How to merge/update existing listings on YachtCloser from BoatWizard

If you already have a signed listing contract on YachtCloser and you would like to merge/update this record with the advertising details from BoatWizard, please do the following:

  1. Go to the Inventory / Vessel page of the boat you would like to update and select the Connect to BoatWizard button at the bottom of the page.  If the boat is not found, make sure the MAKE and YEAR match what you've entered in BoatWizard and the listing is active.  You will have the opportunity to merge some basic vessel data and import missing media and descriptions during this process.

If you would like to merge additional vessel details and/or media after the listings are connected, go to the bottom of the Vessel page and select the Merge Vessel Details button.  

You will be presented with the YachtCloser Vessel data and the BoatWizard Vessel Data that differs.  Simply select the checkbox next to the BoatWizard data that you want to merge into YachtCloser and select the Merge button.  At this point, you will also be given the opportunity to import missing media and descriptions from BoatWizard as well.

Please Note:  Where the inventory is originated from becomes the master record.  The master record is where you can add/edit details about the listing. For more information, read the following article:  About BoatWizard integration and Master Record