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Introducing SYNC Now: The Power to Control Your Data, On-Demand

SYNC Now

This article will cover:

-SYNC Now lets users manually push data updates between ERP and CRM systems at any time, rather than waiting for the next scheduled sync.
-The feature is aimed especially at customers on low-frequency sync licenses or Phase 2 sync setups who occasionally need updates outside their regular cadence.
-Manual syncs are triggered via "Phase 1" or "Phase 2" Sync Now buttons, giving users direct control over when data moves.
-Businesses receive a monthly summary of extra sync activity, providing visibility into usage beyond the standard schedule for easier planning.

We are thrilled to introduce a powerful new feature to elevate your data integration experience: SYNC Now! This exciting addition gives you total control over your data sync, allowing you to manually push updates whenever you need them.

Why SYNC Now is a Game-Changer

While regular, scheduled syncs are fantastic for most businesses, there are moments when you need to push data immediately. This is especially valuable for customers with low-frequency licenses or those on near real-time sync schedules who need a quick sync outside of their regular frequency. Whether you’re working with ERP systems, CRM platforms, or both, the SYNC Now feature is designed to ensure you’re always in charge.

How to Sync CRM Records to ERP

With the SYNC Now feature, you have the ability to trigger a data sync manually at any time. Need to push records from your ERP to your CRM—or even the other way around? Now you can do that without waiting for your next scheduled sync. Whether it’s for time-sensitive updates or for testing a new record set, this feature ensures that your data flows when you decide it’s necessary.

Flexibility and Control on Your Terms

Here’s the best part: SYNC Now only kicks in when you choose. Trigger manual syncs anytime – if you go beyond your regular schedule, simply hit the “Phase 1” or “Phase 2” Sync now buttons. At the end of each month, you’ll get a clear summary of any extra sync activity, giving you full visibility and effortless planning.

For Businesses with Complex Sync Needs

This feature is especially beneficial for customers working with phase 2 sync, where pushing data between the ERP and CRM is crucial. Being able to initiate a sync outside of the normal schedule empowers businesses to stay agile, keeping data updated whenever the situation demands.

 

Whether you’re managing a low-frequency sync license, or you simply need more flexibility, the SYNC Now feature is here to help you keep things moving at the pace that suits your business. Say goodbye to waiting and hello to total control over your data sync!

Ready to take charge of your data? Start using SYNC Now!

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