ObjectSync

Overview

ObjectSync provides for instant transfer of company, contact and related data between multiple copies.

The objects that can be passed are:

• Contact/User.
• Organization.
• Personal transactions (by type).
• Résumé file.
• Any custom fields attached to any of these objects.

Activating ObjectSync

The following steps need to be followed in order to implement this feature.

• Establish a common role for contacts and a category for companies that will be used to pass custom field data between instances. Each instance should use the same role and category.
• Activate the Object Sync feature in each instance through the Global Settings page.
• The instance details for each copy must be added to the other instance's UTA.
• An encryption key must be generated for each organisation that exchanges data.
• Securely pass the encryption key to the appropriate organisation.
• Test the process thoroughly with sample data before using the feature in a production setting.