Before you start”You’ll need the Manage Settings permission to change these settings. You’ll also need your Aquila Location ID and API Key — the same credentials used during your original migration from Aquila.
Turning on Aquila Lead Sync
Section titled “Turning on Aquila Lead Sync”- Go to Settings in the main navigation.
- Click the Leads tab.
- Scroll to the Aquila Lead Sync section.
- Enter your Aquila Location ID and API Key.
- Toggle Enable Aquila Lead Sync to on.
- Click Save.
Once enabled, Kanri checks Aquila about every five minutes. New profiles are created as Lead, with status New. If the incoming details match an existing profile, Kanri can reuse that profile and fill in missing details instead; its existing type and status are not reset.
What counts as “new”
Section titled “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.
Updating your credentials
Section titled “Updating your credentials”To change your Location ID or API Key, go to Settings → Leads → Aquila Lead Sync, update the fields, and click Save. Leaving the API Key field blank keeps your currently saved key.
Disabling Aquila Lead Sync
Section titled “Disabling Aquila Lead Sync”Toggle Enable Aquila Lead Sync off and click Save. Existing lead profiles already created in Kanri are not affected.