Phase 7 · Sync

Both products

What this section solves

When you finish, the chosen modules (contacts, products, services, projects or distributors) are synced with the client's system: a store, a CRM, a spreadsheet or a database.

Prerequisites

• The module to sync active in the workspace.
• The external system's credential (see Connectors).
• Permissions integrations.manage and dataSync.manage.

In this section

When this phase applies

What is synced and what is not.

Connect the credential

The external system in the vault.

Map the fields

Local field ↔ remote field.

Direction and frequency

Inbound, outbound or bidirectional.

Monitor the sync

Status, counters and errors.

Connectors

One per system.