ObjectSync

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Revision as of 13:38, 18 July 2017 by Ciaran Donnelly (talk | contribs)

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Overview

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

The objects that can be passed are:

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 Classic Options page on 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.