When you disconnect one Practice Management (PM) integration and connect a different one, Vinyl treats each system as a separate source. This means contacts synced from your new PM system will be brought into Vinyl as new records, even if those contacts were previously imported from your old system.
What Happens When You Switch PM Systems
Vinyl treats each integration separately. It does not link contacts from the old PM system to the new one, even if they look the same. For example, if you previously synced contacts from XPM and now connect Karbon, Vinyl will import those contacts again and treat them as separate entries.
This approach avoids conflicts between platforms and ensures your data stays accurate and clean.
Keep Your Data Tidy
If you see duplicates after switching PM systems, you can manage them manually in Vinyl or contact support for help. We can guide you through any clean-up steps or assist in reviewing your data.
Switching tools should feel simple, not messy and we're always happy to help if something looks off.