Guidelines for migrating Services and Appointments modules

1. Migrating job sheets within services
   To include the Job Sheet during services migration:
1. Go to Setup > Modules and Fields > Services.
   
2. Make sure the Job Sheet Preference under Preferences is active.
   
2. Handling different currencies
   If the currency in your file isn't the same as the CRM's home currency, the CRM will use its default currency. For instance, an amount like ₹5000 INR in your import file will be converted to $5000 USD in your CRM if the home currency is USD.
   
3. Business hours and service availability
   If a service is available only for a portion of your designated business hours, its service hours will be adjusted accordingly. Conversely, if the service falls entirely outside your business hours, it will be designated as "Not in Use," and will trigger a warning notification.
   For instance, consider a service with custom hours from 2 PM to 4 PM, with a duration of one hour. If the organization's business hours are from 9 AM to 3 PM, the service timing will be adjusted to 2 PM to 3 PM and updated in the account.
   In a scenario where the service has a duration of two hours, the adjustment of service timing will render the duration incompatible; hence, the service status will be updated to "Not in Use".
   Again, assume a service is available on Sunday, Monday, and Tuesday. If the business hours cover only Monday and Tuesday, Sunday will be excluded from the service availability, and the service will be updated accordingly. However, if the business hours are on Wednesday, the service will be marked as "Not in Use". Any transition of service status from "Available" or "Temporarily Unavailable" to "Not in Use" will generate a warning on the history page.
   
4. Dealing with unconfirmed users
   Services that are associated with unconfirmed users will not be transferred during the migration process and will be skipped. It's important to make sure that all users in the CRM are confirmed before initiating the migration. Additionally, inactive and confirmed users can still be part of the services.

1. About appointment owners
   Appointment owners do not need to be among the members providing the service, but they must be confirmed users in the CRM.
   
2. Addressing engagement constraints
   The CRM system permits the migration of appointments for Appointment Owners even if they have other commitments. For example, if the appointment owner already has another appointment scheduled at the same time, the system will still add the new appointment.
   
3. Customizing the "Appointment For" field
   For appointments linked to custom modules, ensure those modules are set up in the "Appointment For" field. If not, the CRM will skip those appointments during migration.
   
4. Service status and migration
   Even if appointments have a status of "Not in Use" under services, they can still be migrated.
   
5. Managing business addresses in appointments
   During migration, the CRM will use the business address from the import file for appointments. For scheduled appointments, the CRM will default to the organization's registered business address.
   
6. Migration of appointment duration
   The duration of the appointment will be determined based on the appointment records. If the duration is found to be invalid or incorrect, the duration of the respective service will be used instead.