Import Clients From Double Into Ping

Ping’s Double integration makes it easy to bring your existing clients into Ping and keep them linked going forward. With just a few clicks, you can import clients, automatically link matching records, and create new clients in either system when needed.

Before You Get Started

To use this feature, your Double integration must already be set up. Once connected, you’ll see a PM tab on your client pages in Ping.

Importing Clients From Double

Follow these steps:

1. Go to your Clients page in Ping.

2. Open the PM tab.

3. Click Import Clients at the top of the page.

4. Select Import from Double.

A confirmation window will appear showing a breakdown of what will happen during the import, including:

• Clients that will be created in Ping

• Clients that will be linked between Ping and Double

• Clients that are already linked and will be skipped

Already linked contacts are shown but cannot be selected.

Choosing Which Clients to Import

In the import window:

• New contacts are clients that exist in Double but not in Ping and will be created.

• Will link contacts exist in both systems and will be connected automatically.

• Already linked contacts are skipped and cannot be changed.

You can uncheck any clients you don’t want to import. The summary will update in real time to show how many clients will be created, linked, or skipped.

When you’re ready, click Import to complete the process.

How Client Matching Works

When importing from Double, Ping looks for matches based on exact name matching.

Important things to note:

• Client names must match exactly to link automatically.

• If a client has multiple contacts, those same contacts must exist in both Ping and Double for a successful link.

• If there’s no exact match, Ping will treat the client as new.

Creating a Client in Double From Ping

You can also go the other direction and create a Double client directly from Ping.

Follow these steps:

1. Open a client in Ping.

2. Click the option to create or link a Double client.

3. Ping will search for an existing match in Double.

4. If no match is found, confirm to create a new client.

This will create the client in Double and automatically sync and link it to the client in Ping.

Two Ways to Keep Clients in Sync

You can now manage clients using either approach:

• Import clients from Double into Ping

• Create new clients in Double directly from Ping

Both options ensure your client data stays connected and up to date across systems.