Acuity Scheduling + Close

Acuity Scheduling to Close Integration for mid-market Australian businesses

Sync data between Acuity Scheduling and Close automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.

8+ hours/week

Saved weekly

2 weeks

Setup time

Acuity Scheduling fields

One-way

Sync direction

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Why Connect Acuity Scheduling to Close?

Close adds complexity: smaller integration ecosystem than major CRMs means some connections require Zapier rather than native integrations

Patient appointment data in Acuity Scheduling and billing records in Close require double entry, risking compliance issues

Manually copying data between Acuity Scheduling and Close wastes hours every week that could be spent on revenue-generating work

Client engagement details in Acuity Scheduling and time-tracking data in Close do not align, making billing inaccurate

Reporting across Acuity Scheduling and Close requires painful manual exports and spreadsheet merges

No single source of truth when contacts live in two disconnected tools, so staff second-guess which system has the correct information

Acuity Scheduling uses a REST API while Close uses REST + Webhook, requiring careful middleware to translate data formats between the two platforms

How We Help

Based in Gippsland, Victoria, Clever Ops understands the tools Australian Healthcare & Allied Health and Professional Services businesses depend on. We connect Acuity Scheduling to Close with purpose-built integrations that handle appointments and clients sync reliably at scale. On the technical side, Acuity Scheduling uses a REST API with API key authentication, and Close authenticates via API key, which our team handles as part of the build.

Unified Clients Across Both Platforms

Clients in Acuity Scheduling and leads in Close stay perfectly aligned. Every update, whether it is a new phone number, email change, or company association, is reflected in both systems within seconds.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Acuity Scheduling and Close, your team knows immediately and the system self-recovers where possible.

Amplify Acuity Scheduling Strengths

Acuity Scheduling excels because highly customisable intake forms with conditional logic, file uploads, and custom fields gather exactly the information needed before appointments. Connecting it to Close ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Acuity Scheduling and Close. Custom field mappings, business rules, and error handling included.

Acuity Scheduling to Close Use Cases

Automated error handling and retry for Acuity Scheduling/Close sync

When a sync between Acuity Scheduling and Close fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Sync Acuity Scheduling clients to Close leads

When a client is created or updated in Acuity Scheduling, the corresponding lead record in Close is automatically created or updated. Contact details, company associations, and custom fields are all mapped.

Data Mapping

How data flows between Acuity Scheduling and Close

Acuity Scheduling	→	Close	Notes
Acuity Scheduling Clients -> id	→	Close Leads -> id	Unique identifier stored as cross-reference for record linking
Acuity Scheduling Clients -> firstName	→	Close Leads -> name	Contact identity fields synchronised to maintain consistency
Acuity Scheduling Clients -> lastName	→	Close Leads -> title	Contact identity fields synchronised to maintain consistency
Acuity Scheduling Clients -> email	→	Close Leads -> emails	Primary matching key for identifying existing records across both platforms
Acuity Scheduling Record IDs	→	Close External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Acuity Scheduling Timestamps	→	Close Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Acuity Scheduling Owner/Assignee	→	Close Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Acuity Scheduling Forms	→	Close Custom Fields	Forms data from Acuity Scheduling stored in Close custom fields for reference
Acuity Scheduling Appointments	→	Close Custom Fields	Appointments data from Acuity Scheduling stored in Close custom fields for reference
Acuity Scheduling Availability	→	Close Custom Fields	Availability data from Acuity Scheduling stored in Close custom fields for reference

Acuity Scheduling + Close Integration FAQ

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Acuity Scheduling or user-defined fields in Close, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

Most Acuity Scheduling to Close integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

By default, we configure Acuity Scheduling to Close as a one-way sync, but bi-directional sync is possible if your workflow requires it. We will assess the best approach during the discovery session.

Our integrations include comprehensive error handling: automatic retries for transient failures (respecting API rate limits), error queuing for system outages, data validation before writes, and real-time alerts for issues that need human attention. We also provide a dashboard where you can monitor sync health and review error logs.

Yes, we handle one-time historical data migrations alongside ongoing sync. We map your existing contacts, validate data quality, and run test migrations before the final cutover. Most migrations complete within 4-8 weeks depending on volume.

Integration pricing depends on complexity, including the number of data objects synced (contacts), sync direction, custom business rules, and volume. Most Acuity Scheduling to Close integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

Absolutely. We design integrations with growth in mind, whether you are syncing 100 records or 100,000. Our architecture handles rate limiting, pagination, and queuing to ensure reliable performance at any scale.