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Import Customers from Wave

Learn how MinuteDock imports Customers from Wave, and follow steps to run a manual sync with Wave or merge duplicate Contacts.

Updated over a week ago

After connecting Wave to MinuteDock, your customer data will automatically sync as Contacts. This guide covers managing the ongoing sync process and resolving any duplicate contacts.

Understanding Wave Customer Sync

Once your Wave integration is active, MinuteDock automatically imports your Wave customer list as Contacts. You can identify synced Contacts by the Wave icon that appears next to them in the Contacts tab.

How Syncing Works

ℹ️ Note: Automatic sync occurs once daily. You can also trigger manual syncs anytime.

Important: Wave controls the sync direction - changes made in Wave will update MinuteDock Contacts, but changes made to MinuteDock Contacts will not affect your Wave customers.

💡 Best Practice: Add new customers or edit existing customers in Wave first, then run a manual sync to update your MinuteDock Contacts. This prevents duplicate Contacts from appearing.

Run a Manual Sync with Wave

To manually sync your Wave customers with MinuteDock Contacts:

  1. Update customers in Wave - Make any changes to your Wave customer list first.

  2. Access integration settings - Click the Wave button in the top-right navigation bar.

  3. Start the sync - Click the sync now button on the integration settings screen.

  4. Confirm success - Wait for the page to reload. The sync is successful when "last synced" shows "less than a minute ago".

  5. Verify changes - Check your Contacts tab to confirm updates.

Success! New Contacts will be created for Wave customers, and existing synced Contacts will update to match their Wave counterparts.


Managing Duplicate Contacts

If you created Contacts manually before connecting Wave, you may have duplicates - one synced with Wave and one not synced.

Merging Duplicate Contacts

  1. Go to Contacts - Click the Contacts tab in MinuteDock.

  2. Find duplicates - Use the search bar to locate duplicate Contacts. Prioritize merging Contacts that are not synced with Wave.

  3. Delete the duplicate - Click the red × icon next to the Contact you want to remove.

  4. Choose merge option - If the Contact has Time Entries, you'll be prompted to merge rather than delete.

  5. Select target Contact - Choose the Wave-synced Contact as your merge target.

  6. Complete merge - All Time Entries from the deleted Contact will transfer to the Contact you're keeping.

Success! Time Entries under removed Contact will now be under chosen 'merge' Contact.

Important: Always merge into the Wave-synced Contact to maintain the connection with your Wave customer data.

ℹ️ Note: Contacts without Time Entries will be deleted immediately. Contacts with Time Entries will always prompt you to merge, ensuring no Time Entries are lost.

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