Re: Montreal Integration Issue: Chartwell Le WellesleyHousekeeping&Maintenance

From
Amanda Maldonado <amanda.maldonado@thekey.com>
To
Ofelia Lopez Sanchez <ofelia.sanchez@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Monica Johnston <johnstonm@thekey.com>, Sales Force IT Support <salesforcesupport@homecareassistance.com>, Timothy Thomas <tt@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, David Wilson <david.wilson@thekey.com>, Tala Barakat <tala.barakat@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>
Date
Thu, 23 Jan 2025 10:01:50 -0600
Folder
INBOX
--000000000000f4608e062c61ba7e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ofelia, This record appears to be syncing properly in Salesforce. Thanks for your help. Thanks, Amanda Maldonado On Thu, Jan 23, 2025 at 9:25=E2=80=AFAM Ofelia Lopez Sanchez wrote: > Hi Amanda, > > We re-processed the record yesterday, can you please help us to validate? > > Thanks! Regards > > > Ofelia Lopez > > On Tue, Jan 21, 2025 at 5:37=E2=80=AFPM Audra Williams wrote: > >> Thanks Monica! >> >> Tiffany and I are very aware of the tagging project as we were heavily >> involved in this project. >> >> My only concern is that we did not delete any tags. We only deactivated >> tags. >> >> Are you getting the error on your end or does the field need to send in = a >> ticket when this happens? I am fine with waiting until 2/4 as long as w= e >> can understand what exactly the field needs to do for clients that they = are >> trying to reactivate in the meantime. >> >> Can you help with the identifying the appropriate steps the field would >> need to take and Tiffany and I will make sure to communicate this to th= e >> field. >> >> Thanks! >> >> >> Audra Williams >> Director, Divisional Operations >> (425) 757-7027 >> TheKey.com >> >> >> [image: TheKey] >> >> >> On Tue, Jan 21, 2025 at 1:37=E2=80=AFPM Monica Johnston >> wrote: >> >>> Audra, >>> >>> I want to provide you a little more background on this issue. It began >>> back in mid-December and at that time mostly affected Montreal agency. >>> Before the holidays we worked with Wellsky IT to troubleshoot the issue= and >>> it was determined the root cause is that when a client record has a pro= file >>> tag on it that has been deleted at the agency level, it causes this err= or >>> when we try to update / re-activate that client. As you may know there = has >>> been a cleanup of tags going on (I added Tala to this email since she w= as >>> involved with that). >>> >>> The workaround that Ofelia was explaining is that when we get the error >>> Wellsky is removing the tag so that we can rerun the integration. The >>> permanent fix is that the API should not throw that error and Wellsky h= as >>> communicated a target date of the week of 2/4 for that resolution. >>> >>> If we can't wait for 2/4 then the only other idea I had is to can ask >>> Wellsky to provide a list of tags that were deleted (or maybe Tala has >>> this) and then the data team could search for all clients who have thos= e >>> and then we could ask Wellsky to do a mass cleanup rather than one at a >>> time as they fail the integration. I also discussed this with Umesh and= we >>> might be able to do the mass tag removal through a bulk operation on th= e >>> back end. Let me know if you think this is a high enough priority to >>> dedicate the time for that. >>> >>> Thanks, >>> Monica >>> >>> On Tue, Jan 21, 2025 at 9:05=E2=80=AFAM Ofelia Lopez Sanchez >> ofelia.sanchez@thekey.com> wrote: >>> >>>> Hi Audra >>>> >>>> I 

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