Difference between revisions of "Steps Required to Synchronize Companies and Contacts"
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The following steps need to be followed in order to implement this feature. | The following steps need to be followed in order to implement this feature. | ||
| − | * Establish a common [[Role|role]] for contacts and a category for companies that will be used to pass [[Custom Field|custom field]] data between instances. | + | * Establish a common [[Role|role]] for contacts and a category for companies that will be used to pass [[Custom Field|custom field]] data between instances. The name of the [[Role|role]] and category used must be the same in each [[Instance|instance]]. |
* Activate the '''Object Sync Feature''' in each [[Instance|instance]] through the [[Global Settings]] page. | * Activate the '''Object Sync Feature''' in each [[Instance|instance]] through the [[Global Settings]] page. | ||
| − | * The [[Instance|instance]] | + | * The details of the other [[Instance|instance]] must be added to both instances. |
* An encryption key must be generated for each organisation that exchanges data. | * An encryption key must be generated for each organisation that exchanges data. | ||
* Securely pass the encryption key to the appropriate organisation. | * Securely pass the encryption key to the appropriate organisation. | ||
Revision as of 14:56, 18 May 2010
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. The name of the role and category used must be the same in each instance.
- Activate the Object Sync Feature in each instance through the Global Settings page.
- The details of the other instance must be added to both instances.
- 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.
