What will change?

• There will be a new dashboard in ROAR for easier navigation between different sync functions between the Client Dashboard and Meeting Dashboard in AstuteWheel.
• Removal of duplication issues when syncing between AstuteWheel to Xplan (once the initial clean-up is done – see note below).
• Some minor changes to the number of fields that sync between ROAR and AstuteWheel.
• New ability to import Scope of Advice data from AstuteWheel to ROAR for population into SOAs.

What do you need to do?

• Due to the new AstuteWheel API the existing client mappings in the AstuteWheel Connector will need to be cleared.
• This means from Monday 21 Feb, you will need to re-map clients between ROAR and AstuteWheel in order to sync data.
• The re-mapping of clients will give rise to duplicate entries initially after syncing between AstuteWheel and ROAR – for example there may now be 2 entries for family home – one entry is the existing data and the second entry is the new data from the sync.
• To limit the effort required to clean up duplicate entries when syncing from AstuteWheel to ROAR, we recommend that you select to “Import AstuteWheel Client to ROAR”. This will create a new client in ROAR. The ROAR team will then help you do a bulk clean up of the resulting duplicate clients in ROAR.
• Similarly when syncing from ROAR to AstuteWheel after re-mapping, there will also be duplicate entries in AstuteWheel. To avoid this, we recommend that you select to “Create New AstuteWheel Client” in AstuteWheel during this process. You will then need to move any files notes to the new client file in AstuteWheel. Please contact Johann for assistance if required johann.maree@astutewheel.com.au

Full user guides will be available from the ROAR User Guide and Help page.

We understand this will be somewhat disruptive for you and we apologise for any inconvenience.

However, we believe that you will benefit greatly from the enhancements made to the API.

If you need any assistance or have any questions on this, please contact the ROAR Support Team at support@roarsoftware.com.au or on 1300 422 682.